Making Change with your Money Podcast Por Laura Rotter CFA CFP® | Financial Advisor for Women in Midlife Transitions arte de portada

Making Change with your Money

Making Change with your Money

De: Laura Rotter CFA CFP® | Financial Advisor for Women in Midlife Transitions
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Making Change with Your Money is the go-to podcast for women in midlife experiencing major life transitions and ready to transform their relationship with money.

Hosted by Laura Rotter, CFA, CFP®—a financial advisor and Founder of True Abundance Advisors—this podcast features intimate conversations with women who have successfully navigated career changes, divorce and financial independence, retirement planning, entrepreneurship, and complete life reinvention.

Every episode explores both the practical side of financial planning for women and the deeper inner work around money mindset, worthiness, and values-based living. From healing financial trauma to building sustainable businesses, from leaving corporate careers to investing with confidence, these stories provide both inspiration and actionable financial guidance.

Whether you're contemplating a career pivot, managing an inheritance, recovering from divorce, or simply feeling that there must be more to life than the relentless pursuit of more—this podcast will help you use your resources (money, time, energy, and talent) to create a life of meaning and purpose.

Laura brings her Wall Street experience, mindfulness practice, and financial life planning expertise to help listeners understand that true abundance isn't about the numbers in your account—it's about the freedom to live authentically.

Perfect for: Women over 40, midlife career changers, recent divorcées, pre-retirees, women entrepreneurs, and anyone questioning whether they're worthy of pursuing their heart's desires.

Topics include: Financial planning, money mindset, career transitions, retirement alternatives, divorce and money, women's financial empowerment, entrepreneurship, investing, financial therapy, values-based financial planning, and life reinvention.

2025 Laura Rotter, CFA, CFP® | Financial Advisor for Women in Midlife Transitions Economía
Episodios
  • How to Build Wealth and Legacy with Lauri Kibby, Managing Partner at Seleen Brighthouse

    How to Build Wealth and Legacy with Lauri Kibby, Managing Partner at Seleen Brighthouse
    Dec 27 2025

    What happens when a seasoned finance professional with an MBA and 26 years in construction loses nearly $2 million to a Ponzi scheme? In this candid and empowering conversation, Laura Rotter sits down with Lauri Kibby—Managing Partner at Seleen Brighthouse real estate investment fund—who turned one of her most devastating financial mistakes into a mission to educate and empower women investors.

    Lauri's journey from growing up with money as a "weapon" (despite living an upper-middle-class life) to becoming a successful entrepreneur and developer reveals powerful lessons about financial resilience, self-trust, and the importance of knowing your complete financial picture. After discovering she'd been caught in a Ponzi scheme in 2023—lured by greed and the failure to trust her own gut instincts—Lauri didn't hide in shame. Instead, she founded Seleen Brighthouse to provide women access to real estate investment opportunities typically reserved for the ultra-wealthy, along with the education and community they need to become sophisticated investors.

    This episode is essential listening for any woman who wants to take full ownership of her financial life, whether you're preparing for the great wealth transfer, managing an inheritance, or simply ready to stop outsourcing your financial decisions. Lauri shares why women need to look beyond the two-year horizon, how to build fundamental self-trust that creates wealth, and why knowing your net worth is one of the most empowering things you can do for yourself.

    Key Takeaways

    💡 Even finance professionals fall for scams—and that's the point: Lauri, with her MBA and decades of investment experience, lost $2 million to a Ponzi scheme because greed overrode her gut instincts. If it can happen to her, it can happen to anyone. The antidote is education, community, due diligence, and trusting the "pit in your stomach" when something feels off.

    💡 Most women don't know their true net worth—and that's disempowering: Women often can't name all their assets, forget about old 401(k)s, and don't have a consolidated view of their financial picture. Knowing your complete balance sheet—assets and liabilities—is incredibly empowering and usually reveals you're worth more than you think.

    💡 True financial success comes from daily impact, not account balances: After comparing herself to ultra-wealthy family members for years, Lauri redefined success as the impact she makes in relationships every day. Better relationships lead to better decisions, which lead to better financial outcomes—not the other way around. And fundamentally, most people have always been okay, which should give us power to do big things without fear.

    Connect with Lauri:

    Website

    LinkedIn

    Stay connected:

    Connect with Laura on LinkedIn

    @Rotters5 on X

    Connect with Laura on Facebook

    Subscribe to my YouTube channel

    Subscribe to my newsletter

    Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only.

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    45 m
  • Embracing Transformation Through Nutrition: an interview with Kristin Tomlinson, Holistic Health Coach

    Embracing Transformation Through Nutrition: an interview with Kristin Tomlinson, Holistic Health Coach
    Feb 17 2024
    Kristin Tomlinson is a Clinical Nutritionist, Holistic Coach and Certified Big Leap Coach. Kristin's mission is to help you envision a healthier, authentic life by achieving your wellness goals; embrace transformation through nutrition and conscious choices, and address challenges and prioritizing self-care for holistic well-being.Kristin shared her personal journey from yoga teacher to wellness coach, discussing how she faced uncomfortable truths about her sexuality and how she was guided by an internal unrest to find tools and practices to understand herself and make significant life changes. From yoga to nutrition, Kristen emphasizes the tie between emotional wellness and physical wellbeing. Our discussion also features insights into her financial journey and how she overcame limited resources in her youth and managed financial obstacles during her divorce and the growth of her business. Kristen shares her perspective on money, revealing how she eventually started to see it as an 'energy exchange', interconnected with the idea of abundance and wellness. Finally, she elaborates on her current roles as a wellness coach and Big Leap coach, helping clients overcome obstacles and achieve their goals.“I tend to resonate with menopausal and postmenopausal women because it is a very juicy time of life. Weight gain is usually what brings them to the door, but it's all of the other aspects of wellness and well-being that actually gets them to walk through the door, and that is managing stress, that is managing stories that we're telling ourselves, old stories, old personas that are fixed in place. So I'm now able to look at it from lots of different perspectives to help women figure out just who they want to be and where they want to go.” - Kristin TomlinsonKey takeaways: - When you begin to follow the stirrings of your heart, the universe will support you. Kristin felt an unrest and a stirring after the birth of her daughter; she felt like she was numb, just going through the motions. She found yoga and began to do some self-exploration, and realized that she had hidden from herself her whole life that she was gay. Once she embraced that fact, the universe, according to Kristin, “just laid out the whole plan” before her. - When going through a big life transition, find a space, created by a community or a teacher, where you feel safe to explore. Kristin described finding yoga, a practice that helped her learn to self-regulate, and finding a gifted teacher and community to help her express what she was feeling, rather than pushing away emotions of sadness, anger and confusion.- One thing always leads to the next, so just start where you are. Kristin studied and became a yoga teacher, teaching about eight classes a week at one point. She then began a wellness journey, which led her to massage school, which she loved, but didn’t feel quite right for her. That started her on the journey of nutrition and coaching, which led to her clinical nutrition certification, as she realized that food so often intersects with emotions and stress. Kristin recently became a Big Leap coach, incorporating new practices to help herself as well as others.About the guest: Kristin Tomlinson is a Clinical Nutritionist, Holistic Coach and Certified Big Leap Coach specializing in helping women transform their life and health through menopause and beyond. She has a 500-hour Clinical Nutrition certification and trained in a variety of holistic and integral coaching styles, most recently as a Certified Big Leap Coach through the Hendricks Foundation. She is a practitioner for Dr. Wendy Warner, an acknowledged expert in Integrative Functional Medicine. She’s been practicing and teaching yoga for over two decades and is a wife, mom, and lifelong learner. Website: https://www.coachkristin9.com/Linkedin: https://www.linkedin.com/in/kristin-tomlinson-76881142/Instagram: www.instagram.com/coachkristin9Email address: coach kristin9@gmail.comFree Resource: How to Compose a Healthy Meal Interested in booking a free consultation? Schedule a call.Stay connected:Connect with Laura on LinkedIn@Rotters5 on TwitterConnect with Laura on FacebookSubscribe to my YouTube channelSubscribe to my newsletterGet your free copy of Unlock Your Money Blocks Workbook : Your step-by-step guide to unlocking your blocks to financial freedom.Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
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    46 m
  • Design Your Career from the Inside Out: an interview with Tammy Gooler Loeb , author of Work From The Inside Out

    Design Your Career from the Inside Out: an interview with Tammy Gooler Loeb , author of Work From The Inside Out
    Mar 11 2023

    Tammy Gooler Loeb is an Executive and Career Coach, Author, Speaker, and Podcast Host. Through her coaching practice, her book, Work From the Inside Out and her podcast by the same name, Tammy helps her readers, listeners and clients develop greater satisfaction in their careers and work relationships.

    Tammy shared her own personal career journey. She worked at her college career office when she was in school, spent some time in community mental health, in the Mayor's office in Boston working on public policy, and then as a writer of grants for non-profits.

    Tammy describes how she began to chafe as an employee, always working under someone else's agenda. She realized that she was not a great employee; she did not like being told what to do. She started her consulting business after receiving a great piece of advice: have a part time job as a financial anchor and build a side gig around that.

    "Networking wasn't just about telling people about me to help me get a job. It was more finding out about what other people were doing, what they liked about it, and then seeing what that sparked in me". Tammy Gooler Loeb

    Key takeaways:

    - Be willing to shake things up, to take a risk, when you’re in a rut. In Tammy’s case, at age 25, she bought a one-way ticket to Athens, with nothing else but a backpack, to kickstart her sense of adventure, freedom and curiosity.

    - Consider working in a field before pursuing a degree in it. Tammy had applied to and was accepted into a program for a Masters in Public Policy, but then realized it made sense to work in public policy before enrolling, even with a great scholarship award. And she did NOT end up pursuing that degree!

    - As you explore next steps, talk to other people about what they are doing. Tammy shared that, if she saw someone doing something that interested her, she always made an effort to reach out and find out what they liked about it and how they got where they were. Looking back, she realizes she was networking!

    About the guest:

    Tammy Gooler Loeb is the author of Work from the Inside Out: Break Through Nine Common Obstacles and Design a Career That Fulfills You. She is a career and executive coach, speaker and facilitator with expertise in career transitions, team, and leadership development. Tammy’s clients represent many sectors and industries.

    Tammy’s weekly podcast, Work from the Inside Out, highlights stories of guests' career transitions to more meaningful work.

    Her expertise has appeared in Forbes, Fast Company, The Boston Globe, and Harvard Business Review Ascend.

    Tammy holds a B.A. in Psychology from Hampshire College, Amherst, MA, and an MBA from Boston University, Boston, MA.

    Linkedin:- http://linkedin.com/in/tammygoolerloeb

    Facebook:- http://facebook.com/TammyGoolerLoebCoaching

    Her free gift Bonus Workbook can be accessed through www.tammygoolerloeb.com/workbook

    Interested in booking a free consultation? Schedule a call.

    Stay connected:

    Connect with Laura on LinkedIn

    @Rotters5 on Twitter

    Connect with Laura on Facebook

    Subscribe to my YouTube channel

    Subscribe to my newsletter

    Get your free copy of Unlock Your Money Blocks Workbook : Your step-by-step guide to unlocking your blocks to financial freedom.

    Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
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    40 m
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