Her Wealth: Unscripted

Most of us are carrying a money story we never chose — a comment from a teacher, a moment we felt "not enough" — and it's still quietly running the show.

Have you ever wondered why you can advocate fiercely for everyone else but hesitate to speak up for yourself? Have you ever caught yourself apologizing before you've even finished a sentence? Have you ever avoided opening a statement — financial or otherwise — because some part of you decided long ago this "isn't your thing"?

In this episode, Susan and Sara sit down with Nadia Murdock, mindset and movement coach, peak performance mentor, and confidence catalyst, to talk about the muscle behind real confidence: self-advocacy, and how it shows up — or quietly disappears — in the way women manage their careers, relationships, and money.

In this episode, we cover:

• The imposter syndrome trap — Why Nadia felt she needed endless certifications to be "allowed" to help people, even though she already had everything she needed.
• A pregnancy, a lockdown, and a wake-up call — How one doctor's careless words forced Nadia to trust her own instincts over a "superior" authority.
• Why women struggle to speak up — Nadia breaks down how upbringing and the rooms we spend time in shape whether we feel entitled to a voice.
• Black-and-white thinking — The all-or-nothing trap that keeps women from opening a 401(k) statement or asking for what they're worth.
• The 4th grade money story — Nadia gets vulnerable about the offhand comment that shaped her relationship with money for years.
• Ultimate Vitality, explained — What it means to know your own body's blueprint instead of chasing someone else's definition of "well."

You don't need a dramatic wake-up call to start advocating for yourself — you just need to start.

CHAPTERS

0:00 - Intro

0:23 - Meet Nadia Murdock

1:55 - Nadia's non-linear path to mindset coaching

4:34 - Overcoming imposter syndrome and limiting beliefs

6:29 - A high-risk pregnancy and learning to self-advocate

9:02 - Why women struggle with self-advocacy

14:04 - Connecting mindset, movement, and self-worth

19:25 - Cognitive behavioral therapy (CBT) tools, explained

24:11 - The 4th grade math teacher and the money-shame story

29:10 - What "Ultimate Vitality" really means

33:01 - Nadia's closing message to every woman listening

👋 If this episode resonated, like, comment, and subscribe — and tell us: what's one thing you've accomplished that you've been discounting?

📖 For more on building financial confidence, visit the Sorelle Journal: https://www.sorellewealthpartners.com/blog

Her Wealth: Unscripted is hosted by Susan Jones, JD, CFP®, CDFA® and Sara Gelsheimer, MBA, CFP®, co-founders of Sorelle Wealth Partners, a fee-only fiduciary wealth management firm serving women and families navigating divorce, widowhood, retirement, and other major life transitions, with offices in Boca Raton, FL and St. Louis, MO. Learn more at sorellewealthpartners.com.

This week's guest, Nadia Murdock, is a mindset and movement coach, peak performance mentor, and confidence catalyst, and the founder of the Ultimate Vitality method. Find her on Instagram and TikTok @nadiamurdock.

#SelfAdvocacy #MoneyMindset #HerWealthUnscripted

You promise yourself today will be different — and by 3:30 you're eating candy behind a locked classroom door. If that sounds familiar, you're not lacking willpower. There's a real reason your brain won't stop asking for food, especially during the hardest, most transitional seasons of life.

Have you ever wondered…

• Why you can't stop thinking about food, even right after you've eaten?
• Why cravings get so much louder during stress or major life transitions?
• Whether "food noise" is just you, or something almost every woman quietly deals with?

In this episode, Susan and Sara sit down with Laura Banks, Integrative Nutrition Health Coach and founder of Laura B Healthy LLC, for an honest conversation about the emotional and physiological roots of cravings — and why healing your relationship with food isn't so different from healing your relationship with money. Laura shares her own journey through binge eating and the simple, sustainable framework she now teaches her clients.

In this episode, we cover:

• What "food noise" really is — the constant background chatter about food that has nothing to do with actual hunger.
• The physiology behind stress eating — why your vagus nerve, not your willpower, is driving the craving.
• Why all-or-nothing thinking backfires — and how one "bad" choice (with food or money) doesn't erase all the good ones.
• Laura's own story with binge eating — and the moment that finally changed everything.
• The two-bucket craving framework — a simple way to tell if a craving is emotional or physical, and what to do about each.
• Where to actually start — small, sustainable shifts instead of a total lifestyle overhaul.

You don't need more willpower — you need to understand what your body and brain are actually asking for. Healing starts one honest, unhurried step at a time.

0:00 - Welcome & meet Laura Banks

1:15 - Laura's journey to becoming a health coach

3:07 - What is "food noise"?

4:38 - Why food noise hits some people harder than others

6:12 - The physiology behind stress eating

9:19 - Why under-eating fuels cravings

11:04 - All-or-nothing thinking (and its money parallel)

17:06 - Laura's story with binge eating

22:47 - The two-bucket framework: emotional vs. physical cravings

27:49 - What every woman should know during hard seasons

29:40 - Where to find Laura

👋 If this episode resonated, give it a like, drop a comment, and subscribe so you don't miss what's next.

📖 For more insights, visit the Sorelle Journal: https://www.sorellewealthpartners.com/blog

Her Wealth: Unscripted is hosted by Susan Jones, JD, CFP®, CDFA® and Sara Gelsheimer, MBA, CFP®, co-founders of Sorelle Wealth Partners, a fee-only fiduciary wealth management firm serving women and families navigating divorce, widowhood, retirement, and other major life transitions, with offices in Boca Raton, FL and St. Louis, MO. Learn more at sorellewealthpartners.com.

This episode features guest Laura Banks, Integrative Nutrition Health Coach and founder of Laura B Healthy LLC, who helps women break the diet cycle by addressing the emotional and psychological roots of cravings. Connect with her on Instagram @laurabehealthy or at bhealthyhabits.com.

#FoodNoise #WomensWellness #HerWealthUnscripted

Negotiating for yourself can feel a thousand times harder than negotiating for someone else — and there's real psychology (and real money) behind why.

Have you ever wondered:

- Why you can advocate fiercely for a friend but freeze up asking for your own raise?

- Whether staying quiet in a salary negotiation is actually costing you more than you think?

- If "confidence" is something you need before you negotiate, or something you build by doing it anyway?

In this episode, Susan and Sara sit down with Katie Naughton — entrepreneur, investor, and founder of Drive Her Forward (https://www.driveherforward.com/) who built her career in one of the most male-dominated industries in America: automotive retail. As one of the rare 1% of women to own and operate a dealership, Katie has negotiated everything from multi-million dollar acquisitions to her own salary, and she's candid about the one time she didn't ask for what she was worth — and what it taught her.

In this episode, we cover:

- Breaking into a male-dominated industry: Katie's path from wanting to be a sideline sports broadcaster to becoming one of the few female dealership owners in the country.

- The moment she realized she could lead, not just sell: How working inside other dealerships sparked the confidence to buy her own.

- Why women underprice themselves: Katie unpacks the conditioning that leads women to prioritize being "agreeable" over asking for what they're worth.

- The power of the pause: A simple negotiation tactic — staying silent after stating your number — that can shift control of the entire conversation.

- Confidence is built by doing, not waiting: Why "diving in" before you feel ready is often the fastest way to actually feel ready.

- The "Win of the Week" habit: A simple weekly practice that gives you 52 concrete reasons to ask for that raise or promotion at year-end.

- You don't need to feel 100% ready to negotiate — you just need a number, a plan, and the willingness to sit in the silence.

Chapters

0:00 - Introducing Katie Naughton

1:52 - Becoming one of the 1% female dealership owners

4:54 - Selling, Covid, and pivoting to automotive M&A

6:50 - Why she built a negotiation course for women

8:09 - The lowball offer that started it all

9:59 - Why women leave money on the table

11:28 - Getting out of your own way & making a plan

13:09 - Mastering "the pause" in negotiation

16:09 - The "Win of the Week" habit

18:20 - Confidence comes from action, not waiting

22:00 - Katie's final negotiation advice & where to find her

👋 If this episode hit home, give it a like, drop a comment with your own negotiation story, and subscribe so you don't miss next week's conversation.

📖 For more on building financial confidence, visit the Sorelle Journal: https://www.sorellewealthpartners.com/blog

Her Wealth: Unscripted is hosted by Susan Jones, JD, CFP®, CDFA® and Sara Gelsheimer, MBA, CFP®, co-founders of Sorelle Wealth Partners, a fee-only fiduciary wealth management firm serving women and families navigating divorce, widowhood, retirement, and other major life transitions, with offices in Boca Raton, FL and St. Louis, MO. Learn more at sorellewealthpartners.com.

This week's guest: Katie Naughton, entrepreneur, investor, and founder of Drive Her Forward, a national leadership platform for high-performing women. Learn more at driveforward.com.

#NegotiationTips #FinancialConfidence #HerWealthUnscripted

Most of us didn't grow up talking about money — and we're still paying for that silence. Whether it shows up as financial anxiety, impulsive decisions, or a deep, nagging feeling that your net worth is somehow your worth, the roots usually trace back to childhood. And the window to change that for your own kids is earlier than you think.

Have you ever wondered…

• Why do so many financially "educated" adults still make decisions from a place of fear?
• When is the right time to start talking to kids about money — and how do you even begin?
• What would it look like to raise a child who sees money as a tool, not a measure of who they are?

Susan and Sara sit down with Maggie Shih — founder and CEO of Theta Labs and creator of Satta, an app designed to build financial literacy and emotional intelligence in kids as young as five — for a conversation that's equal parts personal and practical. Maggie grew up watching her fierce, self-made single mother build a business from nothing while never uttering a word about money. That silence shaped Maggie's relationship with finances well into adulthood — and ultimately became the spark behind a new kind of financial tool for the next generation.

In this episode, we cover:

• The real cost of money silence — Why avoiding financial conversations at home doesn't protect kids; it makes money feel taboo, shameful, and scary well into adulthood.
• Net worth is not self-worth — How untangling the stories we inherited about money frees us to see it as a neutral tool — and why that reframe has to start young.
• The five-year window — Why age five is a critical baseline for financial habit formation, when kids are already building patience, delayed gratification, and emotional regulation.
• Mindset over math — Why a child can understand how savings accounts work and still make fear-based financial choices — and what it takes to close that gap.
• Literacy vs. ability — Why a single high school econ class was never going to be enough, and why behavioral change, not information, is what actually moves the needle.
• Duolingo meets Tamagotchi — How Satta turns daily financial habits into a game: kids adopt a virtual pet, complete short quests, and earn gems — building real-world consistency through play.

Chapters:

0:00 - Welcome & Introducing Maggie Shih

1:49 - How Maggie's Story Led to Satta

3:03 - What Financial Silence Actually Costs Kids

4:55 - Separating Net Worth from Self-Worth

6:09 - Why Age Five Is the Critical Window

7:10 - The Four Pillars: Concepts, Skills, Mindsets & Habits

8:03 - Literacy vs. Ability — Why Information Isn't Enough

9:54 - Inside the App: How Satta Works

11:51 - Maggie's Entrepreneurial Journey

14:30 - What's Next: Satta Markets & Community Events

16:12 - Who's Using the App (and Why Parents Love It)

18:08 - Practical Tips for Raising Money-Confident Kids at Home

21:52 - How to Break the Cycle — For Yourself and Your Kids

23:28 - Where to Find Maggie & Satta 

📖 More honest conversations about money and life at the Sorelle Journal: https://www.sorellewealthpartners.com/blog

Her Wealth: Unscripted is hosted by Susan Jones, JD, CFP®, CDFA® and Sara Gelsheimer, MBA, CFP®, co-founders of Sorelle Wealth Partners, a fee-only fiduciary wealth management firm serving women and families navigating divorce, widowhood, retirement, and other major life transitions, with offices in Boca Raton, FL and St. Louis, MO. Learn more at sorellewealthpartners.com.

Connect with Maggie Shih: Instagram @_maggieshih | Satta app: https://www.sattaworld.co/

#FinancialLiteracyForKids #ConsciousParenting #HerWealthUnscripted

There's a version of you from ten years ago who was doing her best — juggling work, family, identity, and money — and probably being way too hard on herself about all of it. What if you could sit her down and have a real conversation?

Have you ever wondered…

• Whether you're too focused on the day-to-day to see the bigger picture of where your life is actually headed?
• If the definition of success you've been chasing is actually yours — or just one you inherited?
• What it would feel like to stop people-pleasing and start designing a life on your own terms?

In this episode, Susan and Sara get personal. They share where they each were a decade ago — deep in demanding careers, navigating new motherhood, and measuring success by someone else's yardstick — and what they know now that they wish they'd known then. It's honest, a little vulnerable, and full of the kind of perspective that only comes from living it.

In this episode, we cover:

• The "good mom vs. good employee" myth: Sara opens up about the fear that becoming a mother would diminish her value at work — and what she'd tell herself now.
• Overthinking the small stuff: Susan shares a summer camp story that perfectly captures how easy it is to obsess over decisions that won't matter in ten years.
• Redefining success from the inside out: Both hosts reflect on how their definitions of success have shifted — from climbing a ladder to building something meaningful on their own terms.
• The power of strategic life check-ins: Why Sara believes you need to deliberately pause and ask, "Am I living the life I actually intended to be living?"
• Nothing is off the table: Susan's reminder that when you're buried in responsibilities, it can feel like you have no options — but you usually have more than you think.
• Dreaming big and doing the work: Sara's closing message about intentional living, letting go of "supposed to," and tapping into what you actually want.

You can't go back and give your younger self a pep talk — but you can start listening to yourself a little more today. That's the whole point.

Chapters:

0:00 - Today's Episode: What We Wish We Knew Ten Years Ago

0:53 - Where Susan Was Ten Years Ago: Partner Life, Four Kids, and the Clock Ticking

2:27 - Where Sara Was Ten Years Ago: Marriage, Fertility Fears, and a Career Identity Crisis

4:38 - The Things We Worried About That Weren't Worth It

8:22 - Susan on Working Midnight Hours — and Learning There's More Than One Way to Be a Good Mom

10:09 - What Did Success Look Like Ten Years Ago?

13:19 - Advice to Our Younger Selves: Listen to Yourself More

17:18 - Dream Big and Stop People-Pleasing

👋 If this episode hit close to home, we'd love to hear what you'd tell your younger self — drop it in the comments. And if you found this helpful, please like, subscribe, and share with a woman who needs to hear it.

📖 More honest conversations about money and life: https://www.sorellewealthpartners.com/blog

Her Wealth: Unscripted is hosted by Susan Jones, JD, CFP®, CDFA® and Sara Gelsheimer, MBA, CFP®, co-founders of Sorelle Wealth Partners, a fee-only fiduciary wealth management firm serving women and families navigating divorce, widowhood, retirement, and other major life transitions, with offices in Boca Raton, FL and St. Louis, MO. Learn more at sorellewealthpartners.com.

#WomenAndMoney #LifeTransitions #HerWealthUnscripted

Most women never connect the dots between wanting everyone to be happy and feeling stuck in their financial lives. But they're more connected than you might think.

Have you ever told yourself you're just "not good with money" — even though you're smart, capable, and killing it in every other area of your life? Have you felt a knot in your stomach at the thought of taking the lead on a financial decision, worried about what it might mean for the people around you? Do you spend more energy managing other people's comfort than building your own future?

In this episode, Susan and Sara sit down with licensed psychotherapist Anna Holtzman to follow the thread from people pleasing all the way to your bottom line. Anna spent 15 years editing reality TV under relentless pressure — until her body finally forced her to stop. That turning point led her to the work she does now: helping high-achieving women untangle the patterns that keep them playing small.

In this episode, we cover:

• The physical price of high performance: When you operate under constant pressure without relief, your body starts sending signals — migraines, anxiety, emotional dysregulation — that something has to change.
• Why successful women still get caught in people-pleasing: Even accomplished leaders fall into patterns of rule-following and keeping others comfortable, often at a significant cost to themselves.
• The financial fallback of "I'm not good with numbers": This isn't about intelligence — it's a subconscious way of stepping back from financial decisions that feel like they might create conflict or cost you connection.
• Safety first, strategy second: Anna's insight that feeling relationally and nervous-system safe is 80% of the battle when it comes to finally taking ownership of your money.
• Three tools for getting out of fight-or-flight: Co-regulation, graded exposure, and dialoging with fear — Anna's practical framework for building capacity without overwhelming yourself.
• The Melt Through Method: A daily journaling practice designed to calm your internal fear state so you can make decisions from clarity instead of anxiety.

The "not good with money" story is almost never the truth. More often, it's a protective layer over something much more personal — and much more fixable.

0:00 - Welcome & introducing Anna Holtzman 

2:02 - Anna's story: from reality TV to therapy 

7:20 - Why high-achieving women still people-please 

12:28 - People pleasing & the rise of gray divorce 

14:38 - What keeps women stuck: the fear of losing connection 

17:22 - How people pleasing shows up in financial life 1

20:03 - "I'm not good with money" as a protective story 

26:33 - Three tools to regulate your nervous system 

28:04 - The Melt Through Method: journaling with your fear 

32:23 - First steps + Anna's free course for listeners 

👋 If this episode resonated, we'd love to hear about it — leave a comment, subscribe, and share with a woman who needs this conversation. 

📖 More resources and reflection on the Sorelle Journal: https://www.sorellewealthpartners.com/blog

Connect with Anna Holtzman: Visit https://www.annaholtzmantherapy.com/hwu for her free course on the Melt Through Method, listen to her podcast How to Trust Yourself, or find her on Instagram @anna_holtzman.

Her Wealth: Unscripted is hosted by Susan Jones, JD, CFP®, CDFA® and Sara Gelsheimer, MBA, CFP®, co-founders of Sorelle Wealth Partners, a fee-only fiduciary wealth management firm serving women and families navigating divorce, widowhood, retirement, and other major life transitions, with offices in Boca Raton, FL and St. Louis, MO. Learn more at sorellewealthpartners.com.

#WomenAndMoney #PeoplePleasing #HerWealthUnscripted

Financial mistakes happen to everyone — even Certified Financial Planners. In this candid quick-hit episode of Her Wealth: Unscripted, fee-only fiduciary advisors Susan Jones and Sara Gelsheimer pull back the curtain on their own financial lives and the money lessons they’ve learned the hard way.

Have you ever wondered: Am I saving too much and enjoying life too little? Why do I feel guilty spending money I’ve earned? How do I get more involved in my family’s finances when I feel like I don’t know enough? This episode is for you.

We believe financial decisions are most powerful when they’re made with intention and grounded in what matters most to you — and that starts with giving yourself grace. By getting honest about our own hurdles, we hope to create a shame-free zone for women to examine their own financial journeys.

In this episode, we cover:

• The “chronic saver” trap — why a scarcity mindset can hold you back from enjoying your money, even when your retirement plan is solid
• The emotional side of money — how subconscious feelings about finances drive our decisions more than spreadsheets do
• Spending guilt — why it’s easier to give clients permission to spend than to give it to ourselves
• The confidence gap — the silent mistake of assuming you “don’t know enough” to be involved in your own financial life, and why handing over 100% of financial control creates avoidable problems later
• Transitioning from saving to spending — what it really takes to shift from the working years into retirement with confidence
• The moral of the story? Financial mistakes are almost always repairable. It’s more than just the numbers — it’s the life they make possible.

Chapters:

0:00 - Why we’re sharing our own money mistakes 

1:09 - Susan’s uninvested cash mistake 

2:45 - Sara’s chronic saver confession 

11:04 - Purchases we completely regret 

16:30 - The “it’s just money” moment 

17:50 - The confidence gap holding women back 

18:30 - How mistakes make us better advisors 

👋 If this conversation resonated, like the video, share your thoughts in the comments, and subscribe for more real conversations about women and wealth.

📖 Read the full transcript and companion article on the Sorelle Journal: https://www.sorellewealthpartners.com/blog

Her Wealth: Unscripted is hosted by Susan Jones, JD, CFP®, CDFA® and Sara Gelsheimer, MBA, CFP®, co-founders of Sorelle Wealth Partners, a fee-only fiduciary wealth management firm serving women and families navigating divorce, widowhood, retirement, and other major life transitions, with offices in Boca Raton, FL and St. Louis, MO. Learn more at [sorellewealth.com].

#HerWealthUnscripted #MoneyMindset #WomenAndWealth

Welcome to Her Wealth: Unscripted, where we believe financial decisions are most powerful when they are grounded in what matters most to you. In this episode, hosts Susan Jones and Sara Gelsheimer are joined by Elisabeth Nyang-Coleman—a licensed speech-language pathologist, executive coach, and founder of Lead Her Dynamics.

Elizabeth draws from over two decades of experience to discuss the "survival mode" many successful women experience during major life transitions. From burnout and career pivots to the emotional and financial pressures of caregiving, we explore how to recognize these patterns and begin building a life that feels sustainable and financially grounded.

In this episode, you’ll learn:

• What Survival Mode Actually Looks Like: Why successful, dependable women often feel "on edge" and trapped by decision fatigue despite appearing to have it all together.
• The "Juggling Balls" Metaphor: How high-achieving women go from managing three responsibilities to ten, fearing that everything will fall apart if they slow down.
• The Gender and Childhood Connection: How being the "eldest daughter" or the reliable family member leads to internalized pressure to put others' needs first.
• Financial Repercussions of Caregiving: The impact of the "sandwich generation" on retirement savings and why generosity shouldn't come at the cost of your own future.
• Practical Strategies for Relief: Why saying "no," asking for help, and outsourcing tasks like grocery delivery or cleaning are essential for nervous system regulation.
• Using Money as a Tool: How to use your finances to "buy back" time and support your need for rest and alignment.

Her Wealth: Unscripted is dedicated to helping women feel more intentional and less overwhelmed. Because it’s more than numbers; it’s the life they make possible.

✨ Ready to move from survival to alignment?

• Visit Sorelle Wealth Partners: https://www.sorellewealthpartners.com
• Connect with Elisabeth Nyang-Coleman: Find her at LeadHerDynamics.com

If you’re ready to build a life that is both successful and sustainable, our team is here to guide you with clarity and partnership.

#SurvivalMode #BurnoutRecovery #WomenAndMoney #FinancialResilience #SorelleWealthPartners #HerWealthUnscripted #LeadHerDynamics #SelfCareForWomen

Welcome to a special "book club" edition of Her Wealth Unscripted! In this episode, Susan Jones and Sara Gelsheimer break format to dissect a book that they haven’t been able to stop thinking about: Strangers: A Memoir of a Marriage by Belle Burden.

On paper, Belle Burden had all the tools to navigate her financial life perfectly. She was a Harvard Law graduate, a high-powered New York attorney, and a beneficiary of generational family wealth. Yet, after 20 years of marriage, three children, and stepping back from her career to support her husband’s corporate climb, she was completely blindsided when he abruptly walked out—leaving behind a complex web of financial inequality and a heavily altered prenuptial agreement.

Susan and Sara map out the major financial "red flags" and pivotal moments in Belle’s story, sharing the hard-hitting advice they give to their clients to prevent these situations from happening in real life.

Key Takeaways From This Episode:

• The Prenup Trap: Why having any prenuptial agreement isn't always better than no prenup, and the danger of signing last-minute changes under pressure.
• The Invisible Opportunity Cost: The long-term financial impacts women face when stepping away from the workforce—from paused career advancement to reduced Social Security and retirement compounding.
• The Commingling Mistake: A painful look at how taking a major distribution from a protected family trust to purchase a joint primary residence permanently alters separate property rights.
• Financial Transparency is Table Stakes: The critical importance of maintaining full visibility into household income, account balances, and bonuses, even in the healthiest partnerships.
• The "If I Die" Binder: Practical strategies for creating a centralized financial road map so both partners are equipped to handle day-to-day and long-term finances in a crisis.

“Because it's more than numbers, it's the life they make possible.” 

#HerWealthUnscripted #Prenup #FinancialIndependence #DivorceSmart #WomenAndWealth #AssetProtection #MarriageAndMoney #SmartInvesting

For many high-achieving women, professional success is often measured by titles, prestige, and a high-level paycheck. But what happens when that "prestige" costs more in mental health, family time, and personal energy than it provides in satisfaction? In this episode of Her Wealth: Unscripted, Susan Jones and Sara Gelsheimer sit down with Shanna Weber, founder and CEO of Prima Consulting, to discuss her bold transition from a Managing Director at an $8 trillion firm to a leadership and strategic coach.

We explore the specific pressures facing Gen X women—the "latchkey kids" raised to equate stuff with success—and the deep identity shift required to walk away from a corporate brand. Shanna shares how she navigated the "itchy" brand change of starting over and how she now helps others find a career that energizes rather than drains them. This episode is a roadmap for any woman looking to pivot toward a life of clarity, confidence, and purpose.

You’ll learn:

• The "Decimal Point" Moment: How realizing your work lacks personal impact can lead to a powerful career reckoning.
• The Gen X Success Trap: Why our generation was taught to "sell our souls" for status symbols and how to break that cycle.
• Redefining Your Currency: Shifting the focus from a dollar amount to a "holistic picture" that includes health, sleep, and time with family.
• The Identity Shift: Managing the discomfort of no longer being "the industry expert" and building a new brand from scratch.
• CliftonStrengths for Transitions: Using your natural talents to identify why your current job is "sucking the life" out of you.
• Stairs vs. Cliffs: Why you don’t have to jump off a ledge to make a change—practical ways to take "baby steps" toward a new path.
• Financial Flexibility: Realizing that the "number" needed to step away is often much lower than you think when you adjust your lifestyle.

If you are looking to advance your career or navigate a professional transition, you can connect with Shanna Weber here. 

Chapters:

00:00 – Introduction

02:00 – Humble beginnings and the 23-year climb to Managing Director.

04:30 – The financial and personal cost of the "prestigious" paycheck.

05:14 – The week that changed everything: Layoffs and realizing a lack of impact.

07:43 – The Brand Pivot: Moving from an industry expert to "starting over".

14:36 – Gen X Research: The "Latchkey" generation and our unique relationship with work.

17:16 – Status Symbols: Why we chase the Porsche and the second house.

21:57 – Midlife Evaluation: Deciding what the next 40 years of your life should look like.

27:45 – Strengths and Energy: Using CliftonStrengths to find the right alignment.

32:57 – Holistic Wealth: Trading dollar signs for better health and family memories.

36:42 – How to connect with Shanna and Prima Consulting.