Ever wondered how to align wealth with your core values—and even manifest the life you’re meant to live? 

Welcome back to ep116 of Inspired To Invest. To watch rather than listen, click here.

In this inspiring episode, I sit down with Tracey Lundell—Senior Investment Advisor and founder of Sea Glass Wealth—to unpack Master Planifesting, the powerful sweet spot where strategic financial planning meets manifestation and meaningful visioning.

Tracey shares:

• The real magic behind Master Planifesting: blending traditional wealth management with intentional mindset shifts for lasting abundance.
• Easy, powerful Visoneering exercises (think value-mapping with cards) to locate your purpose-driven financial path.
• How childhood money stories can secretly shape your adult investing mindset—and how to rewrite that script.
• Why women, especially, often get stuck around money—and actionable mindset tools to shift into empowered abundance.

Expect heart-centered strategies, empowering clarity, and next-level investment purpose. If you're ready to stop playing small with your wealth—and truly live your vision—this one's your wake-up call.

Ready to be inspired, empowered, and aligned? Hit that 🔔 Subscribe button, drop a like if this resonates, and ring the bell to never miss an episode packed with real-world investing wisdom and soul-driven strategy!

What You'll Learn in This Episode:

• How Master Planifesting bridges values, vision, and wealth creation
• Easy tools to uncover your core values and align them with your financial life
• The impact of your money story—and how to reshape it for abundance
• Why mindset matters as much as numbers—and how to shift it
• Strategic pathways for financial clarity, intentionality, and living a life you don’t need to retire from

Connect with Tracey Lundell:

• Website: Sea Glass Wealth (Sea Glass Wealth dot com)
• LinkedIn: Tracey Lundell
• Facebook: Sea Glass Wealth

Thank you to SHARE Asset Management for bringing us this month’s episodes. If you want to own rental properties, but don’t want to be a landlord, SHARE may be just what you’re looking for. Let them handle the heavy lifting, while you kick back and collect an income. Find out more!

Inspired To Invest proudly supports the Beyond Success Program, a not-for-profit financial literacy initiative for students, launched by More To Give & MAK Investments. Learn more at @more2give.ca.

➕ Follow Serena Holmes for expert insights on personal branding, business, real estate, investing, and wealth creation. Let’s build wealth together because "when you invest in yourself, the sky's the limit" 🚀

📌 Timestamps

00:00 – Welcome & episode overview  
02:00 – What is Master Planifesting?  
05:00 – Visoneering exercise to align values + wealth  
08:00 – Unpacking childhood money stories
11:00 – Mindset shifts for women & permission to receive  
15:00 – Tracey’s actionable steps for wealth with intention  
22:00 – Closing thoughts & call to action

➕ Follow Serena Holmes for all things related to business, entrepreneurship, real estate, investing, wealth (and more!).  I'm on a mission to help others create wealth because "when you invest in yourself, the sky's the limit" 🚀 

__________________ 

Attention Real Estate Investors! Raise your first (or next) $1-3 million in the next 90 days without relying on the bank, joint ventures, private lenders or cold calls. Learn more about this proven system!

__________________

Want to invest in real estate with all of the security and cash flow of ownership, but none of the landlord headaches? Learn more about SHARE, one of the largest asset management companies in the United States, with a turnkey "done for you" ownership program for investors. Find out more!

__________________ 

Financial Advisors! Let me introduce you to your new secret weapon to help you land new clients, and maintain them for many years to come. Advisor Innovation Lab provides AI powered client intelligence for modern financial advisors to help them become trusted partners through life’s most important transitions. 

__________________ 

How would you like to get paid for your opinion?! Sign up with User Interviews & start earning!

__________________

📧 Sign Up For My Monthly ROI Report on LinkedIn! It's loaded with valuable content for buyers, sellers, investors, and homeowners.

__________________ 

💰 Turn content into connection! At Executive Lens, we curate compelling content to help busy business owners, executives, and investors build powerful personal brands on LinkedIn and beyond. After all, attraction is the ultimate flex! 

💫Download our FREE EBOOK - The Ultimate Guide To Building Your Personal Brand On Linked 💫

__________________ 

🎙️Want To Be Featured On Podcasts Ranking In The Top 5%? Find Out How You Can Get Featured To Build Your Personal Brand. Find out more about That1💯 

__________________ 

🚀 CHECK OUT MORE INCREDIBLE CONTENT ON ‘INSPIRED TO INVEST” 🚀 
👉🏼YouTube & Instagram   

__________________        

LET’S CONNECT ON SOCIAL MEDIA 💥 

→ Instagram
→ LinkedIn
→ TikTok
→ Online

Serena Holmes is a licensed REALTOR®, real estate investor, real estate investing coach, podcast host, published author and chief content officer of Executive Lens. She is also the former CEO of Tigris Events, a multi award winning brand experience agency.  

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.