What does it actually mean to be wealthy?
Not just financially successful, but truly wealthy. In alignment. Living a life that matches your values, not just your bank balance.
That's the question at the center of this conversation. Lisa Marie sits down with Therese Nicklas, CFP™, Certified Money Coach (CMC)®, and Certified Success Principles™ Coach, and they talk all about what it really takes to build wealth that lasts. From Therese's grandmother stretching pennies in Sicily to a client who almost dropped $10,000 on a conference she didn't need, this episode is full of honest, practical wisdom that will make you stop and think before your next investment decision.
If you've ever bought a program out of fear, said yes to something you didn't have the time or energy for, or wondered whether your basket is already full, this one is for you.
What You'll Learn
- What "True Wealth" actually means, and why it has nothing to do with how much money you have
- The story of Therese's grandmother and her 95-year-old uncle that reframes everything about money and mindset
- The real reason entrepreneurs keep buying shiny objects (hint: it's not excitement, it's fear)
- How to do the soul-searching work before any investment decision, and why that conversation could save you tens of thousands of dollars
- The "basket" framework: why your knowledge base may already be full before you spend another dollar
- The $10,000 Alaska conference story, and the question that changed things
- Why time and energy are part of your ROI, and what happens when you ignore that
- How to build a money muscle through radical honesty with yourself
Guest Information
Therese Nicklas is a Certified Financial Planner™, Certified Money Coach (CMC)®, and Certified Success Principles™ Coach. She empowers executive and entrepreneurial women with smart strategies to build a new big, bold life, with certainty, clarity, and confidence.
Through her True Wealth coaching program, clients learn to say no to burnout, feeling empty, and working nonstop. They learn to say yes to designing a fulfilling life they love, one built with joy, purpose, and balance.
Connect with Therese
Website: wealthcoachforwomen.com/
LinkedIn: linkedin.com/in/theresernicklascfp
Facebook: facebook.com/theresernicklascfp
Free Resource: Financial Freedom Toolkit - https://wealthcoachforwomen.com/pod
Resources
- The Seven Money Pitfalls email series
- Money Movz™ Voxer Coaching
- Transcendent Wealth Co
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Transcendent Wealth Co. LLC
https://www.transcendentwealthco.com