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

What is your biggest challenge/problem with money? Download the Retirement Readiness Checklist now to take the first step toward a clear and confident retirement plan! In the final part of the Retirement 101 series, the focus is on creating a fulfilling and meaningful retirement lifestyle.  This episode includes practical advice on envisioning and planning great experiences, seasonal activities, a...

What is your biggest challenge/problem with money? Join the Financial Freedom Accelerator and create your plan for a stress-free retirement today! In this episode, we dive into the fascinating world of behavioral investing with Rick, a financial advisor from Dallas who specializes in helping people make smarter money decisions. But forget boring investment talk - this episode is all about understa...

What is your biggest challenge/problem with money? Download the Retirement Readiness Checklist now to take the first step toward a clear and confident retirement plan! In part three of the Retirement 101 series, the focus is on creating an estimated retirement budget. The episode guides listeners through important steps such as identifying recurring expenses, recognizing what costs will decrease p...

What is your biggest challenge/problem with money? Join the Financial Freedom Accelerator and create your plan for a stress-free retirement today! In this episode, Steve Selengut, a seasoned investor and income coach, shares his journey from growing up in an investment-oriented community to retiring with over $110 million under management. Steve emphasizes the importance of multiple income streams...

What is your biggest challenge/problem with money? Join the Financial Freedom Accelerator and create your plan for a stress-free retirement today! This episode is Part 2 of the retirement series and today we’re focusing on gaining clarity and confidence as you approach your retirement, specifically if you are five years away. I will discuss the importance of tackling high-interest debt, understand...

What is your biggest challenge/problem with money? Join the Financial Freedom Accelerator and create your plan for a stress-free retirement today! Today’s guest interview is with David Kerlin, an expert on Medicare and health insurance, about his journey from a manufacturing career to becoming a trusted Medicare advisor.  David shares his personal health transformation and his extensive experience...

What is your biggest challenge/problem with money? Let’s build the foundation your retirement dreams deserve, one step at a time. This episode kicks off my brand new Retirement Planning Series, a four-part journey to help you move from financial uncertainty to a clear and confident path forward. We’re starting with the essential first steps: ✅ Tracking your expenses ✅ Building an emergency fund...

What is your biggest challenge/problem with money? Download the Retirement Readiness Checklist now to take the first step toward a clear and confident retirement plan! In this episode, I interview Lauren Klein, a trust and estates attorney, to uncover the intricacies of estate planning. My favorite part of the episode was when she shared how to take action. I think we overcomplicate everything abo...

What is your biggest challenge/problem with money? This episode is a re-release of episode 001 My Story & How I Was Able to Retire Early at 50. In this episode, I share my personal money journey about how I was able to retire at the age of 50 and eventually became a financial coach.  My journey story starts with me sharing about my ‘aha moment’ at age 35 realizing the possibility and then how...

What is your biggest challenge/problem with money? Join the Financial Freedom Accelerator and create your personalized roadmap to retirement! In this episode, I dive into the importance of reflection and forward planning. As Gen Xers edge closer to retirement, surveys highlight a widespread lack of preparedness within our generation. Together, we’ll explore how reflecting on past achievements, lea...

What is your biggest challenge/problem with money? Join the Financial Freedom Accelerator and create your personalized roadmap to retirement! In this episode of the Wealthy After 40 podcast, my guest is Noelle Fowler, a holistic declutter coach. She specializes in helping busy women simplify their lives by addressing the root causes of clutter.  She shares her journey from organizing during the pa...

What is your biggest challenge/problem with money? Join the Financial Freedom Accelerator and create your personalized roadmap to retirement! In this episode of the Wealthy After 40 podcast, my guest Erin Thompson, a financial freedom architect, shares her inspiring story of overcoming significant debt twice and offers insights on developing effective financial habits.  Erin also delves into how s...

What is your biggest challenge/problem with money? Join the Financial Freedom Accelerator and create your personalized roadmap to retirement! In this episode, I share the transformative journey of a client who initially struggled with shame and guilt around her spending habits. Having successfully saved her retirement nest egg, she was struggling with the fear of outspending that money. Her challe...

What is your biggest challenge/problem with money? Join the Financial Freedom Accelerator and create your personalized roadmap to retirement! In this episode, I share all about my signature program, the Financial Freedom Accelerator. A 90-day coaching program designed to help you transform your retirement dreams into reality with financial confidence and purpose.  I share all the benefits and feat...

What is your biggest challenge/problem with money? Join the Financial Freedom Accelerator and create your personalized roadmap to retirement! This episode is about the importance of creating a personal ‘why’ for retirement and defining it with such clarity that you can’t help but focus on making it become a reality. The episode shares personal experiences of setting retirement goals, working with...

What is your biggest challenge/problem with money? Join the Financial Freedom Accelerator and create your personalized roadmap to retirement! In this episode, I welcome guest, Christopher Hensley, a financial advisor with over two decades of experience, to discuss the complexities of Social Security.  We discuss factors affecting the best time to start claiming benefits, special considerations for...

What is your biggest challenge/problem with money? Join the Financial Freedom Accelerator and create your personalized roadmap to retirement! In this episode, I discuss the importance of saving for retirement and how to ensure you have enough money when you retire.  This episode outlines practical steps to manage money, eliminate unnecessary expenses, and build a robust saving habit. I also highli...

What is your biggest challenge/problem with money? Join the Financial Freedom Accelerator and create your personalized roadmap to retirement! In this episode, the host explores the secret to budgeting success—a consistent money routine. Listeners struggling to make their budgets work will discover how a structured approach to money management can transform their finances.   A money routine is abou...

What is your biggest challenge/problem with money? Join the Financial Freedom Accelerator and create your personalized roadmap to retirement! During this guest episode, I am lucky to interview Alexandra Dotcheva, who shares her transformative journey from an immigrant violinist to a financially independent real estate investor. She discusses the challenges she faced during the 2008 financial crisi...

What is your biggest challenge/problem with money? Join the Financial Freedom Accelerator and create your personalized roadmap to retirement! In this episode, I discuss the emotions tied to spending and their impact on not only achieving financial goals, but making impactful decisions. I share a client story demonstrating the importance of identifying personal values to forge a positive relationsh...

What is your biggest challenge/problem with money? Join the Financial Freedom Accelerator and create your personalized roadmap to retirement! To have a happy and successful retirement takes more than just enough money. In this episode, I discuss three common retirement gaps that could lead to disappointment and boredom in retirement. Beyond the financial side, it’s essential to plan for your dream...

What is your biggest challenge/problem with money? Join the Financial Freedom Accelerator and create your personalized roadmap to retirement! Will I run out of money in retirement? It’s a question many people ask in one form or another. In today’s episode, I explore why this question lingers in your mind and how you can shift your thinking to trust that you’ll be financially secure. We’ll dive int...

What is your biggest challenge/problem with money? Join the Financial Freedom Accelerator and create your personalized roadmap to retirement! In this episode, I explore the common reasons why people hesitate to invest in themselves and share the story of a client who waited five years before taking action, highlighting the significant impact of that delay. I also dive into the concept of opportuni...

What is your biggest challenge/problem with money? In this episode, I share what you can expect inside of the Make Retirement Possible membership.  The membership offers recorded trainings, worksheets, and a monthly live Q&A session to help members effectively plan their retirement. The experience is self-led and I share how to level up that self-led experience with support from myself, as wel...

What is your biggest challenge/problem with money? 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...