Episode Details

The Midlife Money Shift: Building Wealth from Self-Worth with Tracey Lundell

Season 3 Episode 128 Published 1 year, 1 month ago

Description

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