The Midlife Money Shift: Building Wealth from Self-Worth with Tracey Lundell S3E130

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 [e-mail] 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