From Middle Class to Millions

Are We Screwing Up Our Money?


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Do you make good money but still feel anxious about your finances? This episode of From Middle Class to Millions explains why financial stress doesn't disappear with raises, age, or higher income and why clarity matters more than how much you earn.

Shannon shares a real client story of a couple in their 50s navigating retirement planning, multiple old 401(k)s, Roth IRAs, and lingering fear from past layoffs. Different life stage, same core problem she sees with younger clients: competing financial priorities and no clear system for making decisions.

If you haven't listened yet, this episode builds directly on last week's conversation about a couple in their 30s juggling debt, childcare costs, investing, and lifestyle pressure. You can listen to that episode here.

In this episode, you'll learn:

  • Why high earners still feel behind financially

  • How financial disorganization fuels anxiety

  • What to do with multiple retirement accounts

  • Why budgeting and spending awareness matter at every stage

  • How to build long-term wealth and financial confidence

Whether you're in your 30s, 40s, or 50s, this episode will help you move from financial fog to confident action with a strategy that fits your life.

Ready for personalized support? If this episode sounds like you, book a call and let's talk through where you are, what's keeping you stuck, and the next steps to feeling confident and secure with your money.

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From Middle Class to MillionsBy Shannon Brome-Ward