Ever wondered how to align wealth with your core values—and even manifest the life you’re meant to live? Welcome back to ep116 of Inspired To Invest. To watch rather than listen, click here.In this inspiring episode, I sit down with Tracey Lundell—Senior Investment Advisor and founder of Sea Glass Wealth—to unpack Master Planifesting, the powerful sweet spot where strategic financial planning meets manifestation and meaningful visioning.Tracey shares:The real magic behind Master Planifesting: blending traditional wealth management with intentional mindset shifts for lasting abundance.Easy, powerful Visoneering exercises (think value-mapping with cards) to locate your purpose-driven financial path.How childhood money stories can secretly shape your adult investing mindset—and how to rewrite that script.Why women, especially, often get stuck around money—and actionable mindset tools to shift into empowered abundance.Expect heart-centered strategies, empowering clarity, and next-level investment purpose. If you're ready to stop playing small with your wealth—and truly live your vision—this one's your wake-up call.Ready to be inspired, empowered, and aligned? Hit that 🔔 Subscribe button, drop a like if this resonates, and ring the bell to never miss an episode packed with real-world investing wisdom and soul-driven strategy!What You'll Learn in This Episode:How Master Planifesting bridges values, vision, and wealth creationEasy tools to uncover your core values and align them with your financial lifeThe impact of your money story—and how to reshape it for abundanceWhy mindset matters as much as numbers—and how to shift itStrategic pathways for financial clarity, intentionality, and living a life you don’t need to retire fromConnect with Tracey Lundell:Website: Sea Glass Wealth (Sea Glass Wealth dot com)LinkedIn: Tracey LundellFacebook: Sea Glass WealthThank you to SHARE Asset Management for bringing us this month’s episodes. If you want to own rental properties, but don’t want to be a landlord, SHARE may be just what you’re looking for. Let them handle the heavy lifting, while you kick back and collect an income. Find out more!Inspired To Invest proudly supports the Beyond Success Program, a not-for-profit financial literacy initiative for students, launched by More To Give & MAK Investments. Learn more at @more2give.ca.➕ Follow Serena Holmes for expert insights on personal branding, business, real estate, investing, and wealth creation. Let’s build wealth together because "when you invest in yourself, the sky's the limit" 🚀📌 Timestamps00:00 – Welcome & episode overview  02:00 – What is Master Planifesting?  05:00 – Visoneering exercise to align values + wealth  08:00 – Unpacking childhood money stories11:00 – Mindset shifts for women & permission to receive  15:00 – Tracey’s actionable steps for wealth with intention  22:00 – Closing thoughts & call to action
➕ Follow Serena Holmes for all things related to business, entrepreneurship, real estate, investing, wealth (and more!).  I'm on a mission to help others create wealth because "when you invest in yourself, the sky's the limit" 🚀 __________________ Attention Real Estate Investors! Raise your first (or next) $1-3 million in the next 90 days without relying on the bank, joint ventures, private lenders or cold calls. Learn more about this proven system!__________________Want to invest in real estate with all of the security and cash flow of ownership, but none of the landlord headaches? Learn more about SHARE, one of the largest asset management companies in the United States, with a turnkey "done for you" ownership program for investors. Find out more!__________________ How would you like to get paid for your opinion?! Sign up with User Interviews & start earning!__________________📧 Sign Up For My Monthly ROI Report on LinkedIn! It's loaded with valuable content for buyers, sellers, investors, and homeowners.__________________ 💰 Turn content into connection! At Executive Lens, we curate compelling content to help busy business owners, executives, and investors build powerful personal brands on LinkedIn and beyond. After all, attraction is the ultimate flex! 💫Download our FREE EBOOK - The Ultimate Guide To Building Your Personal Brand On Linked 💫__________________ 🎙️Want To Be Featured On Podcasts Ranking In The Top 5%? Find Out How You Can Get Featured To Build Your Personal Brand. Find out more about That1💯 __________________ 🚀 CHECK OUT MORE INCREDIBLE CONTENT ON ‘INSPIRED TO INVEST” 🚀 👉🏼YouTube & Instagram   __________________        LET’S CONNECT ON SOCIAL MEDIA 💥 → Instagram→ LinkedIn→ TikTok→ OnlineSerena Holmes is a licensed REALTOR®, real estate investor, real estate investing coach, podcast host, published author and chief content officer of Executive Lens. She is also the former CEO of Tigris Events, a multi award winning brand experience agency.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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