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Your Money, Your Rules | Money Mindset, Budget, Personal Finance, Human Design, Female Entrepreneur
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Ep. 45 Redefining Success: Crafting a Life of Financial Freedom and Personal Growth (with special guest Andy Moran)
Manage episode 416985157 series 3573046
Konten disediakan oleh Erin Gray | Financial Coach, Former Certified Financial Planner and CFO, Erin Gray | Financial Coach, Former Certified Financial Planner, and CFO. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Erin Gray | Financial Coach, Former Certified Financial Planner and CFO, Erin Gray | Financial Coach, Former Certified Financial Planner, and CFO atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
I invited Andy Moran, a Financial Planner on this week's podcast to discuss topics that we both have experienced like breaking the mold, diving into the possibilities of career breaks, mini-retirements, and the empowerment that comes with aligning work with our deepest values.
It was so refreshing to visit with Andy and his unconventional ways of thinking, how he navigates his own finances and advice he has for clients.
Andy has navigated the transition from a Silicon Valley startup to one of balanced living, Together, we dissect societal pressures, workplace flexibility, and the siren call of IPO culture as well as mainstream culture, all while offering a blueprint for those eager to redefine their professional and financial trajectories.
In this episode we discuss:
It was so refreshing to visit with Andy and his unconventional ways of thinking, how he navigates his own finances and advice he has for clients.
Andy has navigated the transition from a Silicon Valley startup to one of balanced living, Together, we dissect societal pressures, workplace flexibility, and the siren call of IPO culture as well as mainstream culture, all while offering a blueprint for those eager to redefine their professional and financial trajectories.
In this episode we discuss:
- Redefining work and financial freedom
- The FIRE movement and our thoughts about it
- Tax planning during low income years
- Differences between SEP IRAs and Solo 401(k)s
- The different types of Financial Advisors/Planners
Want to learn more? Here are your next steps:
Step 1: Join my FREE Facebook Community
➡️ Join here: https://www.facebook.com/groups/941450038160915
Step 2: Ready to feel more confident with your money using Human Design? Join my FREE 4-part video workshop series where I show you how to use your unique decision-making skills with money.
➡️ Sign up now: https://generatealifewelllived.com/create-financial-ease-with-human-design
Step 3: Want to work together to transform your relationship with money and build true financial confidence?
➡️ Book your 1:1 coaching call here
Money doesn't have to feel overwhelming. Let's create a strategy that feels aligned and empowering for you.
From my soul to yours,
Erin
Chapter
1. Redefining Work and Financial Freedom (00:00:00)
2. Perspectives on Finance and Life (00:09:07)
3. Financial Planning and Investment Advice (00:17:09)
4. Tax Planning and Financial Strategy (00:29:03)
5. Differences Between SEP and 401k (00:37:57)
6. Financial Advisor Licensing and Fee Models (00:42:26)
7. Understanding Captive vs Non-Captive Agents (00:54:41)
8. Embracing Change and Creating Space (01:02:53)
9. Entrepreneur Growth and Support Program (01:10:03)
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