Laura Rotter, CFA, CFP® | Financial Advisor for Women in Midlife Transitions

Making Change with your Money

Business EN ↓ 125 episodes

Making Change with Your Money is the go-to podcast for women in midlife experiencing major life transitions and ready to transform their relationship with money. Hosted by Laura Rotter, CFA, CFP®—a financial advisor and Founder of True Abundance Advisors—this podcast features intimate conversations with women who have successfully navigated career changes, divorce and financial independence, retirement planning, entrepreneurship, and complete life reinvention. Every episode explores both the practical side of financial planning for women and the deeper inner work around money mindset, worthine...

Author

Laura Rotter, CFA, CFP® | Financial Advisor for Women in Midlife Transitions

Category

Business

Latest episode

Jul 5, 2026

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Episodes

Helping Clients Navigate Organizational Change: an interview with Martha Legare of the Gantt Group 30.12.2023

Martha Legare is a behavioral scientist, an MBA, PMP, CMP, ACE & EMCC Coach, and a consultant with deep expertise in project management and organization change. Martha formed a startup with 2 partners before it was trendy (they are still friends), and then managed a manufacturing plant in California. For the last 20 years, she's been consulting and coaching, leading projects, and helping clien...

Creativity Coaching for Artists and Creators: an interview with Naomi Vladeck, Certified Creativity Coach 23.12.2023

Naomi Vladeck is a certified life coach devoted to advancing the work of independent artists and creatives through her company, Creativity Matters Coaching. Naomi  is skilled at cultivating authentic connections, championing individual creativity, and navigating life's changes and transitions to help her clients make choices that empower them to live a fully expressed creative life. Born into a fa...

Improving Balance for Strength and Health: an interview with Monique de la Cour, owner of Monique de la Cour Health and Fitness 16.12.2023

Monique de la Cour has been a personal trainer and health coach for the past 19+ years. Monique helps improve the balance, strength and health of women over 50 who worry about osteoporosis and are afraid of falling. She helps her clients regain confidence and energy in a safe manner so that they may continue their active lifestyle. In our discussion, Monique breaks down her process when working wi...

Educating Aspiring Social Entrepreneurs: an interview with Dr. Rasheda Weaver, founder and CEO of Weaver's Social Enterprise Directory 09.12.2023

Dr. Rasheda Weaver is the founder of Weaver's Social Enterprise Directory and a leading expert on social entrepreneurship. She was the first Assistant Professor for the Hynes Institute for Entrepreneurship and Innovation at Iona University in 2017. Dr. Weaver's book, "Social Entrepreneurship: a Practical Introduction," is a seminal work in the field of social entrepreneurship. Dr. Weaver's shared...

Branding Photography That Tells Your Story: an interview with Charissa Yong of Charissa H. Yong Photography, LLC 02.12.2023

Charissa Yong, founder of Charissa H. Yong Photography, LLC,  understands the importance of building a personal brand that tells your story as a professional that people want to do business with. She loves to help service-based entrepreneurs who are ready to stand out in the crowded online world. Charissa was raised by her grandparents in Malaysia, and moved to the United States after her grandpar...

Empowering Clients Through Tax Optimization: an interview with Samantha Santaniello, CPA, Tax Partner 25.11.2023

Samantha Santaniello is a CPA and partner at RSK Tax and Consulting, bringing a wealth of knowledge and expertise in accounting and financial reporting to her work with clients. She serves as a financial coach for female entrepreneurs and professionals, helping them to build wealth on their own terms. Samantha shared that she grew up in a second generation immigrant family that distrusted banks an...

Breathing Together: an interview with Rabbi Sheila Peltz Weinberg 18.11.2023

Rabbi Sheila Peltz Weinberg served as a congregational rabbi for seventeen years and is well known as a teacher of mindfulness meditation to rabbis, Jewish professionals and lay people as a co-founder of the Institute for Jewish Spirituality. She's the author of several books , including Surprisingly Happy, God loves the Stranger and Let Us All Breathe Together, and has published widely on such to...

Designing a Life You Love: an interview with Michele Lamoureux, CEO of Lamoureux Media 11.11.2023

Michele Lamoureux, distinguished author, certified empowerment and holistic health coach, and host of the acclaimed podcast "The Good Life with Michele Lamoureux," is a leading figure in the field of personal development. Michele has over fifteen years of experience in international marketing and branding campaigns for professional service firms, after which she founded Lamoureux Media. Her firm o...

Breaking Through The Mirrored Door: an interview with Ellen Taaffe, Professor at Kellogg School of Management 04.11.2023

Ellen (Connelly) Taaffe is a Clinical Associate Professor at the Kellogg School of Management, where she teaches Personal Leadership Insights and is the Director of Women's Leadership Programming. Previously, she was a senior executive at PepsiCo, Royal Caribbean, and the Whirlpool Corporation and is now a board director for three companies. She shares her insights in media like Harvard Business R...

Stress Less and Thrive: an interview with Jessica Harrington, Founder of Journey to Yourself 28.10.2023

Jessica Harrington, MPH is a public health educator and the founder of “Journey to Yourself.”Jessica is a speaker and a leader, aiding people to tackle stress, form self-care habits, and develop effective communication. From running a small community business to juggling jobs to earn a Master’s in Public Health, Jessica’s passionate journey started with a demanding career in the social work sector...

Letting Love Lead the Way: an interview with Andrea Leigh Austin, co-founder of My Conscious Wellness 21.10.2023

Andrea Lee Austin is the co-founder of my Conscious Wellness, pioneers in the Canadian consciousness and alternative wellness space. Andrea is a former CPA with KPMG. She specialized in corporate and personal taxation and she's currently completing her degree in metaphysics, including a PhD in conscious business ethics, as she explores the world of sacred finance and bringing love back into busine...

Breaking Money Silence: an interview with Kathleen Burns Kingsbury of KBK Wealth Connection 14.10.2023

Kathleen Burns Kingsbury is the founder of KBK Wealth Connection and host of the Breaking Money Silence® podcast. She is an internationally published author, speaker, consultant, and coach. Her firm’s mission is to empower women, couples, and families to shatter money taboos and communicate more effectively about financial matters. Kathleen is a a natural saver, and attributes that to having grown...

Reempowering Female Entrepreneurs: an interview with Elle Nagy, founder of Unapologetic Woman 07.10.2023

Elle Nagy is a Self-Leadership Artist who helps women consciously create the life they desire through intentionality, balancing mindset with hearts, and taking complete authority over themselves. Through her approach, she “re-empowers” women to tap into their intuitive knowing and creative powers and become their most evolved selves.  Elle grew up in a middle class South African household, where m...

Advancing Women's Careers in Midlife: an interview with Linda Lautenberg and Judy Schoenberg of EvolveMe 30.09.2023

Judy Schoenberg and Linda Lautenberg are co-founders of EvolveMe, a professional growth company providing individual and group coaching for women in midlife career transition using their proven DARE™ method of career reinvention. Their clients call their EvolveMe experience “life-changing” and “the best professional investment” they’ve ever made.  Linda and Judy each shared that, because of the me...

Harnessing the Power of Mindset for Personal and Professional Growth: an interview with Sally Arkell-Boles of Dynamic Intentions 23.09.2023

Sally Arkell-Boles specializes in providing mindset and high-performance coaching services to help leaders, sales professionals, companies, and mid-career women achieve exponential growth while embracing freedom and empowerment. Sally shared that she grew up surrounded by people with a lot of wealth. She never lacked for anything yet was aware that her family did not feel worthy of the kind of wea...

Becoming a Sage: an interview with Jann Freed of The Genysys Group 16.09.2023

Jann Freed, PhD, is a Leadership Development and Change Management Consultant with The Genysys Group. She assists organizations and individuals in making purposeful change. Jann does this by facilitating vision based strategic planning and executive coaching. Her focus is on helping organizations and individuals get from where they are to where they want to be. Jann shared that she grew up in a sm...

Helping You Develop Your Genuine Personality Brand: an interview with Danielle Hughes of More Than Words Marketing 09.09.2023

As the Chief Personality Officer of More Than Words Marketing, Danielle Hughes helps individuals and institutions to develop their Genuine Personality Brands. This allows her clients to own and embody their message, feel comfortable expressing it, and convey what makes them different from their competition so they can attract the right audience and repel the wrong one.   Danielle shared that she g...

Pivoting from Caterer to Professional Organizer: an interview with Carolyn Dow of Seriatim Inc. 02.09.2023

Carolyn Dow owned and managed a successful catering company in New York City for 25 years. It was a natural pivot for her to join Seriatim, a leading Company in professional organizing and move management. She brings her expertise in planning and problem solving, passion, and understanding of people to her new role.  Carolyn shared her dramatic story of being smuggled out of Iraq at the age of 6,...

Empowering Communities and Igniting Change: an interview with Ali Glaser 26.08.2023

Ali is an executive coach who supports her clients in deepening their self-awareness, strengthening their personal and professional relationships and optimizing their individual and organizational performance. She has a particular passion for supporting individuals in achieving optimal work-life balance, ensuring they are well equipped to navigate challenges, and prepared to seize opportunities fo...

Redefining Success Outside of the Circle: an interview with Ali Davies, founder and CEO of Outside of the Circle 19.08.2023

Ali Davies is the Founder of Outside of the Circle and a Change Coach. She specializes in helping successful professionals who feel unfulfilled with the status quo in their life and work redefine what success means to them, design their next chapter, and create change to live on their own terms in a way that is fulfilling and meaningful to them. Ali shared that, growing up in Liverpool in the UK,...

Using Her Client Management Skills to Help Families in Transition: an interview with Jennifer Askowitz of Silversons Real Estate 12.08.2023

Jennifer (Hudi) Askowitz joined Silversons Realty 16 years ago after a successful career in advertising. Her experience in client management for well known brands made working with clients on their real estate transactions an easy transition. Jennifer has represented many clients on both the buy and sell sides in New Rochelle, White Plains, Scarsdale, Riverdale and in NYC.  Jennifer shared that he...

MoneyZen: Liberating Yourself from the Pursuit of More. An interview with Manisha Thakor, founder of MoneyZen. 05.08.2023

Manisha Thakor has worked in financial services for over 30 years with a focus on women’s economic empowerment. She has written two personal finance books for women in their 20s and 30s. Her latest book MoneyZen: The Secret to Finding Your “Enough,” will be released in early August, 2023.  Manisha shared that she was exposed to financial concepts at a very young age. Her father worked in the finan...

Preparing Financially for a Career Transition: an interview with Lana Gifas of Women's Mentoring Network 29.07.2023

Lana Gifas joined the Women’s Mentoring Network as Executive Director in 2015. The organization focuses on the economic empowerment of women and their families, providing support services that focus on finding better employment and educational opportunities.   Lana shared that a strong work ethic was instilled in her by her father, who was a first generation American. She heard him leave early in...

Fostering Psychological Safety in the Workplace and in Life: an interview with Susanna Harkonen, organizational mental health expert 22.07.2023

Susanna Harkonen is an entrepreneur, and licensed psychological counselor with global business experience. She specializes in individual and organizational well-being and psychological safety and serves as a subject matter expert in the WHO’s Pan-European Coalition on workplace mental health. Susanna shared that money was "very yin-yang" in her family of origin. On one side of her family, people w...

From Oy to Joy, Motivating Others to Live Wholeheartedly: an interview with Dorice Horenstein, author and speaker 15.07.2023

Dorice Horenstein served as an officer in the Israeli army followed by years of leadership in the education field. She is an Oy to Joy speaker who uses her energy and charisma to make the world her platform. Her expertise lies in Mental Fitness & Positive Intelligence. She is also the author of the award-winning bestselling book- Moments of the Heart: Four Relationships Everyone Should Have to...

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