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If you’re ready to break free from the emotional and financial patterns that have held you back, this conversation is for you.
Angela Turpin shares powerful insights into healing money-related trauma and offers practical steps you can take today to create a healthier relationship with your finances. You’ll discover how decluttering can clear both your physical and emotional space, empowering you to invest in yourself and your future.
Tune in to learn how to transform deep-rooted trauma into a source of strength and start building the financial freedom you deserve.00:52 Money Healing Series
04:39 Common Misconceptions About Money Healing
07:03 Practical Steps for Money Healing
09:33 Decluttering and Its Impact on Money Healing
12:59 Angela's Transformational Coaching
17:15 Advice for Those Struggling with Trauma
21:05 Conclusion and Final Thoughts
Mentioned in the Episode:
Transformwithangela.com
Money Healing Series
Connect with Angela - Instagram or Facebook
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In today’s episode, I dive into the importance of tracking expenses and how it is a crucial step toward retirement. Tracking helps build awareness and is essential to truly understanding your spending. It’s time to embrace tracking to better understand and improve your spending habits, but don’t make it a chore either. There are several suggestions on how to approach tracking and learning to leave the check register style of tracking for good.
00:20 The Importance of Tracking for Retirement
01:13 Ineffective Tracking Methods
02:06 Personal Stories of Effective Tracking
05:41 Tracking for Goal Setting
08:19 Practical Tracking Tips
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Today I am exploring the idea of financial stability and specifically answering the question: What is financial stability and why is it so crucial to retirement?
Are you worried about running out of money in retirement? Not having enough savings? Are you worried about health care costs? Are you worried about being able to just support yourself and being able to get to retirement?
I discuss what financial stability means, the significance of liquid savings, and the necessity of preparing for emergencies to protect the ability to retire when you desire. I also share personal insights and discuss the importance of building a financial safety net to avoid debt and stress in the future.
00:18 Defining Financial Stability
01:01 Real-Life Examples and Client Stories
02:56 The Importance of Emergency Funds
06:53 Creating Financial Stability
09:33 Preparing for Retirement
12:51 Conclusion and Final Thoughts
Mentioned in the Episode
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Financial Freedom Accelerator 90-Day Coaching Program
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In this episode, I discuss common reasons why many feel unprepared for retirement. The real culprit isn’t what you think it is. Learn the psychological and practical aspects of retirement as well as the steps needed to close the gap between your current financial situation and your retirement goals.
00:00 Why You Feel Unprepared For Retirement
01:34 Retirement Uncertainty Is More Than Just Finances
05:59 Understanding Your Current Financial Situation
07:47 Building Your Retirement Dream
12:11 How To Tie Those Together For Success
13:26 Free Gift and Final Thoughts
Mentioned in Episode:
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10 Essential Questions About Retirement
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In this episode, I dive into the idea of retirement, addressing limiting beliefs and why others perceptions are holding you back.
Personal beliefs and dreams about retirement are essential to making it happen. Key points include paying off debt, exploring part-time work, budgeting, and savings. Ultimately, the aim is to help listeners plan a fulfilling and personalized retirement.
00:00 Introduction: Can You Really Retire Early?
00:53 Challenging Retirement Beliefs
07:01 Financial Independence: Calculating Your FI Number
09:01 Budgeting for Retirement
11:44 Creating Your Retirement Vision
16:38 Steps to Close the Retirement Gap
17:49 Conclusion: Building Your Desired Retirement
Mentioned in Episode:
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Ep 51 Your Successful Retirement Can Be Found Beyond the Numbers With Craig Colvett
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In this episode, I interview Sherry, an ADHD money coach. Sherry shares her journey from losing her high-stress job of 17 years to becoming a specialized coach for ADHD entrepreneurs.
She discusses her 'two by four moment,' the importance of budgeting, the challenges of managing finances with ADHD, and strategies to mitigate impulse spending.
The conversation also covers the impact of ADHD on financial management, support systems, and the benefits of targeted savings accounts.
00:00 Introduction to Sherry, the ADHD Money Coach
00:32 Sherry's Two by Four Moment: The Turning Point
01:40 Navigating Financial Challenges After Job Loss
04:53 Focusing on ADHD Entrepreneurs
06:36 Common Financial Struggles for ADHD Individuals
08:37 Strategies to Manage Impulse Spending
11:21 Building a Budget for ADHD Minds
14:01 Supporting Loved Ones with ADHD in Their Financial Journey
17:36 Final Tips and Advice for ADHD Entrepreneurs
Connect with Sherry:
Instagram @moneymindsetfc
*Be sure to send her all your questions!!
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In this episode I interview my client Angela, who shares her transformative experience in my signature coaching program. Angela discusses her initial struggles with budgeting, the steps she took to overcome her financial challenges, and the positive impact of coaching had on her financial habits and lifestyle.
01:26 Interview Begins
01:38 Angela's Struggles Before Coaching
03:10 Realizing the Need for Help
08:24 Biggest Takeaways
10:58 Final Thoughts and Testimonials
Mentioned in Episode:
Schedule your 90-Minute Money Intensive Today! Learn more HERE
Financial Freedom Accelerator
Financial Freedom Jumpstart
Budget Breakthrough Call
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In this episode, I talk about the common misconception that budgeting is too restrictive. As I dive into this topic as so many times I have and others have, I share with you the true result my client was getting from not budgeting. Featuring insights from client experiences, I emphasize the significance of aligning your budget with personal values and desires. By exploring spending habits through tailored exercises, listeners are encouraged to shift their perspective on money management.
00:23 Balancing Fun and Financial Responsibility
03:08 Overcoming Budgeting Myths
05:06 Creating a Personalized Budget
07:16 Aligning Spending with Values
11:36 Empowering Your Financial Journey
16:16 Programs and Support
Subscribe to the Budget Breakthrough Pop-Up Podcast Series
Mentioned in Episode:
Signature Program
60 Day Program
Free Call
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In this episode, I discuss the common frustrations of budgeting and why so many individuals who are budgeting are not seeing success. While budgets are essential for outlining expenses and needs, they are not the action-oriented piece that drives financial progress. Listen to the episode to understand a budget’s purpose and what action pieces need to be implemented to see success on your money journey.
00:00 Is Your Budget Failing You?
01:47 The Role of a Budget in Financial Planning
04:28 The Missing Pieces
05:48 Adapting to Modern Financial Management
11:40 Implementing the Cash Flow Success Method
14:48 Achieving Financial Stability
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Mentioned in Episode:
Free Call
Financial Freedom Jumpstart
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In this episode of the Wealthy After 40 podcast, I welcome Financial Coach, Elizabeth Rosenberg. Elizabeth is a former corporate finance professional and today she discusses her mission to empower parents to raise financially savvy children through her initiative 'Grow My Piggy'. She shares her experiences and offers practical advice on instilling positive money habits and mindsets in kids.
00:04 Meet Elizabeth Rosenberg: Financial Coach and Entrepreneur
00:13 Elizabeth's Journey: From Corporate Finance to Financial Education
01:25 The Importance of Early Financial Education
02:44 Practical Financial Lessons from Childhood
04:19 The Role of Parents in Financial Education
05:36 Key Financial Skills for Kids
10:02 Aligning Financial Decisions with Personal Values
13:38 Building Confidence in Financial Decisions
17:27 Practical Tips for Financial Conversations with Kids
24:09 Resources and Final Thoughts
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In this episode, I explore the pros and cons of automating your finances. I cover key areas like savings, investments, and debt repayment. I also share how to set yourself up for success by having a solid plan before automating.
00:00 Introduction: Is Automation the Answer for Better Finances?
00:27 Personal Story: My Cash Envelope System
01:52 Creating Your Own Financial System
02:30 Benefits of Financial Automation
04:21 Addressing Common Concerns and Misconceptions
07:26 Key Areas for Financial Automation
10:09 The Importance of Having a Plan
13:32 Conclusion: Is Automation Right for You?
Mentioned in the Episode:
Episode 003 - How Using Cash Envelopes Saved Us During Financial Crisis
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If you constantly feel short on cash, tune in to this episode to uncover whether it's more a matter of perception than reality. I'll guide you through identifying if your financial stress is driven by feelings or facts and provide actionable steps to address either situation.
00:00 Introduction: Do You Truly Lack Money?
00:27 Client Stories: Perception vs. Reality
01:56 Emotional Impact on Financial Decisions
02:27 Identifying the Real Issue: Money Management
04:36 Creating a Cash Flow Management System
07:06 The Power of Three Framework
12:38 Conclusion: Perception or Reality?
**Be sure to join the Private Podcast - Budget Breakthrough Series. The first episode drops July 29, 2024. Click HERE to subscribe and not miss out on this series.
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In this episode of the Wealthy After 40 podcast, I interview Lisa Ziderman, a matrimonial attorney and certified divorce financial analyst based in New York.
Lisa discusses the critical steps to prepare for a financially successful divorce, emphasizing the importance of gathering financial documentation, choosing the right attorney, and assembling a professional team.
She also covers key financial documents, the significance of the Statement of Net Worth, discovery, depositions, and what to expect during litigation. Lisa provides practical advice and resources, including access to a free financial helpline for women via Savvy Ladies.
00:00 Introduction to Today's Episode
00:04 Meet Lisa Ziderman: Expert in Divorce and Finances
01:10 Preparing for the Best Financial Outcome in Divorce
02:42 Key Financial Documents to Gather
05:01 Choosing the Right Attorney and Building Your Team
07:41 Understanding the Statement of Net Worth
09:45 The Discovery Process and Marital Estate Chart
14:32 The Importance of Depositions
19:32 Navigating Litigation in Divorce
24:08 How to Connect with Lisa Ziderman
25:29 Conclusion and Final Thoughts
Connect with Expert Guest: Lisa Zeiderman
@lisazeiderman on LinkedIn, FB, Insta and Twitter
June's Special Offer - Complimentary Financial Foundations Intensives. Click HERE to read more and schedule your free call to reserve a spot before they're gone. Be sure to mention JUNE when you get on the call.Connect with me on Instagram to share your thoughts and ask questions @elevatefinances https://www.instagram.com/elevate_finances/
Be sure to join my newsletter for insights on growing wealth, behind-the-scenes musings, and opportunities to contribute to future episodes. You will receive the most updated podcast listening guide released each quarter. https://elevatefinancesllc.myflodesk.com/podcast
Are you looking for 1:1 support with your finances? Schedule your free Budget Break Thru Session to learn more about what coaching can look like for you. https://bit.ly/chatwithdalenehiggins
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In this episode, I share a personal financial journey on navigating the process of making a large purchase—in this case, buying a new home.
Using that story as an example, I provide key advice including defining your purchase criteria, understanding your financial situation, avoiding desperation, and being aware of market conditions.
00:00 Introduction to Navigating Large Purchases
00:14 Defining a Large Purchase
01:07 Personal Story: Moving Closer to Family
02:23 Setting Criteria for the New Home
03:49 The Search Begins: Online and Physical
04:44 Challenges and Adjustments in the Search
09:30 Financial Considerations and Budgeting
11:10 Making the Offer and Final Decisions
16:01 Lessons Learned and Final Thoughts
16:59 Upcoming Episodes and Final Remarks
June's Special Offer - Complimentary Financial Foundations Intensives. Click HERE to read more and schedule your free call to reserve a spot before they're gone. Be sure to mention JUNE when you get on the call.Connect with me on Instagram to share your thoughts and ask questions @elevatefinances https://www.instagram.com/elevate_finances/
Be sure to join my newsletter for insights on growing wealth, behind-the-scenes musings, and opportunities to contribute to future episodes. You will receive the most updated podcast listening guide released each quarter. https://elevatefinancesllc.myflodesk.com/podcast
Are you looking for 1:1 support with your finances? Schedule your free Budget Break Thru Session to learn more about what coaching can look like for you. https://bit.ly/chatwithdalenehiggins
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In this episode, I share advice and tips to becoming your own financial advisor.
Key points include understanding your finances, setting clear financial goals, and managing debt.
While financial advisors play a valuable role, individuals will understand their money best. Specific steps are shared, such as educating oneself on specific financial topics, setting and detailing financial goals, managing debt responsibly, investing wisely, planning for retirement, and regularly reviewing and adjusting financial plans.
00:00 Introduction and Purpose
00:41 Client Success Story
01:17 Understanding Your Money
02:12 Role of Financial Advisors
03:46 Becoming Your Own Financial Advisor
04:48 Educate Yourself
09:31 Set Financial Goals
12:14 Manage Your Debt
15:58 Invest Wisely and Plan for Retirement
19:08 Review and Adjust Regularly
20:42 Conclusion and Recap
June's Special Offer - Complimentary Financial Foundations Intensives. Click HERE to read more and schedule your free call to reserve a spot before they're gone. Be sure to mention JUNE when you get on the call.Connect with me on Instagram to share your thoughts and ask questions @elevatefinances https://www.instagram.com/elevate_finances/
Be sure to join my newsletter for insights on growing wealth, behind-the-scenes musings, and opportunities to contribute to future episodes. You will receive the most updated podcast listening guide released each quarter. https://elevatefinancesllc.myflodesk.com/podcast
Are you looking for 1:1 support with your finances? Schedule your free Budget Break Thru Session to learn more about what coaching can look like for you. https://bit.ly/chatwithdalenehiggins
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In today's episode, we wrap up our series on savings with actionable steps for consistent savings growth and creating a personalized savings plan.
Key highlights include understanding and ensuring enough funds to cover bills and spending, measuring savings progress beyond just account balances, and saving with clear intentions.
Discover how to build a stable financial future by defining your savings priorities and tracking your progress effectively.
00:00 Introduction and Episode Overview
00:29 The 90 Day Summer Savings Challenge
01:00 Three Steps for Consistent Savings Growth
01:17 Step 1: Ensure You Have Enough Money
02:50 Step 2: Measure Your Progress
04:35 Step 3: Save with Intention
10:17 Creating Your Own Savings Plan
15:49 Special Offers and Conclusion
June's Special Offer - Complimentary Financial Foundations Intensives. Click HERE to read more and schedule your free call to reserve a spot before they're gone. Be sure to mention JUNE when you get on the call.Connect with me on Instagram to share your thoughts and ask questions @elevatefinances https://www.instagram.com/elevate_finances/
Be sure to join my newsletter for insights on growing wealth, behind-the-scenes musings, and opportunities to contribute to future episodes. You will receive the most updated podcast listening guide released each quarter. https://elevatefinancesllc.myflodesk.com/podcast
Are you looking for 1:1 support with your finances? Schedule your free Budget Break Thru Session to learn more about what coaching can look like for you. https://bit.ly/chatwithdalenehiggins
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In this episode, we welcome public relations professional and podcaster Steve Mullen. Steve shares insights from his podcast 'Caregiving Gen X Style,' which he co-hosts with his wife, and also discusses his family's approach to financing their children's college education. The episode emphasizes the importance of budgeting, financial planning, and teaching children money management skills for a secure financial future.
00:00 Introduction to Special Guest Steve Mullen
00:17 Steve Mullen Shares Insights on Caregiving and His Podcast
01:40 A Glimpse into Assisted Living: Wine Down Wednesday Story
03:02 Navigating College Costs: A Parent's Perspective
03:56 Steve's Approach to Funding His Children's Education
06:16 The Benefits of a 529 Plan and Managing College Expenses
18:21 Financial Independence and Lessons for College Students
22:19 Closing Thoughts and Where to Find Steve Mullen
Connect with Guest: Steve Mullen
Caregiving GenX Style
Twitter
Facebook
Are you ready to kick it up a notch with your savings?
Be sure to join the 90-Day Summer Savings challenge starting June 3rd. Don’t miss out! Register today!!Are you looking for 1:1 support with your finances?
Schedule a free Budget Break Thru Session to learn more about what coaching can look like for you. On this 30-minute call, we’ll explore your current challenge and how to start making progress forward.Visit my website to learn more about financial coaching, who I am, and discover more free resources and events.
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This episode of the Wealthy after 40 podcast features financial planner Sean Mullaney, President of Mullaney Financial and Tax, discussing the benefits of a Solo 401k for solopreneurs looking to save for retirement. Sean, also known for his FITaxGuy blog, shares his expertise on how self-employed individuals can effectively plan their retirement savings without the traditional employer-sponsored 401k options.
The discussion is intended to be for general educational purposes and is not tax, legal, or investment advice for any individual. Dalene and the Wealthy After Forty podcast do not endorse Sean Mullaney, Mullaney Financial & Tax, Inc. and their services.00:00 Introduction to Wealthy After 40: Focus on Solopreneurs
00:37 Exploring the Solo 401k with Sean Mullaney
02:37 The Advantages of a Solo 401k for Entrepreneurs
05:43 Comparing Solo 401k with IRAs and Roth IRAs
09:20 Starting Points for New Solopreneurs in Retirement Planning
13:41 Choosing the Right Financial Institution for Your Solo 401k
17:47 How to Connect with Sean Mullaney
Connect with Expert Guest: Sean Mullaney
X https://twitter.com/SeanMoneyandTax
YouTube https://www.youtube.com/@SeanMullaneyVideos
His award-winning blog: FITaxGuy.comBlog Post: IRA Contributions for Beginners
Let’s Connect!Are you ready to kick it up a notch with your savings?
Be sure to join the 90-Day Summer Savings challenge starting June 3rd. Don’t miss out! Register today!!Are you looking for 1:1 support with your finances?
Schedule a free Budget Break Thru Session to learn more about what coaching can look like for you. On this 30-minute call, we’ll explore your current challenge and how to start making progress forward.Visit my website to learn more about financial coaching, and who I am, and discover more free resources and events.
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Feeling behind on retirement savings and worried you will never be able to retire? This episode is for you.
In this episode, I cover the following topics:
How to define your retirement gapFive strategies to help close the gap and find successImportance of budgeting to achieve retirementMoney fears that may be holding you backLet’s Connect!
Are you ready to kick it up a notch with your savings?
Be sure to join the 90-Day Summer Savings challenge starting June 3rd. Don’t miss out! Register today!!Are you looking for 1:1 support with your finances?
Schedule a free Budget Break Thru Session to learn more about what coaching can look like for you. On this 30-minute call, we’ll explore your current challenge and how to start making progress forward.Visit my website to learn more about financial coaching, and who I am, and discover more free resources and events.
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This episode features Rizek Housari, a Wealth Advisor, Certified Financial Planner, and CPA, discussing the benefits and strategies of using Health Savings Accounts (HSAs). The episode emphasizes the HSA's role not just for immediate medical expenses but as a critical part of a comprehensive financial and retirement strategy.
In the interview Rizek covers:
HSA as a powerful tool for tax savingEligibility criteria for HSAs Contribution limitsImportance of keeping receipts Strategic use of HSAs for retirement planning Common pitfalls to avoid when using an HSAConnect with Guest Expert, Rizek Housari:
On TikTok
LinkedIn
Let’s Connect!
Are you ready to kick it up a notch with your savings?
Be sure to join the 90-Day Summer Savings challenge starting June 3rd. Don’t miss out! Register today!!Are you looking for 1:1 support with your finances?
Schedule a free Budget Break Thru Session to learn more about what coaching can look like for you. On this 30-minute call, we’ll explore your current challenge and how to start making progress forward.Visit my website to learn more about financial coaching, and who I am, and discover more free resources and events.
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