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Listen "The Midlife Money Shift: Building Wealth from Self-Worth with Tracey Lundell S3E130"
Episode Synopsis
In this week’s powerhouse episode, Lisa welcomes Tracey Lundell. Together, they explore the complexities of financial empowerment for women, particularly during significant life transitions.
💡 What This Episode Solves: How to align your money mindset and financial decisions with your true values—especially during midlife transitions.
🎧 Listen If: You’re navigating menopause and struggling to see your self-worth reflected in your financial life.
🔑 Key Takeaways (Action-Focused):
Map Your Money Story: Write down your earliest money memories and notice the beliefs they’ve shaped.
Identify Core Values: Choose 3–5 values to guide every major financial decision.
Create a Roadmap: Break big money goals into 90-day action steps for clarity and progress.
✨ Golden Quote: "Money is a tool—it’s not the goal. The goal is building a life that reflects your values." — Tracey Lundell
Chapters
00:00 Introduction to Financial Empowerment for Women
03:10 Tracey's Journey: From Family Influence to Financial Advisor
05:25 Understanding Personal Money Stories
08:00 Supporting Women in Financial Transitions
10:25 Building Confidence Through Knowledge
12:47 Identifying Core Values in Financial Planning
15:27 Navigating Life Changes: Divorce and Financial Decisions
17:56 The Importance of Flexibility in Financial Planning
20:33 The Purpose of Investing: Aligning with Goals
26:00 Understanding Active vs. Passive Income
27:45 Navigating Midlife Investment Decisions
29:00 Creating a Roadmap for Financial Success
30:50 The Importance of Tax Planning
31:56 Establishing a Spending and Savings Plan
33:31 Embracing Life's Bumps and Goals
34:04 Reevaluating Generational Narratives
36:16 Finding Value Beyond Financial Worth
37:58 Reprogramming Your Financial Narrative
41:11 Empowering Yourself to Make Choices
42:35 Finding Joy in the Journey
46:38 Introduction to Transforming 45
47:05 Community Engagement and Support
➡️ Next Step: Book your Dr. Ready session to get clear on your goals and start claiming your personal worth today
Let’s Stay Connected:
Website
Instagram
Facebook
Facebook Group
Got questions or feedback? Drop us a message at [email protected]
Download my Free Guide - How To Reignite Your Purpose Without Feeling Overwhelmed or Guilty!
Connect with Tracey
LinkedIN
Website
Learn more about your ad choices. Visit megaphone.fm/adchoices
💡 What This Episode Solves: How to align your money mindset and financial decisions with your true values—especially during midlife transitions.
🎧 Listen If: You’re navigating menopause and struggling to see your self-worth reflected in your financial life.
🔑 Key Takeaways (Action-Focused):
Map Your Money Story: Write down your earliest money memories and notice the beliefs they’ve shaped.
Identify Core Values: Choose 3–5 values to guide every major financial decision.
Create a Roadmap: Break big money goals into 90-day action steps for clarity and progress.
✨ Golden Quote: "Money is a tool—it’s not the goal. The goal is building a life that reflects your values." — Tracey Lundell
Chapters
00:00 Introduction to Financial Empowerment for Women
03:10 Tracey's Journey: From Family Influence to Financial Advisor
05:25 Understanding Personal Money Stories
08:00 Supporting Women in Financial Transitions
10:25 Building Confidence Through Knowledge
12:47 Identifying Core Values in Financial Planning
15:27 Navigating Life Changes: Divorce and Financial Decisions
17:56 The Importance of Flexibility in Financial Planning
20:33 The Purpose of Investing: Aligning with Goals
26:00 Understanding Active vs. Passive Income
27:45 Navigating Midlife Investment Decisions
29:00 Creating a Roadmap for Financial Success
30:50 The Importance of Tax Planning
31:56 Establishing a Spending and Savings Plan
33:31 Embracing Life's Bumps and Goals
34:04 Reevaluating Generational Narratives
36:16 Finding Value Beyond Financial Worth
37:58 Reprogramming Your Financial Narrative
41:11 Empowering Yourself to Make Choices
42:35 Finding Joy in the Journey
46:38 Introduction to Transforming 45
47:05 Community Engagement and Support
➡️ Next Step: Book your Dr. Ready session to get clear on your goals and start claiming your personal worth today
Let’s Stay Connected:
Website
Instagram
Facebook
Facebook Group
Got questions or feedback? Drop us a message at [email protected]
Download my Free Guide - How To Reignite Your Purpose Without Feeling Overwhelmed or Guilty!
Connect with Tracey
Website
Learn more about your ad choices. Visit megaphone.fm/adchoices
In God we trust