Wealthy After 40: Retirement Savings, Midlife Money Planning, Money Strategies
Episodes
Ep 94 | Retirement 101: Navigating Financial Fears, Debt, and Planning with Confidence
21 Jan 2025
Contributed by Lukas
Join the Financial Freedom Accelerator and create your plan for a stress-free retirement today!This episode is Part 2 of the retirement series and tod...
Ep 93 | Medicare Made Simple With David Kerlin
17 Jan 2025
Contributed by Lukas
Join the Financial Freedom Accelerator and create your plan for a stress-free retirement today!Today’s guest interview is with David Kerlin, an expe...
92 | The First Step to a Solid Retirement Plan
14 Jan 2025
Contributed by Lukas
Let’s build the foundation your retirement dreams deserve, one step at a time.This episode kicks off my brand new Retirement Planning Series, a four...
Ep 91 | Smart Trust & Estate Moves Before Retirement with Lauren Klein
10 Jan 2025
Contributed by Lukas
Download the Retirement Readiness Checklist now to take the first step toward a clear and confident retirement plan!In this episode, I interview Laure...
Ep 90 | How I Made Retirement Possible at 50 [Re-Release]
07 Jan 2025
Contributed by Lukas
This episode is a re-release of episode 001 My Story & How I Was Able to Retire Early at 50.In this episode, I share my personal money journey abo...
Ep 89 | How Gen X Can Reflect, Plan, and Prepare for Retirement
31 Dec 2024
Contributed by Lukas
Join the Financial Freedom Accelerator and create your personalized roadmap to retirement!In this episode, I dive into the importance of reflection an...
Ep 88 | Clear Your Space, Clear Your Mind: Holistic Decluttering with Noelle Fowler
24 Dec 2024
Contributed by Lukas
Join the Financial Freedom Accelerator and create your personalized roadmap to retirement!In this episode of the Wealthy After 40 podcast, my guest is...
Ep 87 | Day Trading 101: A Beginner’s Guide to Financial Growth with Erin Thompson
17 Dec 2024
Contributed by Lukas
Join the Financial Freedom Accelerator and create your personalized roadmap to retirement!In this episode of the Wealthy After 40 podcast, my guest Er...
Ep 86 | How My Client Found Spending Freedom to Support Her Financial Freedom
10 Dec 2024
Contributed by Lukas
Join the Financial Freedom Accelerator and create your personalized roadmap to retirement!In this episode, I share the transformative journey of a cli...
Ep 85 | How my 90 Day Financial Freedom Accelerator Can Make Retirement Possible
03 Dec 2024
Contributed by Lukas
Join the Financial Freedom Accelerator and create your personalized roadmap to retirement!In this episode, I share all about my signature program, the...
Ep 84 The Retirement Exercise That Changed My Life (And My Clients')
26 Nov 2024
Contributed by Lukas
Join the Financial Freedom Accelerator and create your personalized roadmap to retirement!This episode is about the importance of creating a personal ...
Ep 83 Navigating Social Security with Christopher Hensley
19 Nov 2024
Contributed by Lukas
Join the Financial Freedom Accelerator and create your personalized roadmap to retirement!In this episode, I welcome guest, Christopher Hensley, a fin...
Ep 82 | Essential Steps to Start Saving for a Secure Retirement
12 Nov 2024
Contributed by Lukas
Join the Financial Freedom Accelerator and create your personalized roadmap to retirement!In this episode, I discuss the importance of saving for reti...
Ep 81 Why A Money Routine Leads to Budgeting Success
05 Nov 2024
Contributed by Lukas
Join the Financial Freedom Accelerator and create your personalized roadmap to retirement!In this episode, the host explores the secret to budgeting s...
Ep 80 A Journey of Financial Discipline and Growth With Alexandra Dotcheva
29 Oct 2024
Contributed by Lukas
Join the Financial Freedom Accelerator and create your personalized roadmap to retirement!During this guest episode, I am lucky to interview Alexandra...
Ep 79 Shift from Emotional to Intentional Spending for a Worry-Free Retirement
22 Oct 2024
Contributed by Lukas
Join the Financial Freedom Accelerator and create your personalized roadmap to retirement!In this episode, I discuss the emotions tied to spending and...
Ep 78 | 3 Ways to Make Sure You're On Track to Retirement
15 Oct 2024
Contributed by Lukas
Join the Financial Freedom Accelerator and create your personalized roadmap to retirement!To have a happy and successful retirement takes more than ju...
Ep 77 Can You Afford Retirement? Debunking the Myths Holding You Back
08 Oct 2024
Contributed by Lukas
Join the Financial Freedom Accelerator and create your personalized roadmap to retirement!Will I run out of money in retirement? It’s a question man...
Ep 76 Why You Need To Stop Procrastinating and Invest in Yourself
01 Oct 2024
Contributed by Lukas
Join the Financial Freedom Accelerator and create your personalized roadmap to retirement!In this episode, I explore the common reasons why people hes...
Ep 75 The Membership Experience of Make Retirement Possible
24 Sep 2024
Contributed by Lukas
In this episode, I share what you can expect inside of the Make Retirement Possible membership. The membership offers recorded trainings, worksheets,...
Ep 74 Healing Trauma and Transforming Finances With Angela Turpin
17 Sep 2024
Contributed by Lukas
If you’re ready to break free from the emotional and financial patterns that have held you back, this conversation is for you. Angela Turpin shares...
Ep 73 How Tracking Can Transform Your Path to a Worry-Free Retirement
10 Sep 2024
Contributed by Lukas
In today’s episode, I dive into the importance of tracking expenses and how it is a crucial step toward retirement. Tracking helps build awareness a...
Ep 72 Wondering How to Secure Your Retirement? Here’s Your Guide to Financial Stability
03 Sep 2024
Contributed by Lukas
Today I am exploring the idea of financial stability and specifically answering the question: What is financial stability and why is it so crucial to ...
Ep 71 Why You Feel Unprepared For Retirement
27 Aug 2024
Contributed by Lukas
In this episode, I discuss common reasons why many feel unprepared for retirement. The real culprit isn’t what you think it is. Learn the psychologi...
Ep 70 Am I Ready to Retire? Overcoming Doubt and Building a Retirement Dream
20 Aug 2024
Contributed by Lukas
In this episode, I dive into the idea of retirement, addressing limiting beliefs and why others perceptions are holding you back. Personal beliefs an...
Ep 69 Overcoming Job Loss and Managing ADHD Finances with Sherry Andrew
13 Aug 2024
Contributed by Lukas
In this episode, I interview Sherry, an ADHD money coach. Sherry shares her journey from losing her high-stress job of 17 years to becoming a speciali...
Ep 68 How My Client Learned to Spend More On Herself
06 Aug 2024
Contributed by Lukas
In this episode I interview my client Angela, who shares her transformative experience in my signature coaching program. Angela discusses her initial ...
Ep 67 Why Avoiding Budgets Can Lead to Missing Out
30 Jul 2024
Contributed by Lukas
In this episode, I talk about the common misconception that budgeting is too restrictive. As I dive into this topic as so many times I have and others...
Ep 66 Why Budgeting Isn’t Enough And What You're Leaving Out
23 Jul 2024
Contributed by Lukas
In this episode, I discuss the common frustrations of budgeting and why so many individuals who are budgeting are not seeing success. While budgets ar...
Ep 65 Navigating Financial Education for Children with Elizabeth Rosenberg
16 Jul 2024
Contributed by Lukas
In this episode of the Wealthy After 40 podcast, I welcome Financial Coach, Elizabeth Rosenberg. Elizabeth is a former corporate finance professional ...
Ep 64 Should You Automate Your Finances? Pros and Cons Explained
09 Jul 2024
Contributed by Lukas
In this episode, I explore the pros and cons of automating your finances. I cover key areas like savings, investments, and debt repayment. I also shar...
Ep 63 Why You Feel Broke and How to Manage Your Cash Flow Effectively
02 Jul 2024
Contributed by Lukas
If you constantly feel short on cash, tune in to this episode to uncover whether it's more a matter of perception than reality. I'll guide y...
Ep 62 Mastering the Financial Aspects of Divorce with Lisa Zeiderman
25 Jun 2024
Contributed by Lukas
In this episode of the Wealthy After 40 podcast, I interview Lisa Ziderman, a matrimonial attorney and certified divorce financial analyst based in Ne...
Ep 61 Strategies For Making Major Purchases
18 Jun 2024
Contributed by Lukas
In this episode, I share a personal financial journey on navigating the process of making a large purchase—in this case, buying a new home. Using t...
Ep 60 5 Steps to Becoming Your Own Financial Advisor
11 Jun 2024
Contributed by Lukas
In this episode, I share advice and tips to becoming your own financial advisor. Key points include understanding your finances, setting clear financ...
59 | 4 Simple Steps to Help You Save Money
04 Jun 2024
Contributed by Lukas
Your savings plan just got simpler. Learn how to ditch the stress and start saving smarter today!Are you ready to save money for retirement or just wa...
Ep 58 Should You Pay for Your Kid's College? College Planning and Financial Strategies with Steve Mullen
28 May 2024
Contributed by Lukas
In this episode, we welcome public relations professional and podcaster Steve Mullen. Steve shares insights from his podcast 'Caregiving Gen X St...
Ep 57 Mastering Retirement Savings Strategies for Solopreneurs with Financial Expert Sean Mullaney
21 May 2024
Contributed by Lukas
This episode of the Wealthy after 40 podcast features financial planner Sean Mullaney, President of Mullaney Financial and Tax, discussing the benefit...
56 | Feel Behind on Retirement Savings? Here’s Your Comeback Plan
14 May 2024
Contributed by Lukas
Practical steps, real talk, and renewed hope. Let’s get your retirement savings back on track.If you’re feeling behind on saving for retirement, y...
Ep 55 Learn to Maximize Your Health Savings Account with Expert Guest Rizek Housari
07 May 2024
Contributed by Lukas
This episode features Rizek Housari, a Wealth Advisor, Certified Financial Planner, and CPA, discussing the benefits and strategies of using Health Sa...
Ep 54 How to Select the Best Performing Savings Account for Your Financial Goals
30 Apr 2024
Contributed by Lukas
Today, we're diving into the world of savings accounts and uncovering the best options to match your financial aspirations.In this episode, I cov...
Ep 53 How To Create a Savings Plan With Purpose and Definition
23 Apr 2024
Contributed by Lukas
This episode will help you create a successful foundation for your personal savings plan. Learn how to focus on your why and how to determine specific...
Ep. 52 Navigating the Journey with Aging Parents as a Caregiver with Richard Hirsch
16 Apr 2024
Contributed by Lukas
Navigating the Journey with Aging Parents as a Caregiver with Richard HirschGuest Richard Hirsch has been involved in the medical alert system industr...
Ep 51 Your Successful Retirement Can Be Found Beyond the Numbers With Craig Colvett
09 Apr 2024
Contributed by Lukas
Craig Colvett, co-founder of Coach360, is a life and leadership coach from Denver, Colorado. He focuses on helping people effectuate change to better ...
Ep 50 Reflection and Five Bite-Sized Strategies for Financial Empowerment Today
02 Apr 2024
Contributed by Lukas
We’re celebrating 50 episodes!! And top 10% of all podcasts globally!I chose the number 5 in celebration of today’s episode.5 things I wish my you...
Ep 49 How to Navigate Life's Financial Maze with Literacy Knowledge
26 Mar 2024
Contributed by Lukas
Today’s episode is all about Financial Literacy!Financial literacy is the combined knowledge and skills required to make responsible and informed fi...
Ep 48 Co-Investing in Real Estate for Passive Income With Frank B. Hanna
19 Mar 2024
Contributed by Lukas
Real estate investment, particularly in passive income options, offers a pathway to financial freedom for individuals of various backgrounds and stage...
Ep 47 - 8 Reasons You're Struggling with Budgeting
12 Mar 2024
Contributed by Lukas
In today’s episode, I share and discuss 8 common struggles and hurdles people face when learning and trying to move forward with budgeting.Eight (8)...
Ep 46 How to Increase Financial Stability for a Solid Financial Foundation
05 Mar 2024
Contributed by Lukas
In today’s episode, I dive deeper into Financial Stability and how to create and build that foundation.Specifically we’ll focus on:How to avoid be...
Ep 45 How Understanding Financial Freedom Levels Can Accelerate Your Financial Journey
27 Feb 2024
Contributed by Lukas
In today’s episode, I talk about Grant Sabatier’s Financial Freedom LevelsSpecifically we’ll focus on:The 7 Levels of Financial FreedomDefinitio...
Ep 44 Caregiving Chronicles: Stories of Financial and Physical Care
20 Feb 2024
Contributed by Lukas
Caregiving Chronicles: Stories of Financial and Physical CareIn today’s episode, we talk with guest Danielle Muira, who recently found herself in a ...
Ep 43 Why Understanding Debt is Important to Your Financial Journey
13 Feb 2024
Contributed by Lukas
In today’s episode there are two questions we will be discussing and answering for you today. What is debt and what is debt management? Specifical...
Ep 42 Debunking Debt Myths For Financial Freedom
06 Feb 2024
Contributed by Lukas
In today’s episode we will be debunking myths and beliefs you may have about debt. The three for today’s podcast are: All debt is bad Debt shoul...
Ep 41 Change Your Mindset Around Debt to Find Freedom From Debt
30 Jan 2024
Contributed by Lukas
Today’s episode is about looking at debt differently. Most of the time we are stuck looking at it and just want to get rid of it. This may be doing ...
Ep 40 Soul Based Financial Planning with Dee Dee Baze
23 Jan 2024
Contributed by Lukas
Today’s episode is with a wonderful guest from math teacher to financial advisor to enrolled tax agent. Listen to her amazing story and how she supp...
Ep 39 Embracing Your Financial Journey with a Growth Mindset
16 Jan 2024
Contributed by Lukas
Today’s episode is about helping our minds have a fresh start. Gaining clarity with numbers and vision will need our minds in the right space. Learn...
Ep 38 Crafting Your Future Financial Vision With Clarity - A Client Case Study
09 Jan 2024
Contributed by Lukas
During this episode, we’ll talk about creating a vision for your future. This future will more than likely be dependent on money. We dive in deeper ...
Ep 37 Gaining Financial Clarity - Reflection for a Successful Year Ahead
02 Jan 2024
Contributed by Lukas
Gaining Financial Clarity - Reflection for a Successful Year AheadMany of my clients need help with where even to start getting ahead with their money...
Ep 36 The Unseen Links Between Money and Life with Amy Kemp
28 Nov 2023
Contributed by Lukas
Amy is a strategic coach, and a part-time network marketer, and five years ago, she opened the doors to a new corporation called Amy Kemp, Inc. In thi...
Ep 35 Savings Strategies: How to Build an Emergency Fund on a Tight Budget
21 Nov 2023
Contributed by Lukas
Saving strategies to help you build an emergency fund on a tight budgetListen to today’s episode to find strategies and motivation to begin your jou...
Ep 34 Saved Enough for Retirement? Tips If You Started Late With Faron Daugs
14 Nov 2023
Contributed by Lukas
Faron Daugs is a Certified Financial Planner™ and wealth advisor with more than 30 years of experience. As the founder and CEO of Harrison Wallace F...
Ep 33 The 5 Budgeting Phases from Shock to Second Nature
07 Nov 2023
Contributed by Lukas
Listen to today’s episode to dig deeper into the budgeting process. Most of the time it’s more than creating and tracking. I discovered that my en...
Ep 32 Learn to Fight Budget Fatigue: 6 Tips to Stay Inspired on Your Journey
31 Oct 2023
Contributed by Lukas
The money journey is long, but it doesn’t have to be hard. The beginning will be definitely a learning challenge, but once you’ve figured out the ...
Ep 31 Shifting Mindset from Scarcity to Abundance With Money, One Woman's Story
24 Oct 2023
Contributed by Lukas
Iva is a certified Chrisitian life and Neuro coach. I help ambitious, faith-filled women master their mindset so that they can build thriving profitab...
Ep 30 Savings the #1 Habit to Financial Security
17 Oct 2023
Contributed by Lukas
Savings the #1 Habit to Financial SecurityToday’s episode is all about the power of saving money. By learning how to become a saver, we are able to ...
Ep 29 Mastering the Art of Salary Negotiation: A Gen X Woman's Guide
13 Oct 2023
Contributed by Lukas
Meera is a passionate advocate for women's empowerment and career success. She thrived as a Media Professional, honing her skills in the fast-pac...
Ep 17 3 Pillars of Wealth: Your Path to Financial Independence Starts Here
13 Oct 2023
Contributed by Lukas
Three pillars of wealth are: Saving, Spending, and Investing. We’ll discuss each and give ideas on bolstering that pillar. As we discuss today’s ...
Ep 28 How Unraveling Budget Behaviors Can Fast-Track Your Financial Goals
03 Oct 2023
Contributed by Lukas
Today’s episode is all about reframing your negative budget behaviors. Knowing what behavior you need to replace and with what new habit or behavior...
Ep 27 How to Find Financial Freedom with Focus Groups as a Side Hustle
26 Sep 2023
Contributed by Lukas
Tara Trantham is a stay-at-home mom fueling her family’s FI/RE with focus groups.Listen in as she shares: Why she loves FIREFinding her way as a s...
Ep 26 How Financial Coaches and Financial Advisors Support Your Path to Financial Freedom
19 Sep 2023
Contributed by Lukas
Have you ever wondered the difference between a financial coach and a financial advisor? Today’s episode I explain the necessary role of each in yo...
Ep 25 Navigating Finances Together: Tackling Debt as Newlyweds with a Baby on the Way
12 Sep 2023
Contributed by Lukas
Alfredo Zapata, originally from Mexico, is a nutritionist, fitness coach, speaker, and author. For the last 30 years, he has been studying physical an...
Ep 24 From Surprises to Savings: Anticipating Expenses for a Solid Budget
05 Sep 2023
Contributed by Lukas
Have you ever had an expense sneak up on you? Totally wreck your budget? Then you gave up?! Even if you didn't completely give up, your budget w...
Ep 23 How to Heal From Divorce In 8 Steps with Guest Rachel Ruby
29 Aug 2023
Contributed by Lukas
Rachel S. Ruby, Divorce Healing CoachRachel S. Ruby is an attorney, entrepreneur, author, writer and coach. She worked in family law and was a certifi...
Ep 22 How to Navigate a Career Change & Stay Financially Stable During Transition
22 Aug 2023
Contributed by Lukas
Angela is a Certified Christian Life coach and motivational mentor. Her 19 year career in education and her lifelong walk with God have equipped her w...
Ep 21 How to Stop Mindless Spending & Be Intentional With Your Money
15 Aug 2023
Contributed by Lukas
Learning to be intentional with your money is so important. Do you plan what you are going to do with your money? Are you deliberate with each purchas...
Ep 20 How to Teach Your Kids & Grandkids About Money
08 Aug 2023
Contributed by Lukas
Sam X Renick is an internationally recognized leader and pioneer in financial literacy. He is a source and force of knowledge and joy on great money h...
Ep 19 Personal Finance 101: How to Set Yourself Up for Money Success
01 Aug 2023
Contributed by Lukas
Today’s episode is all about how to set ourselves up for success. You can definitely use these steps in any aspect of life, but I focus on how these...
Ep 18 Struggling With Finding Wealth? Learn How Lila Veronica Find Abundance By Changing Her Money Beliefs
25 Jul 2023
Contributed by Lukas
Struggling With Finding Wealth? Learn to Find Abundance By Change Your Money Beliefs and Embodying Your WorthAs a Speaker, Coach and CEO of The Rivers...
Ep 16 Divorce - Harder than Addiction: The Effects of Divorce on Family, Money, and Love
11 Jul 2023
Contributed by Lukas
Adam Jablin is a best-selling author, Inspirational Keynote Speaker, Transformational Life Coach, and Spiritual and Recovery Mentor. In 2006 Adam got ...
Ep 15 Five Ways to Get Out of Debt Without Sacrificing The Joys of Life
04 Jul 2023
Contributed by Lukas
Debt can be overwhelming and if we’re not careful it can consume us. The first step to being able to get rid of debt is to stop creating debt. Inven...
Ep 14 Questions and Uncertainty About Working with a Financial Advisor or Financial Planner? A Quick Guide to Building a Relationship with a Certified Financial Planner
27 Jun 2023
Contributed by Lukas
Rizek is the VP of Wealth Management at Divergent Wealth Advisors. He is a CPA and Certified Financial Planner® professional serving clients nationwi...
Ep 13 How to Overcome Financial Stress & Fear... After Divorce, Job Loss or Major Life Transition
20 Jun 2023
Contributed by Lukas
Whether we like to admit it or not, we’re all procrastinating about something we’d like to do differently when it comes to money. Is it more than ...
Ep 12 How to Become a Real Estate Investor & Build Generational Wealth With Terri Augustyn
13 Jun 2023
Contributed by Lukas
As a Generation X woman, I found myself in my early 40's knowing I should do more with my money, but I had found a way that satisfied me when I f...
Ep 11 Six Steps to Financial Freedom & How They Helped Me Achieve Early Retirement
06 Jun 2023
Contributed by Lukas
Have you ever wondered how to progress on your financial journey? Today’s episode is about the steps I used and how they helped me reach my financia...
Ep 10 It Hasn't Been Easy! Experience the Financial History of Gen X
30 May 2023
Contributed by Lukas
What a fantastic generation we are as Gen Xers! And a lot has happened financially since our generation started. There have been numerous financial ev...
Ep 9 Are You Stuck? Unleash Your Potential - Break Free from the Scarcity Mindset
23 May 2023
Contributed by Lukas
Break free from a scarcity mindset. A scarcity mindset is when you believe there are limited resources, so if someone else has something, you feel the...
Ep 8 A Pocketful of Financial Wisdom - What the Silent Generation Taught Me About Money
16 May 2023
Contributed by Lukas
Financial conversations between generations can be crucial for financial planning, wealth transfer, and avoiding financial misunderstandings. Listen i...
Ep 7 Emergency Fund - The #1 Way to Eliminate Debt FAST
09 May 2023
Contributed by Lukas
Learn a new way to look at emergency funds and how having an emergency fund eliminates the need for new debt. Learn to find your why with having an em...
Reach Your Money Goals Faster with Expense Tracking Tools
02 May 2023
Contributed by Lukas
Get a better handle on your finances by tracking expenses against your budget. Learn how to properly allocate your money, track spending, and save for...
Do You Save or Pay Off Debt First?
25 Apr 2023
Contributed by Lukas
Get a better handle on your finances by tracking expenses against your budget. Learn how to properly allocate your money, track spending, and save for...
Are You a Gen Xer? Secure Your Future: Conquer Gen X Money Challenges Today
18 Apr 2023
Contributed by Lukas
Gen Xers are facing a unique set of money challenges as they approach retirement age. It's time to discuss what needs to be done so Gen Xers can ...
How Using Cash Envelopes Saved Us During Financial Crisis
15 Apr 2023
Contributed by Lukas
So I talked briefly about our financial crisis during episode 001 when I shared my money journey story and that we used cash envelopes. During this ep...
Hate Budgeting? Why You Need to Find a Budgeting Method That Works For You
15 Apr 2023
Contributed by Lukas
Why do we hate budgeting so much? This word makes a lot of people cringe. Finding the right budget method can help you to be less cringy about using a...
My Story & How I Was Able to Retire Early at 50
15 Apr 2023
Contributed by Lukas
This episode is all about my money journey. I share my story from starting my first job, putting myself through college, my money A-ha moment, and pon...
Trailer
05 Apr 2023
Contributed by Lukas
Introduction to Wealthy Over 40 Podcast. Are you a Gen Xer? This podcast is for you!!Listen to why I became a financial coach, a little about my journ...