Mastering Money Talks
A course for couples and families to transform money stress into connection, clarity, and a shared vision.
Transform financial stress into connection and clarity.
Money fights are rarely just about money. They're about old patterns nobody ever learned to talk through. This course gives you the tools to change that, so money conversations become a place of connection instead of conflict.
The course was first designed for couples and family members, but it works just as well for anyone who wants to go through it on their own.
At the end of this course, you'll be able to:
- Navigate emotionally difficult conversations about money with ease
- Recognize unconscious patterns and beliefs that influence financial behaviors
- Learn communication tools to discuss finances with less tension and more connection
- Align financial decisions with shared values
- Create a practical plan that strengthens financial teamwork
What’s Your Money Communication Style?
Free Quiz
This quiz is inspired by the Money Script framework developed by financial psychologist Dr. Brad Klontz. The questions and results have been adapted by Rudi Lion, MFT to explore how these patterns show up in your relationships.
Or start with Module 1 for $127. Modules 2, 3 and 4 are $220 each, in whatever order you like, and Module 5 comes with the full course. What you pay for modules comes off the full course price if you decide to continue.
Getting Started1 Lesson · 1:56
- Setting Yourself Up for SuccessGo in prepared.1:56
Module 1: Understanding Your Money Story5 Lessons · 23:26
- 1A | Welcome & Why This Work MattersAn introduction to identifying your core motivations and current emotional state.6:27
- 1B | Creating Safety & AgreementsEstablishing the ground rules and personal commitments needed for successful growth.2:59
- 1C | Why Money Conversations Are DifficultExploring the taboos and internal scripts that make money such a charged topic.3:52
- 1D | The Unconscious and MoneyIdentifying the hidden patterns that dictate financial habits.3:49
- 1E | Key Concepts & AssessmentsLearning the psychological vocabulary to shift from reaction to thoughtful action.6:19
Module 2: Communication: The Bridge Between Us5 Lessons · 24:17
- 2A | Why Communication MattersAn overview of the tools needed for interpersonal safety.2:03
- 2B | The Foundation of a Good ConversationMastering timing and bandwidth for difficult topics.4:33
- 2C | Listening: The Heart of ConnectionTraining on empathy and active presence as the listener.6:16
- 2D | Speaking to Invite ConnectionLearning to express needs without blame or assumptions.7:58
- 2E | Sharing PracticeA guided interpersonal exercise to put your skills to the test.3:27
Module 3: Understanding & Managing Money Triggers4 Lessons · 21:56
- 3A | What are Money Triggers?Identifying the specific scenarios that activate your stress response.2:38
- 3B | How Financial Stress Affects Your Brain & BodyMapping the biological "Fight, Flight, Freeze, or Fawn" responses.6:37
- 3C | Building Your Regulation ToolkitPractical body-based exercises for returning to calm.9:48
- 3D | Sharing PracticeA guided interpersonal exercise to put your skills to the test.2:53
Module 4: Discovering Your Money Values4 Lessons · 15:41
- 4A | Why Values MatterReviewing your financial trail to find your true priorities.2:38
- 4B | Identifying Your Core ValuesNarrowing down the principles that guide your financial life.4:09
- 4C | When Values ConflictReconciling different internal needs for better financial balance.5:16
- 4D | Sharing PracticeA guided interpersonal exercise to put your skills to the test.3:38
Module 5: Putting It All Together: Your Shared Vision6 Lessons · 22:00
Included with the full course.
- 5A | Integration of All SkillsRehearsing and weaving awareness, regulation, and communication tools.3:06
- 5B | Creating Sustainable Habits: Monthly MeetingsDesigning intentional routines for regular financial check-ins.3:40
- 5C | Handling Setbacks & RepairLearning to return to connection after old patterns resurface.6:30
- 5D | Visioning Your Financial FutureCollaborative planning for long-term lifestyle and security goals.1:55
- 5E | Final Sharing PracticeA guided interpersonal exercise to put your skills to the test.4:20
- 5F | Course Closing & ReflectionsFinal encouragements for moving forward with patience and compassion.2:29
25 lessons in all.
Finding Your Ground
The material is offered in manageable parts, so it doesn’t feel overwhelming. As you move through the course, you begin to recognize reactive patterns and find a more grounded place from which to respond. As awareness grows, there is more room for choice.
Seeing with Fresh Eyes
Through guided exploration, you begin to look at financial challenges with more curiosity and less judgment. As your perspective shifts, conversations can feel less charged and more workable. Over time, the focus moves away from getting it “right” toward finding a way of relating that feels more grounded and more your own.
From Patterns to Presence
Each lesson helps you begin to see the patterns that have quietly shaped your relationship to money over time. As you move through the course, you build a personal Regulation Toolkit with gentle, body-based practices such as Hand Over Heart and the 10-Second Breath. These are shifts you can begin to feel in your body fairly quickly.
What Truly Matters
In this course, you explore what truly matters to you and how that is reflected in your financial decisions. From there, the conversation begins to shift from simply “can we afford this?” to whether your choices feel aligned with what is important to you. Over time, this creates a steadier, more intentional way of relating to money together.
What People Are Saying
“My husband and I are currently taking Rudi’s Mastering Money Talks course, and it has honestly been such a meaningful experience for our relationship. Rudi has a beautiful way of helping couples approach money conversations not from blame or fear, but from curiosity, connection, and understanding.
What stands out most is how emotionally attuned and practical the course feels at the same time. We’ve not only learned tools for communicating around finances, but we’ve also gained insight into the deeper stories, fears, and values underneath our money patterns. It has already opened conversations between us that feel more honest, grounded, and compassionate.
Rudi creates a space that feels safe, thoughtful, and deeply human. We’re very grateful to be part of this work and would highly recommend it to any couple wanting to strengthen both their financial communication and their relationship.”
"I just finished taking Mastering Money Talks, and it is beautifully done. Having the workbook to follow along with the videos makes the entire experience incredibly interactive, engaging, and easy to digest–especially for someone whose brain can easily wander.
The content really gets you thinking deeply, not just about your finances, but about how you show up in your relationship to yourself and with the people you love.
Even before applying what I’ve learned to my life, I can already see the immense value in this framework and feel a shift in how I view my own internal relationship with money. It is an insightful, eye-opening course that I highly recommend.”
“This course was an absolute game-changer for my partner and my relationship. It’s incredibly straightforward, easy to navigate, and packed with practical lessons we actually use. We learned how to align our different relationships with money, and were able to reset our financial goals without the usual stress or arguments. It completely transformed how we talk about money. If you want to get on the same page with the emotions wrapped up in finances, this course is worth every penny!“
“We love 'Mastering Money Talks'! Rudi explains the topics, concepts and ideas extremely well. This, together with the workbook by your side, makes the class super easy to follow.
Thanks to this course, we discovered unconscious money beliefs we didn't even know we had. Sharing and discussing them helped us understand each other so much better. By the way, the communication module isn't just useful for money conversations, it's incredibly valuable for all communication in any relationship!”
“My husband and I have never been able to talk about money without a conflict arising. Rudi’s patient and wise guidance helped us identify underlying beliefs and feelings about money, which made us approach each other with more compassion and kindness when heading into big financial decisions. Now we can talk about money with less conflict and more compassion for each other.“
FAQ
How long does the course take?
Mastering Money Talks is made up of five modules. The video content takes about 2 hours total to watch, and doing the exercises in the workbook adds another 5 to 10 hours, depending on how thorough you want to be. Because it's fully self-paced, you can move through one module a week or take longer, whatever fits your life. There's no deadline and no pressure to keep up with anyone else.
Do I need to do it with my partner or family?
Ideally, yes. Realistically, not at all. The course was designed for couples and families, but much of the material is useful for anyone wanting a clearer relationship with money. Starting in Module 2 you'll be invited to do some sharing practices with a partner or family member, though a trusted friend works just as well.
Does the workbook save?
The workbook is built right into the course, so you can fill it in as you go. When you're ready to keep your responses, simply download it to your own device. Your reflections are completely private, no one else sees them.
Can I do it from my phone?
Yes, the videos are fully mobile-friendly and work on any device. For the workbook portions, most people find a tablet or laptop a little easier since there's quite a bit of writing involved.
Can I reach out to Rudi?
Yes. Rudi reads every message personally. Whether you have a question about the course content or you're wondering if working together in therapy might be a good fit, you’re welcome to reach out. She typically responds within a few business days.