Wealthy After 40: Personal Finance, Financial Freedom, Debt…
ClaimedA weekly Education podcast
Wealthy After 40: Personal Finance, Financial Freedom, Debt Payoff, and Retirement Savings for Gen XersClaimed
Episodes
Episodes of Wealthy After 40
Mark All
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
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.
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 concep
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 experien
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 toda
In today’s episode, I dive into the importance of tracking expenses and how it is a crucial step toward retirement. Tracking helps build awareness and is essential to truly understanding your spending. It’s time to embrace tracking to better un
Today I am exploring the idea of financial stability and specifically answering the question: What is financial stability and why is it so crucial to retirement?Are you worried about running out of money in retirement? Not having enough savings
In this episode, I discuss common reasons why many feel unprepared for retirement. The real culprit isn’t what you think it is. Learn the psychological and practical aspects of retirement as well as the steps needed to close the gap between you
In this episode, I dive into the idea of retirement, addressing limiting beliefs and why others perceptions are holding you back. Personal beliefs and dreams about retirement are essential to making it happen. Key points include paying off debt
In this episode, I interview Sherry, an ADHD money coach. Sherry shares her journey from losing her high-stress job of 17 years to becoming a specialized coach for ADHD entrepreneurs. She discusses her 'two by four moment,' the importance of bu
In this episode I interview my client Angela, who shares her transformative experience in my signature coaching program. Angela discusses her initial struggles with budgeting, the steps she took to overcome her financial challenges, and the pos
In this episode, I talk about the common misconception that budgeting is too restrictive. As I dive into this topic as so many times I have and others have, I share with you the true result my client was getting from not budgeting. Featuring in
In this episode, I discuss the common frustrations of budgeting and why so many individuals who are budgeting are not seeing success. While budgets are essential for outlining expenses and needs, they are not the action-oriented piece that driv
In this episode of the Wealthy After 40 podcast, I welcome Financial Coach, Elizabeth Rosenberg. Elizabeth is a former corporate finance professional and today she discusses her mission to empower parents to raise financially savvy children thr
In this episode, I explore the pros and cons of automating your finances. I cover key areas like savings, investments, and debt repayment. I also share how to set yourself up for success by having a solid plan before automating.00:00 Introducti
If you constantly feel short on cash, tune in to this episode to uncover whether it's more a matter of perception than reality. I'll guide you through identifying if your financial stress is driven by feelings or facts and provide actionable st
In this episode of the Wealthy After 40 podcast, I interview Lisa Ziderman, a matrimonial attorney and certified divorce financial analyst based in New York. Lisa discusses the critical steps to prepare for a financially successful divorce, emp
In this episode, I share a personal financial journey on navigating the process of making a large purchase—in this case, buying a new home. Using that story as an example, I provide key advice including defining your purchase criteria, understa
In this episode, I share advice and tips to becoming your own financial advisor. Key points include understanding your finances, setting clear financial goals, and managing debt. While financial advisors play a valuable role, individuals will u
In today's episode, we wrap up our series on savings with actionable steps for consistent savings growth and creating a personalized savings plan. Key highlights include understanding and ensuring enough funds to cover bills and spending, measu
In this episode, we welcome public relations professional and podcaster Steve Mullen. Steve shares insights from his podcast 'Caregiving Gen X Style,' which he co-hosts with his wife, and also discusses his family's approach to financing their
This episode of the Wealthy after 40 podcast features financial planner Sean Mullaney, President of Mullaney Financial and Tax, discussing the benefits of a Solo 401k for solopreneurs looking to save for retirement. Sean, also known for his FIT
Feeling behind on retirement savings and worried you will never be able to retire? This episode is for you. In this episode, I cover the following topics: How to define your retirement gapFive strategies to help close the gap and find successIm
This episode features Rizek Housari, a Wealth Advisor, Certified Financial Planner, and CPA, discussing the benefits and strategies of using Health Savings Accounts (HSAs). The episode emphasizes the HSA's role not just for immediate medical ex
Today, we're diving into the world of savings accounts and uncovering the best options to match your financial aspirations.In this episode, I cover the following topics: Various savings account options and how to choose which aligns best with y
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