Wealthy After 40: Financial Freedom, Retirement Strategy, Saving, Budgeting

What is your biggest challenge/problem with money? What does it really take to retire with both financial freedom and a sense of purpose? In this episode, I’m joined by Bryan Huhn who shares how his journey from the corporate grind to purpose-driven work reshaped his entire outlook on money and retirement. From investment strategies to liquidity planning, Bryan offers practical advice and personal...

What is your biggest challenge/problem with money? [Ep 121] In this episode, I’m giving you a behind-the-scenes look at the Retirement Ready Bootcamp, a 3-day experience designed to help you understand all elements of retirement planning and what to do next. I’ll share: ✅ What I wish I had when I started my own retirement journey ✅ Why I created this Bootcamp for people just like you ✅ Why this...

What is your biggest challenge/problem with money? [Ep 120] Where do I start with retirement planning? How do I start a retirement plan? The best place to begin is by dreaming.  Creating a vision for your ideal retirement gives you a clear target to aim for. It shapes the direction of your retirement plan and helps you understand what you’re truly working toward. What You'll Learn: ✅ Why cre...

What is your biggest challenge/problem with money? Greg Luken joins me in today’s episode discussing how to become wealthy in life. Sharing what he has learned by working with several individuals who are first generation wealth, Greg has defined three key superpowers as the driver of this wealth.  What you’ll learn in this episode: ✅ How people who didn’t grow up with money built wealth ✅ Financ...

What is your biggest challenge/problem with money? [Ep 118] In this podcast episode, I discuss 3 retirement fears and limiting money beliefs that can keep you stuck with retirement planning. This episode will support you in how to rewrite those beliefs and take control of your finances for a successful retirement.  What you’ll learn in the episode: ✅ Identify what are some limiting beliefs around...

What is your biggest challenge/problem with money? In this episode, Certified Divorce Financial Analyst Melissa Murphy Pavone sheds light on the often-overlooked role of the “non-CFO spouse” during divorce. Melissa shares how her personal story shaped her mission to empower individuals, especially women, who have traditionally managed day-to-day finances but feel lost or excluded when it comes to...

What is your biggest challenge/problem with money? [Ep 117] Budgeting for retirement is essential. In this episode, I will share why budgeting is important and how budgeting can help you with retirement planning. It’s time to quit thinking about budgeting as being restrictive but as your key to retirement.  What We’ll Cover: ✅ Why budgeting is important for retirement success ✅ How budgeting wor...

What is your biggest challenge/problem with money? [Ep 116]  Do you ever wonder Am I ready to retire? or How do I know if I can retire? In this episode, I take you inside a Retirement Ready VIP Session, where I helped a client get clear on her numbers, eased her worries, and provided action steps to move her forward on her retirement planning journey. If you’re ready to retire with confidence, thi...

What is your biggest challenge/problem with money? [Ep 115] Wondering how much you need to retire? Should you pay off debt before saving? How much should you save each month? In this Q&A episode, I discuss your biggest retirement planning questions to help you gain clarity on your retirement planning journey. What you’ll learn from the episode: ✔️ How much money do you need to retire? ✔️ Shoul...

What is your biggest challenge/problem with money? [Ep 114] Inflation isn’t going away, but you can take control of your financial future. In this episode, I’ll specifically share how to protect yourself from inflation. In this episode, I will share two components to help protect you against the rising cost of living and lessen your worry about retirement planning. Learn how to create your own eco...

What is your biggest challenge/problem with money? [Ep 113]  Feeling overwhelmed by budgeting, retirement planning, or managing money? In this episode, my guest Jackie Randall Lentz, a former mental health counselor turned life coach, chat about how to self-coach your way to financial confidence. We explore why personal finance is so important, how to plan effectively, and the best personal financ...

What is your biggest challenge/problem with money? [Ep 112]  Do you find yourself asking, Why do I keep spending money? or struggling to control your spending habits? In this episode, I dive into how to improve spending habits by aligning your money with your long-term goals. Learn why self-awareness is important, how to make intentional choices, to create a balance of spending now and preparing f...

What is your biggest challenge/problem with money? In this episode, I am joined by Joseph Lombardi of Iron Hawk Financial. He shares his personal story to demonstrate why life insurance is important. He also educates us about whole life insurance as an investment, how it works, and the tax advantages. This isn’t a dry conversation about life insurance. Joseph is quite the entertainer!  What you’ll...

What is your biggest challenge/problem with money? Feeling overwhelmed about how to improve your finances? In today’s episode, I’m breaking down how to complete a personal finance audit in a simple, actionable way. No complicated spreadsheets are required. This personal finance audit is just one way to not only improve your personal finances but help you get ready for retirement.  What You’ll Lear...

What is your biggest challenge/problem with money? In this episode, Freddie Rappina, founder of Opta Financial, discusses the difference between two financial strategies: “checkers” and “chess.” He explains how traditional financial planning, which focuses on saving and debt reduction, is like playing checkers, while wealth-building through leveraging debt and investing in cash-flowing assets like...

What is your biggest challenge/problem with money? Feeling overwhelmed with retirement planning? This episode helps simplify the process by highlighting two key starting points. By focusing on these foundational pieces, you’ll gain clarity on where to begin and uncover the next steps to move forward with confidence. This episode breaks down retirement planning by focusing on key areas like budgeti...

What is your biggest challenge/problem with money? In this podcast episode, estate and elder law attorney Asha Paulose discusses important steps in planning for aging parents' long-term care and financial needs. She emphasizes the importance of early and continuous conversations with parents and outlines critical legal documents like healthcare proxies and powers of attorney.  Asha explains c...

What is your biggest challenge/problem with money? In today's episode, I’m sharing an inspiring success story of one of my amazing clients who transformed her financial life in just three months. She paid off $5,000 in debt, saved $2,500, and even started planning for travel. If you’ve ever felt stuck in the paycheck-to-paycheck cycle and unsure how to balance debt payoff with saving, this ep...

What is your biggest challenge/problem with money? Whether you’re childfree by choice or circumstance, guest Jay Zigmont shares the unique financial and life planning challenges for childfree individuals. He shares customized financial strategies that prioritize personal goals over traditional life scripts. Tune into this episode to understand the unique way to look at your finances, retirement, a...

What is your biggest challenge/problem with money? You’re ready to payoff debt and not sure if debt snowball or debt avalanche method is best. In this episode, I describe five (5) different strategies you could implement to become debt free. Listen in as I guide you through how to create your own debt payoff plan and be successful in becoming debt free before retirement. What You’ll Learn:  ✅ Why...

What is your biggest challenge/problem with money? Being generous doesn’t have to be just about money, and Alison Patterson agrees. Working as a philanthropic advisor, she helps individuals choose their best form of generosity to support their time, energy, and money in retirement. Listen in to learn what is generosity, and how to explore opportunities for you that best fit your values. What You’l...

What is your biggest challenge/problem with money? Debt is a part of financial life, but it doesn’t have to define you. In this episode, I dive deep into the reasons we accumulate debt, the emotional and financial weight it carries, and how to take back control. Through real client scenarios, we’ll explore common debt challenges and practical solutions. You’ll walk away with a fresh perspective on...

What is your biggest challenge/problem with money? Get a clear plan for retirement! Book your Retirement Strategy Session today and take the guesswork out of your future. In this episode, I welcome therapist Lindsey Carnick to discuss managing stress, anxiety, and financial conversations within relationships. Lindsay, licensed in nine states and experienced in keynote speaking, offers insights on...

What is your biggest challenge/problem with money? Join the Savings Challenge Waitlist HERE  In the milestone 100th episode, I share about my initial skepticism and gradual success, including reaching the top 5% globally in the education category. I further the most popular episodes, covering topics like cash flow management and retirement savings. Looking for support from my amazing listeners, I...

What is your biggest challenge/problem with money? Get a clear plan for retirement! Book your Retirement Strategy Session today and take the guesswork out of your future.  In this episode, my guest Jim Manning shares his journey from a Jesuit-educated insurance paperwork pusher to a mission-driven real estate investor. He shares his passion for transforming properties into homes, scaling his busin...