Dawn Dahlby, CFP®, BFA
LIVE WELLthy™
Think differently about your wealth! Tired of feeling like you have to choose between enjoying today and saving for tomorrow? Why not have both? The LIVE WELLthy™ podcast is here to help you learn about comprehensive financial planning. Hosted by Dawn Dahlby, CFP®, BFA, and CEO of Relevé Financial Group. New episodes every other Tuesday.
Autor
Dawn Dahlby, CFP®, BFA
Categoría
Web del podcast
Último episodio
6 de ene. de 2026
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Episodios
Stop Surviving Success | A Smarter Wealth Plan for Women in Tech (2026 Strategy) 06.01.2026 8:23
Are you a successful woman in tech who still feels financially overwhelmed? In this episode, Dawn Dahlby breaks down why high-earning women are “surviving success” — and how to build a smarter, values-aligned wealth plan for 2026. If you’re juggling salary, bonuses, RSUs, equity compensation, and burnout, this conversation will help you reclaim control of your money, your time, and your peace of m...
Your 2026 Money Reset: The 4 Steps to Shift Your Financial Power Now 23.12.2025 7:02
Certified Financial Planner™ and behavioral financial expert Dawn Dahlby reveals the proven 4-step process used inside her WELLthy360™ planning model to help high-earning women turn income into peace, clarity, and long-term wealth. Learn how to identify your true Freedom Number, reverse-engineer your 2026 financial strategy, and apply advanced tax and investment planning used by top executives. 👉...
Last Call: The Tax-Saving Moves That Expire December 31st 09.12.2025 5:34
The December 31st deadline is approaching, and many of the most valuable tax-saving strategies will disappear with it. In this episode, Dawn Dahlby, CFP®, BFA™, shares the essential year-end tax moves she recommends to her high-income female clients — from maximizing contributions and strategic Roth conversions to tax-loss harvesting, charitable strategies, and business deductions. If you’re an ex...
Why Financial Freedom Feels So Out of Reach for Women (WHAT'S REALLY GOING ON?) 14.10.2025 8:53
Why does financial freedom feel so far away—even for successful, hardworking women? In this empowering episode, Dawn Dahlby unpacks the real reason so many women feel stuck with money and reveals the mindset, emotional shifts, and strategic steps needed to finally claim the wealth and peace you deserve. Ready to stop chasing money and start living WELLthy™?
The 1% Chance That Changed Everything: How Amberly Lago Rebuilt Her Life and Wealth 22.07.2025 29:04
The 1% Chance That Changed Everything: How Amberly Lago Rebuilt Her Life and Wealth What happens when you’re given a 1% chance of saving your leg—and your entire life turns upside down? In this powerful episode of The Live WELLthy™ Podcast, Dawn Dahlby sits down with author and speaker Amberly Lago, who shares her unbelievable journey from tragedy to transformation. After surviving a catastrophic...
Why Time, Not Money, Is the Real Secret to Wealth 08.07.2025 16:06
Think more money equals more freedom? Think again. In this episode, Dawn Dahlby—Certified Financial Planner™, Behavioral Financial Advisor, and CEO of Relevé Financial Group—reveals why mastering your time is the real secret to building lasting wealth. You’ll learn:✅ Why the wealthy protect their calendars more than their cash✅ How to align your time with your values to increase income✅ The 35,...
The Million Dollar Strategy Hiding in Your Taxes 24.06.2025 13:51
What if the money you’re sending to the IRS could actually fund your retirement? In this episode, Dawn Dahlby—Certified Financial Planner and CEO of Relevé Financial Group—reveals how she and her husband turned $88,000 in taxes into a million-dollar retirement plan using a strategy called entity stacking. If you’re a business owner, consultant, or high-income earner, this episode could save you si...
You’re Losing 50% of Your Wealth Without This Plan (Estate Planning for Business Owners) 27.05.2025 20:08
🔗 Get a FREE Financial Assessment review here: https://relevefinancialgroup.com/complimentary-financial-assessment/ Avoid the #1 mistake that costs entrepreneurs and small business owners up to half of their hard-earned wealth — not having a solid estate and legacy plan. In this episode, Dawn Dahlby, CFP® and Behavioral Financial Advisor, breaks down why estate planning isn’t just for the ultra-w...
Grow It: How to Invest, Minimize Taxes, and Build Lasting Wealth 13.05.2025 20:37
Ready to make your money work for you? In this episode, Dawn Dahlby—Certified Financial Planner™, the nation’s first Behavioral Financial Advisor®, and CEO of RELEVÉ Financial Group—shares the final step in her Own it, Earn it, Grow it framework. You’ll learn how to:✅ Build a smart, diversified investment plan✅ Minimize taxes through powerful strategies✅ Protect your wealth and create lasting f...
Earn It: How to Maximize Your Income and Spend Smarter 29.04.2025 17:35
In this episode of The Live WELLthy™ Podcast , Dawn dives into the second phase of her signature framework: Earn It . Whether you’re a high-level executive, small business owner, or ambitious side hustler, this episode will show you how to increase your income by working in your strengths, explore new income opportunities, and get crystal clear on spending with intention. Dawn shares practical s...
Own Your Wealth: How to Align Your Money with Your Core Values 15.04.2025 19:32
Free Core Values Exercise https://www.buildwealthandworth.com/corevaluesexperience You’re not broke—you’re misaligned. In this episode, I break down the Own It phase of my Own it, Earn it, Grow it framework and show you how to stop chasing wealth that doesn’t fulfill you. If your money isn’t aligned with your core values, you’ll always feel like something’s missing—no matter how much you earn. I’l...
Grit, Grace, and Growth: Corree Roofener’s Journey to Redefine Wealth 01.04.2025 40:16
What does it really mean to be wealthy? In this raw and powerful episode, Dawn sits down with Corree Roofener—entrepreneur, foster mom of six, and financial coach—who shares her incredible journey from scarcity to strength. Through tragedy, bankruptcy, and breakthrough, Corree discovered how to align her money with her mission and build a life filled with purpose, adventure, and family. 👇 Connect...
Stop Chasing Money: Know How Much is Enough 18.03.2025 24:14
🔗 Ready to grow your wealth? Fill out our financial assessment here: https://bit.ly/BONUSFinancialAssessment Tired of feeling like you’re always chasing more money but never feeling secure? In this episode, Dawn reveals how to discover your enough number and stop the endless cycle of financial stress. Learn the six key pillars of comprehensive financial planning that will empower you to live with...
Financial Blind Spots: The Top 5 Missed Opportunities Costing You Thousands 04.03.2025 19:56
🔗 Ready to grow your wealth? Fill out our financial assessment here: https://bit.ly/BONUSFinancialAssessment Are you unknowingly leaving thousands—or even hundreds of thousands—on the table? In this episode of The Live WELLthy™ Podcast, Dawn Dahlby, Certified Financial Planner and Behavioral Financial Advisor, reveals the top 5 missed opportunities that could be silently draining your wealth. Jus...
Redefining Wealth Part 2: Earn From Your Strengths. Spend From Your Values. 18.02.2025 33:05
Ready to grow your wealth? Fill out our financial assessment here: https://bit.ly/BONUSFinancialAssessment Start your CORE Values here: https://www.buildwealthandworth.com/corevaluesexperience Unlock the secret to financial freedom by aligning your income with your strengths and your spending with your values. In this episode, Dawn Dahlby shares actionable insights to help you grow your wealth whi...
Redefining Wealth Part 1: How Much Is Enough? 05.02.2025 16:14
🔗 Ready to grow your wealth? Fill out our financial assessment here: https://bit.ly/BONUSFinancialAssessment How much is enough to live the life you truly want? In this episode, Dawn Dahlby uncovers the philosophy of Living WELLthy™, redefining wealth beyond numbers and financial goals. Discover how setting financial standards and aligning them with your values can lead to lasting fulfillment and...
The Wealth-Building Power of Real Estate: Lessons from My First Fix and Flip 21.01.2025 25:23
🔗 Ready to grow your wealth? Fill out our Financial Assessment here: https://bit.ly/BONUSFinancialAssessment In this episode, I’m sharing my firsthand experience with my very first fix and flip—what worked, what didn’t, and the key lessons I’ve learned about building wealth through real estate. Whether you’re an entrepreneur looking for new income streams or just curious about getting started, th...
The $300,000 Question: What’s the Real Cost of Doing Nothing with Your Money? 07.01.2025 20:49
➡️ FREE Financial Assessment : https://bit.ly/BONUSFinancialAssessment Is doing nothing with your money really costing you? In this episode, Dawn breaks down the shocking hidden costs of financial inaction—up to $300,000 or more over your lifetime. Discover the tangible and intangible consequences of procrastination, how to spot inefficiencies in your current financial plan, and actionable steps t...
Redefining Wealth: A Bold Vision for 2025 and Beyond 24.12.2024 27:30
➡️ FREE Financial Assessment: https://bit.ly/BONUSFinancialAssessment In this episode of The Live WELLthy™ Podcast, Dawn Dahlby shares a bold vision for 2025, redefining what it means to "Live WELLthy.™" Discover how aligning your financial, personal, and spiritual growth can empower you to be and have enough—unlocking a life of freedom, fulfillment, and abundance. Start the new year with purpose...
Top 10 Tax Moves to Take Action on Before the End of 2024 10.12.2024 23:04
Don’t let the year-end sneak up on your finances! In this episode of The Live WELLthy™ Podcast , Dawn shares the top 10 tax strategies you need to implement before December 31st. From maximizing deductions to cutting your tax bill, these tips will help you save money, reduce stress, and set yourself up for an abundant holiday season and beyond. FREE Financial Assessment: https://bit.ly/BONUSFinanc...
Giving Thanks and Giving Back: A WELLthy™ Approach to Wealth and Generosity 26.11.2024 22:24
Discover how gratitude and generosity can transform your financial mindset and life! In this episode, Dawn shares 7 actionable steps to shift from scarcity to abundance, helping you build financial and personal security. Start thriving today! Free Financial Assessment
Want More Money? The Secrets of Smart Financial Decisions 12.11.2024 19:59
Want more money in your life? In this episode, Dawn Dahlby dives into the smart financial decisions and tax-saving strategies that can help you grow your wealth, reduce stress, and make the most of every dollar—without sacrificing today’s enjoyment for tomorrow’s security Financial Assessment
The Power of Financial Education: Boost Employee Morale and Business Profits 29.10.2024 24:07
Financial stress impacts productivity and workplace morale—but it doesn’t have to. In this episode, Dawn Dahlby reveals how effective financial education can empower employees, reduce stress, and boost your business’s bottom line. 📲 Connect with Dawn Dahlby Website: https://dawndahlby.com/ Facebook: https://www.facebook.com/dawndahlby Instagram: https://www.instagram.com/dawndahlby/ LinkedIn: htt...
Tax-Efficient Investing: Maximizing Your Returns 15.10.2024 16:54
Maximize your investment returns with tax-efficient strategies! Certified Financial Planner Dawn Dahlby explains how to optimize your portfolio by balancing taxable, tax-deferred, and tax-free accounts. Learn the importance of diversification, managing risk, and rebalancing your investments to reduce taxes and increase performance. • Why tax efficiency boosts returns • How to balance different acc...
Core Values and Cash: How Couples Can Turn Money Friction into Freedom 01.10.2024 26:11
In this episode of The Live WELLthy Podcast, Dawn Dahlby shares practical tips for couples to transform money-related stress into financial harmony. Learn how understanding core values, improving communication, and creating a shared financial vision can bring you and your partner closer. Tune in for actionable steps that can help you turn financial friction into lasting freedom! Don’t forget to ta...
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