Dawn Dahlby, CFP®, BFA

LIVE WELLthy™

Education EN ↓ 59 episodes

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.

Author

Dawn Dahlby, CFP®, BFA

Category

Education

Podcast website

dawndahlby.com

Latest episode

Jan 6, 2026

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Episodes

Stop Budgeting, Start Living: Building a Spending Plan that Works 17.09.2024

In this episode of The Live WELLthy Podcast, Dawn Dahlby breaks down why traditional budgeting doesn’t work and how to build a spending plan that lets you live guilt-free today while securing your financial future. Say goodbye to restrictive budgets and hello to smart spending with Dawn’s 𝟏𝟎/𝟐𝟎/𝟑𝟎/𝟒𝟎 𝒓𝒖𝒍𝒆. It’s time to stop budgeting and start living!

Unlock Your Financial Power: Mastering Your Mind and Money to Transform Your Life Part 2 03.09.2024

In this episode, Dawn dives deep into the critical steps to earning more income and making the most of your wealth. You’ll learn: • The importance of leveraging time and how it can exponentially increase your income. • How to focus on your strengths and build a team that complements your talents. • Tactical ways to minimize taxes and make your money work for you. • Why investing in yourself and yo...

Unlock Your Financial Power: Mastering Your Mind and Money to Transform Your Life Part 1 20.08.2024

Join Dawn Dahlby as she dives into how your mindset shapes your financial future. Learn three key steps to maximizing your money: Getting comfortable with money Leveraging your time to increase income Making your money work for you Dawn shares personal insights on overcoming negative patterns and how your thoughts, emotions, and behaviors directly impact your wealth. Whether you're just starti...

The Real Cost of Hiring a Financial Advisor: Part 2 06.08.2024

Welcome back to The Live WELLthy™ Podcast! In This episode, Dawn Dahlby, CFP® BFA and CEO of Relevé Financial Group continues to dive deep into the true value of financial advice. In this episode, Dawn breaks down: • Understanding fee structures: flat fee vs. AUM • Tax strategies and investment planning • Benefits of institutional access to alternative investments • Behavioral financial advice and...

The Real Cost Of Hiring A Financial Advisor: Part 1 23.07.2024

Are you confused about the true cost of hiring a financial advisor? You’re not alone. In this episode, certified financial planner and behavioral financial advisor Dawn Dahlby dives deep into the often misunderstood world of financial advisor fees. In This Episode: • Dawn addresses the common misconceptions about the cost of financial advice. • Learn about the different ways advisors get paid, fro...

The Role of Core Values in Business and Personal Growth with Jaime Taets 09.07.2024

In this episode of the Live WELLthy™ podcast, Dawn Dahlby chats with Jaime Taets, Chief Vision Officer of Keystone Group International. In a candid conversation, Dawn and Jaime explore the parallels between financial planning and corporate strategy, highlighting how both require a foundation of core values and a mindset geared toward growth. Jaime also shares her personal insights on managing ener...

Brooke Hemingway: Aligned and Abundant, The Journey to The Good Life 25.06.2024

In this episode of The Live WELLthy™ Podcast, Dawn Dahlby chats with Brooke Hemingway, founder of The Good Life, about living an aligned and abundant life. Discover how to balance a successful business with a happy home, align your actions with your values, and embrace joy and fulfillment. Highlights: • Defining “the good life” on your own terms • Balancing business success with family life • Broo...

From College Hoops to Corporate Heights: Stacy Janicki's Inspiring Journey 11.06.2024

Join Dawn Dahlby and one of her long-time clients, Stacy Janicki, in this inspiring episode as they explore Stacy’s journey from basketball stardom at Notre Dame to financial independence. Discover how Stacy and her husband, Kevin, overcame financial struggles, achieved financial security, and balanced their passions with smart investing. Stacy shares valuable insights on disciplined saving, the i...

DO I NEED A FINANCIAL ADVISOR? 28.05.2024

In this episode, Dawn answers the crucial question: "Do I need a financial advisor?"  Dawn explores her own journey of helping millionaires become multimillionaires and the realization that those striving for financial success could benefit even more from the guidance of a fiduciary Certified Financial Planner (CFP®).  Tune in to discover why having a financial advisor is essential for b...

The Power of your Beliefs with Moira Kucaba 14.05.2024

Tune in to our latest podcast episode, "The Power of Beliefs" with Moira Kubaca, where we explore the profound impact of authenticity and vulnerability in our lives.  Moira discusses the importance of peeling back the facade and embracing our shared human experiences of pain, struggle, and fear.  Join us as we delve into the journey of self-acceptance and the power of feeling worthy. Don...

Keep More of Your Hard-Earned Money: The Ultimate Guide To Investment Tax Strategies 30.04.2024

Explore the hidden impacts of taxes on your financial landscape in our latest podcast episode. Discover why taxes are likely your biggest expense and how they shape not only your income but also your investments and financial decisions.  Uncover the truth about taxes – your biggest expense – and learn how they impact not just your income, but also your investments and financial decisions. Don'...

Escape the Cash Trap: 7 Reasons to Move Your Cash and Maximize Your Growth 16.04.2024

Have you ever pondered the hidden costs of keeping your money stagnant in cash? Join us as we dive deep into the concept of the "Cash Trap" and its implications on your financial well-being. Discover the seven compelling reasons why reallocating your funds from cash into the market could be a game-changer for your financial future. In a world where every dollar counts, it's essential...

Nothing More Powerful Than Mental Toughness with Coach Darleen Santore “Coach Dar” 28.03.2024

Do not miss this transformative episode where we dig into the power of mental toughness with Coach Darleen Santore “Coach Dar”. We'll explore the depths of resilience, determination, and unwavering mindset that define this remarkable trait. From real-life stories of triumph over adversity to practical strategies for building resilience, this episode is a captivating journey into the human spir...

Do You Know Your Number? How Much is Enough? 27.02.2024

In this episode, we tackle the burning question that often keeps us up at night: "How much money is enough?" As a seasoned financial planner, Dawn sheds light on the importance of understanding your unique financial needs and aspirations to live comfortably both now and in the future. Dawn also explains the importance and ease of getting started with investing. Follow THIS LINK to open a...

The Journey of an Entrepreneur: Struggle to Success with Bennett Maxwell 13.02.2024

Tune in to hear from Bennett Maxwell, Founder of Dirty Dough Cookies. Bennett started selling franchises in December 2021 and, in the first seven months, has franchised over 89 stores – so he knows a thing or two about the entrepreneurial journey! Passionate about building purpose-driven companies, Bennett believes businesses should be driven first and foremost by a higher purpose. He saw the pote...

Cracking Through Insecurities: A Journey to Being Enough with Adam Jablin, Founder of The Hero Project 30.01.2024

Join us in this powerful episode as I sit down with Adam Jablin, the Founder of The Hero Project , to dig into the transformative journey of becoming the hero in your own story. From addictions to business and family, Adam shares the valuable lessons he learned through his own struggles and how he guides others to discover their true selves. Adam shared his "Journey to Enough" - he opene...

Master Your Money Mindset for Wealth and Well-Being | LIVING WELLthy in 2024 and Beyond 16.01.2024

Move over scarcity mindset and get un-stuck and feel good as hell with your money and your life! 🌟 Unraveling the Money Mindset: Move over scarcity mindset! Discover the secrets to breaking free from overspending or over-saving fears. On the "LIVE WELLthy Show" we dive into the heart of financial well-being, helping you navigate the delicate balance between living for today and planning...

Buy Back Your Time and Realize, You ARE Enough! -with Dan Martell 03.01.2024

Dive into this episode where I talked with Dan Martell, an award-winning Canadian entrepreneur, investor, coach. And best-selling author of “Buy Back Your Time” which is fantastic timing for TAKING CONTROL IN 2024! 🎙️ Take control of your money, business, time, mindset, and LIFE! Tune in and hear Dan’s take on how you’re using your free time can make or break your success. And his secret: It’s not...

Budgets Suck! Create your Spending Plan instead! 31.10.2023

We're shaking things up in the finance world and saying goodbye to budgets – yes, you heard it right! We’re all about embracing a Spending Plan that aligns with your life and brings joy to your financial journey. 🎉 In this episode: 🎙️ We dive into the 40 30 20 10 system – a transformative approach to managing your money that’s all about living life to the fullest, not about restrictions. 🎙️ D...

How to Invest Your Hard-Earned Income with Jake Fromm 25.10.2023

Ever feel there's more to the financial world than meets the eye? 🔍 Today, you're in for a treat! Let's uncover the mastermind behind our top financial strategies: Jake Fromm, affectionately known as 'Jake No Mistake.' 🌟 Jake and I take a deep dive into essential money management tips, sharing hidden gems that can boost your financial prowess. 🚀 But it's not all numbers...

GROWTH with Chris Lee 17.10.2023

Welcome back to another captivating episode of the Live WELLthy Podcast! Join me, your friendly host, Dawn Dahlby, as we embark on an enlightening conversation with the incredible entrepreneur and business growth expert, Chris Lee. 🚀 Key moments: 01:00 - Who is Chris Lee 04:40 - Most people don't need a college degree 12:52 - Deciding to build a business 17:40 - "Paid" education 22:...

3 Tax Saving Mistakes Small Biz Owners & Network Marketers Make Part 3 03.10.2023

In this episode of the Live Wealthy podcast, I'm diving deep into the world of tax-efficient wealth building. Join me as we explore the often-missed opportunities for reducing your tax burden and securing your financial future. 00:31 - Tax Write-Offs 02:25 - Investing in Your Future + Retirement Plans 07:10 - Roth IRA vs. Traditional Plans 11:56 - Health Savings Accounts Tune in for actionable...

3 Tax Saving Mistakes Small Biz Owners & Network Marketers make Part 2 06.09.2023

📊 Think you've mastered the tax game by nailing those BIG write-offs? Hold on! Uncover more than 125 lesser-known chances for business owners to slash expenses—an area most entrepreneurs overlook. Join me in this episode as I unveil specific examples, demonstrating how you can retain more funds for self-investment and business growth. 💸🎙️ Key moments: 01:57 - Why most entrepreneurs miss thei...

3 Tax Saving Mistakes Small Biz Owners & Network Marketers make Part 1 23.08.2023

🎙️🌟 Are taxes just another daunting aspect of running a business, or could they be your secret weapon for unprecedented growth? Welcome to a game-changing episode that shatters the myths and misconceptions surrounding taxes, designed exclusively for visionary entrepreneurs like you. Join me, Dawn Dahlby - a.k.a. D-Money - where on this episode we crack the tax code and unveil the untapped potenti...

Embracing Financial Empowerment with Kimberly Bannwarth 08.08.2023

I'm thrilled to introduce Kimberly Bannwarth, Vice President, Co-Founding Partner, Managing Director, and Private Wealth Advisor at Relevé Financial! Join us as we share our journey of bringing Relevé to life and how we broke stereotypes to build a thriving business by inspiring people to think differently about their wealth so they can LIVE WELLthy™ today and tomorrow. In this podcast you'll lear...

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