Episode Details

In this episode of Growing Money with Sean Trace, I sit down with tax planner and financial pro Felicia Greenwald to talk about how to stop being reactive with money and start getting intentional, especially with taxes, spending, and retirement planning. 

We dig into why so many people fall for viral money tips and tax “hacks,” why “it’s a write off” can still be a terrible decision, and how simple habits like actually looking at your expenses can change everything. We also get real about financial anxiety, how it hits people at every income level, and why having a trusted guide like a CFP, tax planner, or advisor can help you turn the chaos into a clear plan. 

Along the way we talk Profit First, lifestyle creep, keeping up with the Joneses in the Instagram era, and how shifting your spending toward experiences and your real values can lower stress and build long term wealth without feeling deprived.