15. The Money Storyteller Method: Unpacking the Psychology Behind Your Financial Habits with Katherine Pomerantz
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What if your business wasn’t about working harder or doing more—but about making peace with money and letting it support you?
This episode goes deep with Katherine Pomerantz, founder of The Money Storyteller Method and an actress-turned-strategic tax advisor who helps entrepreneurs shift from financial stress to financial clarity. Whether you're someone who hoards money “just in case” or someone who spends faster than you can track, Katherine’s approach blends emotional intelligence, business systems, and ROI strategy in a way that feels surprisingly human.
Money Isn’t Just Math—It’s a Story You’re Still Telling
Katherine walks us through how early life experiences shape the way we think about—and behave with—money. Using her “Money Autobiography” exercise, she helps clients surface deep patterns (like over-saving or over-spending) and reframe them with awareness and choice. It’s not about blame—it’s about clarity.
The 3-Part Framework Every Entrepreneur Needs
At the heart of Katherine’s approach is her Money Storyteller Method, which includes:
Money Story: Your beliefs, patterns, and internal relationship with money.
Money Systems: The practical tools—bookkeeping, tax strategy, ops—that help money thrive.
Money Map: A visual, intentional plan for where your money should go (think: revenue goals, spending plans, profit margins).
Together, these give you a complete picture—both emotionally and strategically—of how to use money with intention.
Make Money Your Teammate, Not Your Treasure or Villain
Most of us unknowingly cast money as the villain ("It’s never enough") or the treasure ("I’ll finally be okay when I hit X"). Katherine proposes a powerful reframe: make money the teammate that supports your mission. Assign it a job. Expect ROI. Use your numbers to track whether it’s working.
Simple > Complex: Why Less Really Is More
If you’ve ever over-delivered, added new offers, or tried to solve all the problems for your clients—you’re not alone. Katherine and Hailey talk about the power of simplifying: solving one problem really well, and building scalable, sustainable offers around that. Simplicity supports profitability and peace of mind.
What You’ll Learn in This Episode
00:02:05 — Katherine’s journey from stressed-out artist to successful accounting firm owner
00:06:49 — The three pillars of the Money Storyteller Method
00:11:38 — How to uncover your financial patterns with a “money autobiography”
00:20:11 — Why we villainize money—and how to reframe it as a powerful ally
00:26:26 — What a 10x ROI mindset looks like in action (and why it matters)
00:29:30 — How to identify your business’s highest-return activities
00:36:23 — Rethinking success: How time freedom and authenticity replaced the revenue chase
Meet Katherine Pomerantz
Katherine Pomerantz is the creator of the Money Storyteller Method, a strategic tax advisor, and founder of a thriving accounting firm that blends emotional intelligence with smart financial strategy. She’s known for making money approachable, powerful, and aligned with her clients’ personal values. From cash flow to inner narratives, Katherine helps entrepreneurs truly understand how to make money work for them.
Grab her free Money Autobiography Workbook!
Final Thought
If you’ve ever wondered why money feels so personal—or why your financial strategy never quite clicks—this episode will be the mirror (and the map) you didn’t know you needed. Listen in, and let Katherine guide you to a version of success that actually feels like you.
