In this conversation, Marie Lovett and Kelsey Burke of Apricity Financial Planning have a deeply vulnerable chat about legacy and estate planning. They explore the emotional aspects of naming guardians for children and the essential estate planning documents families need.

A central theme of their discussion is that leaving a legacy extends far beyond money—it encompasses the values we pass down, the memories we create, the lessons we teach, and the impact we make on others' lives. Kelsey shares practical steps for starting the estate planning process while emphasizing the importance of having tough conversations about what truly matters: not just financial security, but the intangible gifts of wisdom, love, and family traditions that shape future generations.

This honest conversation encourages listeners to think holistically about the meaningful legacy they want to leave behind.

Connect with Kelsey Burke on Facebook and Follow Apricity Financial Planning

Connect with Marie on LinkedIn

Forget the overly ambitious New Year's resolutions that fizzle out by February. In this final episode of Money with Marie for 2025, we're flipping the script on how you approach financial success in the year ahead.

Perfect for: Anyone who's tired of broken money resolutions and ready to take a smarter, more sustainable approach to their finances in 2026.

• Connect with Marie - IG ⁠⁠⁠@moneywithmariepod⁠⁠⁠ or on ⁠⁠⁠LinkedIn⁠⁠

• Submit your money questions to Marie at [email protected]

• ⁠Open a High Yield Savings Account at Ally and start earning $$$ on your savings!

In this episode of "Money with Marie," host Marie Lovett shares three small yet impactful actions that can help you cast votes for the type of person you aspire to be in your financial life. These simple steps are designed for women ready to take control of their finances and create a future that aligns with their values and goals.

Personal Finance Podcasts:

1. HerMoney
2. DIY Money
3. WSJ Your Daily Briefing
4. So Money with Farnoosh Torabi
5. How to Money
6. NPR Life Kit: Money

Personal Finance Books:

1. The Psychology of Money - Morgan Housel
2. The One Page Financial Plan - Carl Richards
3. Atomic Habits - James Clear

Personal Finance Email Newsletters:

1. Fidelity Smart Money
2. How To Money
3. Morning Brew

• Connect with Marie - IG ⁠⁠⁠@moneywithmariepod⁠⁠⁠ or on ⁠⁠⁠LinkedIn⁠⁠

• Submit your money questions to Marie at [email protected]

• ⁠Open a high yield savings account at Ally ⁠and earn $$$ on your savings!

This episode features a real-life question from a long-time friend facing a "too good to be true" dilemma. After selling their home, they're wondering if putting $75,000 into a high-yield savings account earning 4% would generate $18,000 in just six months - enough interest to pay off their high-interest auto loan while keeping their principal $75,000 to use for other needs.

Spoiler alert: the math doesn't work that way.

Marie uses this question to walk you through exactly how high-yield savings accounts actually work - no jargon, just straight talk. You'll learn what HYSAs are great for (emergency funds and short-term savings), what they're NOT for (investing or avoiding debt payoff), and how to easily calculate interest using free online tools.

She also breaks down why rate-chasing is a waste of time, shows you the real dollar difference between competing rates (hint: it's smaller than you think), and shares her personal favorite HYSA that she's stuck with for years.

Perfect for: Anyone wondering if their savings could be working harder, or anyone who's ever thought a financial opportunity sounded too good to be true.

• Connect with Marie - IG ⁠⁠⁠@moneywithmariepod⁠⁠⁠ or on ⁠⁠⁠LinkedIn⁠⁠

• Submit your money questions to Marie at [email protected]

• ⁠Open a high yield savings account at Ally ⁠and earn $$$ on your savings!

• ⁠High Yield Savings Account Interest Calculator

In this inaugural episode of Money with Marie, host Marie Lovett, a CERTIFIED FINANCIAL PLANNER™, sits down with Erin Reece, a financial therapist and CEO of Bear Financial Solutions. They discuss the importance of financial education for moms, the impact of generational financial trauma, and how childhood experiences shape adult financial behaviors. Erin shares her journey in finance, the challenges of corporate environments, and the significance of creating safe spaces for financial conversations. The episode emphasizes the need for awareness of unconscious financial patterns and the importance of taking control of one's financial journey through intentional habits and understanding personal money scripts.

Takeaways

• Money decisions infiltrate every area of our lives.
• Creating a safe space is essential for financial conversations.
• Generational financial trauma can shape our beliefs and behaviors.
• Childhood experiences significantly impact adult financial habits.
• It's important to identify and understand your money script.
• Financial literacy can improve quality of life.
• Engaging your senses can help create a comfortable financial space.
• Breaking unconscious financial patterns takes effort and intention.
• You are the one responsible for your financial outcomes.
• Celebrating small wins is crucial for personal growth.

• Connect with Erin - IG @erinthemoneytherapist or visit her website at www.bearfinancialsolutions.com

• Connect with Marie - IG ⁠@moneywithmariepod⁠ or on ⁠LinkedIn
• Take the Dr. Brad Klontz Money Script Test here.

• Read James Clear's Atomic Habits!

Ever wonder why your financial goals feel impossible to reach, despite your best intentions? The answer might be simpler than you think: you cannot change what you are not aware of.

In this eye-opening episode, we explore how most people exist in a "financial awareness gap", operating on autopilot with their money, driven by invisible patterns and assumptions they've never examined.

We dive deep into why awareness is the prerequisite for any meaningful financial transformation, and how this principle applies across all areas of personal growth.

Key Topics We Cover:

• Why your cash flow is the backbone of your finances and drives everything else
• How to use technology (like Monarch Money) to make invisible spending patterns visible
• The "moment of truth" when you first see your real spending data
• Moving from financial assumptions to financial facts
• Redirecting money flow toward what truly matters to you
• The difference between deprivation and alignment in money management

Special Offers:

• Complimentary 30-minute financial clarity call (follow me on LinkedIn and send me a message to claim!)
• Exclusive 50% off Monarch Money (save $50 on your first year)

Coming Up:

We're previewing future episodes including our deep dive into creating sustainable money habits with "money dates" (featuring insights from James Clear's Atomic Habits), plus a transformative conversation with a special guest about generational financial trauma and healing your relationship with money.

Ready to stop guessing and start seeing what your money is really doing? This episode will show you exactly where to begin.

In this short intro episode, I’m sharing the story behind the name of this podcast (inspired by my son!), what you can expect from future episodes, and why I believe taking control of your money doesn’t have to be overwhelming or filled with shame. I’ll also tell you a bit about who I am - a Certified Financial Planner®, financial coach, and mom of two - and give you a sneak peek at our first full-length episode coming in June, where we’ll talk all about building awareness around your money and why that’s the first step toward real financial confidence.