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 Espiritualidad
Episodios
  • How to Lead Yourself First: The CORE Framework for Intentional Living with Miki Feldman Simon
    Jan 24 2026

    What if the most important leadership role you'll ever have isn't managing a team, but leading yourself? In this conversation, Laura Rotter sits down with Miki Feldman Simon—executive coach and author—who shares her journey to discovering her true calling: helping people live with intention, authenticity, and purpose.

    Miki's path wasn't linear. From fashion design to psychology to HR to operations to marketing, she explored diverse fields while developing a consistent through-line: curiosity about people and the ability to create psychological safety that gets others to open up. After moving from Israel to Australia to the United States, taking forced career breaks due to visa restrictions, and taking care of aging parents, Miki found herself asking the fundamental question that drives her work today: Who do you want to be?

    Her answer became the CORE framework—a four-step process detailed in her book Core Leadership. CORE stands for Clarify, Operationalize, Reflect and Evaluate. This isn't just a leadership model for executives—it's a framework for anyone who wants to stop being managed by other people's priorities and start showing up as the person they truly want to be.

    This episode is essential listening for anyone feeling pulled along by life rather than intentionally choosing it, for parents trying to model values for their children, for professionals wondering if their credit card statement reflects what they say matters most, and for anyone ready to ask: In this moment, who do I want to be?

    Key Takeaways

    💡 Leadership starts with leading yourself—it happens everywhere: You don't need a management title to be a leader. Leadership shows up in your kitchen, with your family, in how you respond to stress. If you're not intentional about leading yourself, you'll be managed by other people's priorities and habits, pulled along without direction.

    💡 Ask others about your strengths—you can't see them clearly yourself: Miki asked her teenage daughter "What are my strengths?" and received a life-changing answer: "You have simple solutions to complex situations." We dismiss compliments or assume everyone has our gifts. Ask at least three people who know you well what your strengths are—the answers will surprise and empower you.

    💡 Clarify who you want to BE, not just what you want to DO: We spend enormous energy on what we want to accomplish but rarely ask who we want to be. When your values, priorities, and vision of yourself are clear, decisions become easier—even painful ones—because you have a compass guiding you.

    💡 Your credit card statement reveals your true priorities: Say family is your priority? Check your calendar and bank statement. We rationalize that we'll "someday" focus on what matters, but operationalizing your values means your actions actually align with what you say is important.

    Resources: Core Leadership

    The 6 Types of Working Genius

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    45 m
  • How to Take a Power Pause in Your Career Without Losing Your Ambition with Lisa Cassidy
    Jan 10 2026

    What does it take to walk away from 15 years at a prestigious company like IBM when you're ambitious, driven, and have two young children at home? In this deeply practical conversation, Laura Rotter sits down with Lisa Cassidy—former IBM consultant and organizational change specialist—who shares her journey of taking what she calls a "power pause" to recenter herself and her family after feeling stretched too thin.

    Lisa grew up in a log cabin in rural Maryland, where her parents made intentional choices about money—no mortgage, modest vacations, but heavy investment in education. Those early lessons about values over lifestyle gave her the foundation to make bold decisions decades later. After spending her twenties exploring three different industries in three different cities, earning her MBA, and building a successful 15-year consulting career, Lisa heard a quiet voice saying "you're doing too much." With the support of her husband David, she made the intentional decision to resign—but not before taking a leave of absence to ensure she was making the choice from a place of calm, not chaos.

    This episode is essential listening for any woman who feels like she's barely keeping her head above water, any parent trying to balance career and family, or anyone wondering if it's possible to pause without losing momentum. Lisa shares the financial preparation that made her pause possible, the questions she and her husband answered together to align on money values, and why success is really about the ability to choose how you spend your time.

    💡 Education as generational wealth can enable life choices: Lisa's parents lived in a small home without a mortgage and skipped fancy vacations to invest heavily in their daughters' education—including boarding school and college. This pattern, passed down from her grandfather paying for her father's law school, gave Lisa the foundation to later afford her own power pause.

    💡 Know yourself before you know your next role: Through exploring three different industries in three different cities in her twenties, Lisa learned that relationships and variety were more important to her than any specific field. Knowing what motivates you—not just what sounds impressive—is critical to long-term career satisfaction.

    💡 One in three working women will pause in the next two years: According to The Power Pause by Neha Ruch, one in three women currently working will pause their careers in the next two years, and 90% will return. You're not alone if you're considering this.

    💡 Make the decision from calm, not chaos: Lisa took a leave of absence before resigning to ensure she was making the choice from a centered place, not from burnout. She worked with a coach, journaled extensively, and had deep conversations with her husband about money values before taking the leap.

    💡 Success is the ability to choose how you spend your time: By buying a small house in Maine where cost of living is lower, sending kids to public school, and being intentional about expenses, Lisa and her husband created the financial flexibility to have choices. Money enables choice, but choice is the real measure of success.

    Connect with Lisa:

    LinkedIn

    Resources:

    The Power Pause

    Suzy Welch Podcast

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    39 m
  • 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.

    Más Menos
    45 m
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