Halloween is done and so is October! For those of you coaching higher net worth individuals, I imagine you're starting to look at year-end planning for your clients: tax loss harvesting, retirement contributions, gifting etc. etc. Care to share your set-up for this time? I'm starting a new course build-out this week, before heading abroad on Friday to hang out with some digital nomads! What are you planning? Any wins from last week you'd like to share?

Hi everyone! I’m excited to be here and connect with others who are creating powerful conversations around money. I help women stop putting themselves last, financially and emotionally, by teaching them how to build confidence, clarity, and control with their money. Most of the women I work with are smart and capable, but still feel behind or unsure. My work empowers them to take ownership of their finances, without judgment or lectures, so they can make aligned, confident decisions that reflect who they are and what really matters. I’m a Personal Finance Expert (CFP & MSFS), Speaker & Educator, Personal Growth Coach, host of the Real Money, Real Life™ podcast, and creator of the MeMoney™ Method, a mindset-first approach to money that blends emotional truth with financial clarity. I’d love to collaborate with fellow financial creators whether that’s cross-promotions, co-creating content, or being a guest on your podcast. If you’re looking for someone who brings both the practical and mindset side of money to the table, I’d love to chat. Looking forward to learning more about all of you and the amazing work you’re doing!

I grew up in poverty where $100 a month felt like a jackpot. Now I earn over $10,000 a month, yet I struggle with impulsive spending and the mindset shift from survival to structure. I want to build a secure future for my family, but discipline is hard. If you’ve been through this going from nothing to more than enough how did you adjust your mindset and spending habits? Any advice or resources would mean a lot.

I had 5 subscribers to my first newsletter. :) The first one went out last Monday with an every 2 week timeline. This week I decided to change to every week. (thoughts on this with such a small list) and have prepared the next 3 also. My Niche is women, primarily 40's+. If this is you I'd love to add you to my list if you live in the states. Go to my website, scroll to the end, and sign up there. TIA www.FinancialFreedomPathway.us

I host The Weekly Wealth Podcast. My target market is the Mass Affluent and High Net Worth. Typically, budgeting is not a concern, although with my clients, we always do look at cash flow. I also very much enjoy working with and speaking to established business owners. Do YOU think that your message would resonate with these audiences? Do you think that we can collaborate? I am not looking for any "be your own bank" life insurance people, while very important... I am not looking for anyone who can help to eliminate credit card debt, etc. Check it out www.weeklywealthpodcast.com