The Retirement Wisdom Podcast

Money & Emotions – Mikelann Valterra


Listen Later

How do your emotions affect your relationship with money? My guest is Mikelann Valterra, who is is a money coach. We discuss what a money coach does and how it's different from - and complementary to - what a financial advisor and financial planner does. Planning for retirement requires wise choices and as Mikelann notes "You can do anything. But you can’t do everything.” Are your beliefs about money helping you make smart choices or getting in your way?

Mikelann Valterra joins us from Seattle.

__________________________
Bio
Mikelann is a money coach, writer, speaker and leader in the field of personal finance.  She has been in private practice over 20 years, working with private individuals on how to manage cash flow in an easier way, while also uncovering and addressing their own unique financial psychology. Her clients experience less stress, less debt, and more savings and clarity about the future. In addition to her private practice, she is a sought after speaker who fuses the fields of psychology, spirituality, brain science and personal finance to deliver riveting seminars that transform a person’s relationship to money in a lasting way. Her passion is to help professionals escape the money fog, feel more in control of their finances and create a life they love. She believes everyone can truly heal their relationship to money.

She is the author of Why Women Earn Less: How to make what you’re really worth, as well as multiple workbooks and audios on personal finance. Her blog goes back almost twenty years. Mikelann is quoted in numerous published books and has appeared on dozens of radio shows, television spots and in newspapers across the United States. She has also written for Forbes and credit.com.

Mikelann possesses a deep understanding of people’s pain and frustration around money. She has a bachelors in economics, a masters in psychology, and is also an accredited financial counselor (AFC®). She possesses more than two decades of helping people experience greater financial control and success. She knows it really is possible to heal your relationship to money and leave financial anxiety behind, forever. She is based in Seattle, Washington.

___________________________

For More on Mikelann Valterra

Website

Free e-book: How to Stop Stressing About Money & Create a Life You Love

___________________________

Podcast Episodes You May Like

The Emotional Side of Retiring – Kate Schroeder

The Key Decisions for Retirement Success – Wade Pfau

Lifestyle and Financial Decisions As We Age – Marjorie Fox, JD, CFP®

Retirement Planning Considerations for Women – Russ Thornton

___________________________

Win The Retirement Game

What Readers Are Saying:

“Definitely the best book I’ve read on the non-financial aspects of retirement.”

“Win The Retirement Game is well written, easy to read, and hard to put down. I highly recommend this book not just to those about to be or recently retired, but to anyone anticipating or experiencing a life transition.”

“This is a great gift for anyone anticipating retirement years or already in the thick of it.”

“…the book is amazingly readable, and chock full of insights.”

Amazon    Barnes & Noble    Bookshop.org

____________________________

Wise Quotes

Money & Emotions

"It's a huge question leading up to retirement, right? Do we have enough money? Can we retire? It's a big, big conversation. But what do we call post- retirement? There's so many ways that people go work-optional nowadays, it's not as black and white as it used to be. But money is so emotional,
...more
View all episodesView all episodes
Download on the App Store

The Retirement Wisdom PodcastBy Retirement Wisdom

  • 4.6
  • 4.6
  • 4.6
  • 4.6
  • 4.6

4.6

175 ratings


More shows like The Retirement Wisdom Podcast

View all
Jill on Money with Jill Schlesinger by Audacy

Jill on Money with Jill Schlesinger

1,953 Listeners

Sound Retirement Radio by Jason Parker

Sound Retirement Radio

449 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

814 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,315 Listeners

Retire Sooner with Wes Moss by Wes Moss

Retire Sooner with Wes Moss

454 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

543 Listeners

HerMoney with Jean Chatzky by Jean Chatzky Her Money

HerMoney with Jean Chatzky

1,480 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

752 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

557 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

697 Listeners

Earn & Invest by Jordan Grumet (Doc G)

Earn & Invest

452 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

829 Listeners

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) by Ari Taublieb, CFP®, MBA

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

599 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

1,061 Listeners

Catching Up to FI by Bill Yount & Jackie Cummings Koski

Catching Up to FI

356 Listeners