Join Plan Goal Plan Your Year!

In this episode, I sit down with Chandra Ritter, a financial advisor with Edward Jones, who specializes in empowering women to achieve their financial goals. Chandra shares her journey into financial advising and her passion for supporting women, especially through life transitions like divorce, widowhood, or major career changes.

We discuss the unique financial challenges women face, including societal norms, longevity, and the gender income gap, as well as the rising interest in generational wealth. Chandra offers actionable advice on estate planning, organizing accounts, and setting up essential documents like wills and powers of attorney. She emphasizes starting with a clear understanding of your financial goals, whether it’s charitable giving, investing, or ensuring long-term security.

If you're looking to solidify your financial foundation or begin your journey towards financial independence, this conversation is full of valuable insights for building a confident financial future.

Connect with Chandra: 

Chandra on LinkedIn

Chandra on Facebook

Chandra at Edward Jones

Connect with Danielle: 

Join Plan Goal Plan Your Year!

Email: [email protected]

Join the Plan Goal Plan Facebook: https://www.facebook.com/groups/727411369068279

Website: https://www.plangoalplan.com/

Be bold, be balanced, and most of all, be well. See you next time!

Join Plan Goal Plan Your Year!

Have you ever wondered how planning and goal-setting could truly change your life? In this episode, I’m sharing five powerful ways intentional planning has transformed mine. From making my days more delightful and my decisions simpler to deepening my relationships and aligning my work with my values, planning has helped me do less while feeling more fulfilled. I’ll also explore how these practices have strengthened my sense of self and helped me manage anxiety.

3 Key Takeaways:

Intentional Planning Creates Space for Delight: Planning isn’t just about getting things done—it’s about making room for joy, spontaneity, and personal growth. By setting goals that include fun and meaningful experiences, you can create a life that feels fulfilling and delightful.

Planning Simplifies Decisions and Reduces Stress: Regularly connecting with your values and priorities through planning helps you make thoughtful decisions more quickly. This reduces overwhelm and allows you to focus on what truly matters, whether it’s at work or at home.

Holistic Goal-Setting Deepens Self-Awareness: Through reflection and goal alignment, planning fosters a stronger sense of self. You’ll learn to navigate life with confidence, choosing paths that honor your needs and values while building richer relationships and a more balanced life.

Connect with Danielle: 

Email: [email protected]

Join Plan Goal Plan Your Year!

Join the Plan Goal Plan Facebook: https://www.facebook.com/groups/727411369068279

Website: https://www.plangoalplan.com/

Be bold, be balanced, and most of all, be well. See you next time!

In this episode, I share a fresh perspective on goal-setting by exploring the concept of giving goals. Unlike traditional goals that focus on personal achievements, giving goals center on kindness, service, and generosity. Inspired by a conversation with my husband during our annual goal-setting tradition, we discuss how to prioritize selflessness and create a positive impact in our communities, families, and workplaces.

Discover practical ways to incorporate giving goals into every life domain—whether it's contributing to a loved one’s health, supporting your kids’ growth, or rallying for a cause you’re passionate about, like my husband’s inspiring backpack project. If typical goals leave you feeling stuck or selfish, this episode will energize you to dream big about offering your time, resources, and support to benefit others.

Tune in for actionable ideas, heartwarming inspiration, and a unique approach to making the upcoming year more meaningful through giving.

Interested in other unique ways of thinking about goals? Join the Plan Goal Plan Your Year Waitlist. When you join, you will also receive the EmpowerMAP assessment, a tool to help you identify strength and growth areas, foster balance, and set holistic goals.

Connect with Danielle: 

Email: [email protected]

Join the Plan Goal Plan Facebook: https://www.facebook.com/groups/727411369068279

Website: https://www.plangoalplan.com/

Be bold, be balanced, and most of all, be well. See you next time!

Join the Plan Goal Plan Your Year Waitlist and get a free EmpowerMAP assessment, a tool to help you identify strength and growth areas, foster balance, and set holistic goals. Plan Goal Plan Your Year will be available for purchase early December 2024. 

Feeling overwhelmed or stuck in a cycle of planning without action? Today, I’m sharing my personal process to Plan Goal Plan my year—rooted in clarity, vision, and actionable steps. With the colder weather and the end of the year approaching, it's the perfect time to reflect, dream, and plan while sipping hot cocoa. I’ll guide you through building a compassionate yet ambitious framework for 2025, setting meaningful goals, and turning them into action plans.

I also introduce my new course, Plan Goal Plan Your Year, a resource designed to help you craft a year that aligns with your values and vision. Even if you don’t join, you’ll leave with tools to create a plan that’s flexible, supportive, and achievable. Ready to enter 2025 with focus and purpose? Let’s do this!

Connect with Danielle: 

Email: [email protected]

Join the Plan Goal Plan Facebook: https://www.facebook.com/groups/727411369068279

Website: https://www.plangoalplan.com/

Be bold, be balanced, and most of all, be well. See you next time!

Join the waitlist for Plan Goal Plan Your Year!

In this episode, I sit down with Lauren Mora to dive deep into the real side of holiday planning—no perfection required! We laugh about the quirks of family gatherings, gift-wrapping “failures,” and the pressure to be the “fun mom” during the holiday chaos. From dealing with early gift requests from in-laws to the challenges of managing multiple celebrations (plus a few Elf on the Shelf survival tips!), we cover it all. We also chat about the holiday planning guide Lauren created, designed to help busy moms navigate budgeting, scheduling, and making time for self-care. This guide has been a game-changer for me, making holiday prep less stressful and way more organized. If you’re looking to simplify your season, set family-friendly traditions, or find joy in the holiday hustle, tune in! Lauren’s tips will help you stay grounded and actually enjoy the magic of this time of year!

Join the waitlist for Plan Goal Plan Your Year!

Connect with Lauren:

Website: https://www.plangoalplan.com/

Be bold, be balanced, and most of all, be well. See you next time!

Join the waitlist for Plan Goal Plan Your Year!

In today’s episode, I delve into why so many of us—especially women—experience heightened stress during the holiday season. I talk about cognitive overload, the mental strain that occurs when we’re overwhelmed by tasks, decisions, and responsibilities, which often leads to fatigue and burnout. We cover the power of boundaries, how setting non-negotiables and releasing nonessential commitments can protect our mental energy. I also encourage you to try pre-planning responses to common requests and practice “micro-boundaries,” like finding quiet moments in gatherings to recharge. Finally, I emphasize the importance of self-compassion; the holidays don’t need to be perfect to be meaningful. Instead, focus on moments of joy, and allow space for imperfections. With a bit of planning, boundaries, and self-compassion, you can reduce stress, stay present, and truly enjoy what matters most this holiday season. Here’s to a magical, balanced, and less overwhelming holiday.

Join the waitlist for Plan Goal Plan Your Year!

Connect with Danielle: 

Email: [email protected]

Join the Plan Goal Plan Facebook: https://www.facebook.com/groups/727411369068279

Website: https://www.plangoalplan.com/

Be bold, be balanced, and most of all, be well. See you next time!

In this episode, I’m thrilled to welcome Marc Fussell, founder of the nonprofit Take Two Minutes, to explore how positive psychology and gratitude practices can enhance mental wellness. Marc shares the inspiring story behind his platform, created to support people of all ages through practical tools like meditations, gratitude journaling, and anxiety relief exercises. We discuss the science of positive psychology, including how practices like “Three Good Things” and gratitude journaling can rewire the brain to improve overall happiness and reduce stress. Marc offers insights into creating meaningful, lasting changes in mindset—without falling into the trap of toxic positivity. He also highlights the power of small, consistent habits to bring calm, resilience, and positivity into daily life. If you’re ready to make positivity a core part of your journey, this conversation provides actionable steps and inspiration to get started.

Connect with Marc:

Website: http://www.take2minutes.org LinkedIn: https://www.linkedin.com/in/marcfussell/ Facebook: https://www.facebook.com/take2min/ Instagram: https://www.instagram.com/take2min/ YouTube: https://www.youtube.com/@take2min

Connect with Danielle: 

Join the waitlist for Plan Goal Plan Your Year! 

Email: [email protected]

Join the Plan Goal Plan Facebook: https://www.facebook.com/groups/727411369068279

Website: https://www.plangoalplan.com/

Be bold, be balanced, and most of all, be well. See you next time!

Join the waitlist for Plan Goal Plan Your Year!

In this episode, I’m diving into one of the most powerful practices I do each year: reconnecting with my core values to see where I'm truly living them—and where there may be gaps. I’m sharing my personal process of aligning values with daily practices, from how I run my business and engage with clients to how I communicate on social media. Values like growth, curiosity, transparency, empowerment, research, and play guide everything I do with Plan Goal Plan, and I’ll walk you through how each of these values shapes my work. This episode is all about practical steps for checking in with your own values, finding any misalignment, and bridging that gap in a compassionate way. By the end, I hope you’ll feel empowered to infuse your values into your daily life, making every action a step toward your most meaningful goals.

Join the waitlist for Plan Goal Plan Your Year!

Connect with Danielle: 

Email: [email protected]

Join the Plan Goal Plan Facebook: https://www.facebook.com/groups/727411369068279

Website: https://www.plangoalplan.com/

Be bold, be balanced, and most of all, be well. See you next time!

Join the waitlist for Plan Goal Plan Your Year!

In this episode, we dive deep into the idea of life domains—those different areas of life we each want to nurture for a balanced, fulfilled existence. I’m thrilled to welcome Jacob Karnes, founder of Wave Business Coaching, who brings a fresh perspective on creating a healthy relationship with work and why that matters so much for achieving balance in other areas.

Jacob shares his journey from his early years at Chick-fil-A to his current role as a coach and author of Master Your First Job. He’s all about making work a place where you can truly thrive, and he has such smart, actionable insights on bringing curiosity, setting meaningful goals, and building a sense of purpose into your career. We also explore Donald Miller’s "Hero on a Mission" framework, helping you see yourself as the hero in your own story.

If you’re ready to rethink your approach to work and life in 2025, this conversation is packed with inspiration. Let’s do this!

Connect with Jacob: 

https://www.linkedin.com/in/jacobkarnes/

MasterYourFirstJob.com

WavesBusinessCoaching.com

Check out my mini course, Hit Reset: Journaling Your Way to Clarity & Connection ! 

Connect with Danielle: 

Email: [email protected]

Join the Plan Goal Plan Facebook: https://www.facebook.com/groups/727411369068279

Website: https://www.plangoalplan.com/

Be bold, be balanced, and most of all, be well. See you next time!

Join the waitlist for Plan Goal Plan Your Year! 

In this episode, we're tackling the holiday season head-on. Did you know that 44% of women report feeling more stress during the holidays? We’re here to change that. Join me as I walk you through my VISION framework for setting intentional holiday goals, managing busy schedules, and savoring the season. We’ll start by identifying what truly matters to you and your family, so your holiday plans are rooted in joy and simplicity.

Together, we’ll explore ways to create meaningful holiday magic through mindfulness and savoring small moments—think cozy cocoa, twinkling lights, and time together. We'll also learn how to release pressures for perfection, embracing more presence and connection with loved ones. And if mom guilt creeps in? We’ll look at ways to understand it, let it go, and focus on what really counts. Let’s create a holiday season filled with joy, not stress. Let’s do this!

Connect with Danielle: 

Freebie: https://boldbalancedwomen.com/

Email: [email protected]

Join the Plan Goal Plan Facebook: https://www.facebook.com/groups/727411369068279

Website: https://www.plangoalplan.com/

Be bold, be balanced, and most of all, be well. See you next time!