Listen to “Episode 23-Letting Go of Loss” on Spreaker

Season 4 is about the power up it’s time to build momentum people, many of you are in some type of transition where you are coming from one level of your career and getting ready and motivated to go to the next level of your career or your business. It’s no more time for thinking, this cannot be another year where you are shamed by what people assume about you. It’s time to power through those assumptions and #ShakeTheShame

Today we are going to talk about how to let go of loss. Amy Leis and I go into depth about how sudden wealth can change your life, dealing with the significant loss that is most times emotional and is dealt with a heavy heart bearing the shame that sometimes accompanies that gain is the whole idea behind Amy Leis. We talk about what happens during the suddenly’s of life and how to deal with it.

Guest Expert Today: Amy Leis

Amy Leis is a financial advisor with Janney Montgomery Scott. She provides comprehensive financial planning and tax-efficient investment management to families and business owners. Her specialization is in Sudden Wealth which includes inheritance, divorce, sales of businesses, and personal injury awards.

She has a PhD in Educational Psychology, and holds several designations including the FINRA series 7 and 66, as well as the Accredited Wealth Management Advisor and Chartered Retirement Planning Counselor designations from the College for Financial Planning.

Amy just celebrated her 10 year wedding anniversary and has a 6 yr old daughter.

Key Points Mentioned

  • Sometimes your background will prepare you to do something completely different from what you were going for
  • People make decisions based on their relationship with their money
  • Financial loss and personal loss, along with opportunity costs are relevant to life
  • People are connected to their investments
  • Keep your financial balance and diversify your income and take risks
  • When you are loss averse you are reluctant to take risks and are afraid of losing
  • Loss aversion can hold you back, from what you really want to do it life
  • To prevent from overinvesting (sunk costs) be prepared and write our your expectations from your investments
  • Make sure you are making a decision from a logical place rather than from an emotional place
  • Take a moment to pause so you are not acting out those feelings of fear, anger or regret

Amy’s unapologetic pause includes: In her spare time she enjoys playing golf and spending time with family and friends.

A little Gentle Honesty  Many of us have that fear of loss that we think dramatically outweighs what we will gain, but we are holding ourselves back from experiencing the life and the dream that we want to have in our business or our relationships.

Thank you to our guest expert, Amy Leis

To contact Amy visit her on her Website:

You can also connect with Amy on any of the following social media channels:

Engage on Facebook:

Follow on Twitter: @amyleis_janney

Contact on LinkedIn:

If you like what you hear on the Balance Boldly Podcast, Please subscribe, rate and share to help us ensure the bold and brave have access to valuable balance tools.


Episode Sponsors & Resources Mentioned:

Balance Boldly is a weekly podcast hosted by International Balance & Relationship Advisor, Naketa Thigpen with pop ups from her Creative Writing, direct to the point husband Dean.  Naketa provides a time, space and opportunity for Bold Women and a few Brave men to receive the decoded truth through raw, unfiltered stories of how guilt, lack of vulnerability and shame  can stunt every aspect of your personal and business growth.

This podcast is filled with direct narratives and unscripted conversations with global industry experts who candidly share their business experience and tools for success through a personalized peak into their lives with stories you won’t find on Google.

First, give yourself Permission to Pause, unapologetically.

Then come and learn how to maximize your potential and your profits over at the Dreamers Blueprint, a community designed for bold women and brave men who are ready to balance all that matters, boldly or Follow Naketa on Twitter, @BalanceBoldly

Thank you for listening





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