What if the money you’re sending to the IRS could actually fund your retirement?

In this episode, Dawn Dahlby—Certified Financial Planner and CEO of Relevé Financial Group—reveals how she and her husband turned $88,000 in taxes into a million-dollar retirement plan using a strategy called entity stacking. If you’re a business owner, consultant, or high-income earner, this episode could save you six figures and change your financial future.

🔗 Ready to see if this strategy works for you?

Take the free financial assessment: https://relevefinancialgroup.com/complimentary-financial-assessment/

📲 Subscribe for more wealth-building tips that align your money with your values.

🔗 Get a FREE Financial Assessment review here: https://relevefinancialgroup.com/complimentary-financial-assessment/Avoid the #1 mistake that costs entrepreneurs and small business owners up to half of their hard-earned wealth — not having a solid estate and legacy plan. In this episode, Dawn Dahlby, CFP® and Behavioral Financial Advisor, breaks down why estate planning isn’t just for the ultra-wealthy — it’s a must if you want to protect your business, your values, and your family from unnecessary taxes, confusion, and stress. ✅ Learn the difference between estate planning and legacy planning✅ Discover how to actually fund your trust and protect your assets✅ Hear personal stories and practical advice from Dawn’s own experience✅ Understand what documents you need and why your heirs must know your plan 👉 If you’re a business owner who’s built wealth and wants to keep it in the right hands — this episode is for you.

In this episode of The Live WELLthy™ Podcast, Dawn dives into the second phase of her signature framework: Earn It. Whether you’re a high-level executive, small business owner, or ambitious side hustler, this episode will show you how to increase your income by working in your strengths, explore new income opportunities, and get crystal clear on spending with intention.

Dawn shares practical strategies for:

  •  Advancing your career or pivoting industries

  •  Turning your strengths into scalable income

  •  Cutting unnecessary personal and business expenses

  •  Reframing spending to support your core values

If you’re ready to stop leaving money on the table and start making smarter financial decisions, this episode is your roadmap to earning with purpose—and living WELLthy™.

👉 Call to Action: Revisit the Own It episode if you missed it, and stay tuned for the final part of the series: Grow It. Let’s build your wealth from the inside out.

Free Core Values Exercise https://www.buildwealthandworth.com/corevaluesexperience

You’re not broke—you’re misaligned.
In this episode, I break down the Own It phase of my Own it, Earn it, Grow it framework and show you how to stop chasing wealth that doesn’t fulfill you.
If your money isn’t aligned with your core values, you’ll always feel like something’s missing—no matter how much you earn. I’ll walk you through identifying what truly matters, spotting misalignment in how you spend your time and money, and how to take control of your financial future starting today.

This is how you create real, lasting wealth.

What does it really mean to be wealthy? In this raw and powerful episode, Dawn sits down with Corree Roofener—entrepreneur, foster mom of six, and financial coach—who shares her incredible journey from scarcity to strength. Through tragedy, bankruptcy, and breakthrough, Corree discovered how to align her money with her mission and build a life filled with purpose, adventure, and family.

👇 Connect with Corree:
CRFinancialFoundations.com
https://www.instagram.com/correeroofenercoach/
https://www.facebook.com/corree.roofener
https://www.linkedin.com/in/corree-roofener-bee-the-light-you-wish-to-see-in-the-world-45717743/

🔗 Ready to grow your wealth? Fill out our financial assessment here: https://bit.ly/BONUSFinancialAssessment
Tired of feeling like you’re always chasing more money but never feeling secure? In this episode, Dawn reveals how to discover your enough number and stop the endless cycle of financial stress. Learn the six key pillars of comprehensive financial planning that will empower you to live with confidence today while securing your tomorrow.

🔗 Ready to grow your wealth? Fill out our financial assessment here: https://bit.ly/BONUSFinancialAssessment
Are you unknowingly leaving thousands—or even hundreds of thousands—on the table?

In this episode of The Live WELLthy™ Podcast, Dawn Dahlby, Certified Financial Planner and Behavioral Financial Advisor, reveals the top 5 missed opportunities that could be silently draining your wealth. Just because you have a financial advisor doesn’t mean you’re getting comprehensive advice.

Dawn breaks down the hidden gaps in most financial plans, from overlooked tax strategies and estate planning blunders to misunderstood investment risks that could be costing you big.

In This Episode, You’ll Learn:
• The critical tax strategies that can save you thousands annually
• Why beneficiary planning mistakes could jeopardize your legacy
• The importance of tax-efficient investments to maximize real returns
• How to manage and adjust your investment risk properly
• The real cost of not having a holistic financial plan

If your current advisor isn’t talking about these key strategies, it might be time for a second opinion!

Ready to grow your wealth? Fill out our financial assessment here: https://bit.ly/BONUSFinancialAssessment

Start your CORE Values here: https://www.buildwealthandworth.com/corevaluesexperience

Unlock the secret to financial freedom by aligning your income with your strengths and your spending with your values. In this episode, Dawn Dahlby shares actionable insights to help you grow your wealth while living a life that reflects what matters most to you.

🔗 Ready to grow your wealth? Fill out our financial assessment here: https://bit.ly/BONUSFinancialAssessment

How much is enough to live the life you truly want? In this episode, Dawn Dahlby uncovers the philosophy of Living WELLthy™, redefining wealth beyond numbers and financial goals. Discover how setting financial standards and aligning them with your values can lead to lasting fulfillment and freedom.