Submit your questions here!

Being generous doesn’t have to be just about money, and Alison Patterson agrees. Working as a philanthropic advisor, she helps individuals choose their best form of generosity to support their time, energy, and money in retirement. Listen in to learn what is generosity, and how to explore opportunities for you that best fit your values.

What You’ll Learn in This Episode: 

✅ Philanthropy in Retirement: Discover how incorporating philanthropy into your retirement plan can enhance both your financial strategy and overall fulfillment.

✅ Find Your Why: Learn how to craft a generosity statement that reflects your core values, ensuring your giving is intentional and meaningful.

✅ Explore how curiosity can lead you to unexpected and impactful giving opportunities in your community and beyond.

Connect With Alison:

Website

Instagram

LinkedIn

✅ Download your Retirement Readiness Checklist today

🌻 Learn more about the Retirement Readiness VIP Session

👩‍💻 Visit my website Elevate Finances to learn more

Submit your questions here!

Debt is a part of financial life, but it doesn’t have to define you. In this episode, I dive deep into the reasons we accumulate debt, the emotional and financial weight it carries, and how to take back control. Through real client scenarios, we’ll explore common debt challenges and practical solutions. You’ll walk away with a fresh perspective on your debt relationship and actionable steps to create financial clarity.

What You’ll Learn in This Episode:

✅ Why we get into debt—unexpected expenses, major life changes, and financial habits

✅ How to shift your mindset and create a positive relationship with debt

✅ The importance of budgeting and tracking debt for financial confidence

✅ Three real-life client scenarios and their strategies for overcoming debt

✅ A simple action step: creating your personal debt awareness list

✅ Download your Retirement Readiness Checklist today

🌻 Learn more about the Retirement Readiness VIP Session

👩‍💻 Visit my website Elevate Finances to learn more

Submit your questions here!

Get a clear plan for retirement! Book your Retirement Strategy Session today and take the guesswork out of your future.

In this episode, I welcome therapist Lindsey Carnick to discuss managing stress, anxiety, and financial conversations within relationships. Lindsay, licensed in nine states and experienced in keynote speaking, offers insights on creating a safe space for financial discussions, understanding the emotional charge behind money conversations, and maintaining healthy communication habits. She shares practical tips and exercises for couples to foster connection and trust while addressing financial goals and individual spending preferences. 

00:00 Introduction and Guest Welcome

01:06 Creating a Safe Space for Financial Discussions

06:35 Emotional Charge in Financial Conversations

11:05 Balancing Shared Goals and Individual Preferences

18:21 Habits for Healthy Communication

✅ Download your Retirement Readiness Checklist today

🌻 Learn more about the Retirement Readiness VIP Session

👩‍💻 Visit my website Elevate Finances to learn more

Submit your questions here!

Join the Savings Challenge Waitlist HERE 

In the milestone 100th episode, I share about my initial skepticism and gradual success, including reaching the top 5% globally in the education category. I further the most popular episodes, covering topics like cash flow management and retirement savings. Looking for support from my amazing listeners, I request feedback and reviews and announce plans for future guest episodes and a new Savings Academy. 

Listeners are encouraged to submit questions for upcoming Q&A episodes.

00:00 Welcome to the 100th Episode!

01:33 Reflecting on the Podcast Journey

02:18 Launching the Podcast

04:16 Achieving Top 5% Globally

05:59 Expanding Content and Guest Episodes

08:14 Top 5 Episodes Revealed

13:43 Listener Engagement and Future Plans

The Top 5 Episodes

Ep 63 Why You Feel Broke and How to Manage Your Cash Flow Effectively

Ep 60 5 Steps to Becoming Your Own Financial Advisor

Ep 56 How To Bridge the Retirement Savings Gap - Strategies to Catch Up and Thrive

Ep 59 4 Simple Steps to Master Consistent Savings

Ep 78 | 3 Ways to Make Sure You're On Track to Retirement

✅ Download your Retirement Readiness Checklist today

🌻 Learn more about the Retirement Readiness VIP Session

👩‍💻 Visit my website Elevate Finances to learn more

Submit your questions here!

Get a clear plan for retirement! Book your Retirement Strategy Session today and take the guesswork out of your future. 

In this episode, my guest Jim Manning shares his journey from a Jesuit-educated insurance paperwork pusher to a mission-driven real estate investor. He shares his passion for transforming properties into homes, scaling his business using private lending, and the importance of prioritizing family and fulfillment over financial gain. 

Jim also offers insights on how investing in real estate can provide significant benefits compared to traditional stock market investments, and provides advice for prospective investors looking to achieve financial freedom. 

00:00 Introduction and Guest Welcome

00:11 Jim Manning's Background and Early Career

00:44 Discovering Real Estate Investing

01:22 Scaling the Business with Private Lending

02:54 The Impact of Homeownership

03:43 Personal Reflections and Business Evolution

06:29 Balancing Family and Financial Freedom

09:40 Real Estate vs. Stock Market Investments

14:34 Lessons from a Self-Made Billionaire

18:42 Connecting with Jim Manning

✅ Download your Retirement Readiness Checklist today

🌻 Learn more about the Retirement Readiness VIP Session

👩‍💻 Visit my website Elevate Finances to learn more

Submit your questions here!

Download the Retirement Readiness Checklist now to take the first step toward a clear and confident retirement plan!

In the final part of the Retirement 101 series, the focus is on creating a fulfilling and meaningful retirement lifestyle. 

This episode includes practical advice on envisioning and planning great experiences, seasonal activities, and day-to-day routines that align with personal interests and goals. Emphasis is placed on the importance of planning ahead to avoid boredom and ensure a satisfying retirement. 

Additionally, the episode encourages testing out these experiences and creating a retirement budget to support the envisioned lifestyle.

01:09 Creating a Retirement Lifestyle You'll Love

03:06 Vision Exercise for Retirement

05:25 Seasonal Experiences in Retirement

07:17 Day-to-Day Planning for Retirement

13:02 Testing Your Retirement Plan

✅ Download your Retirement Readiness Checklist today

🌻 Learn more about the Retirement Readiness VIP Session

👩‍💻 Visit my website Elevate Finances to learn more

Submit your questions here!

Join the Financial Freedom Accelerator and create your plan for a stress-free retirement today!

In this episode, we dive into the fascinating world of behavioral investing with Rick, a financial advisor from Dallas who specializes in helping people make smarter money decisions. But forget boring investment talk - this episode is all about understanding how our emotions and actions affect our financial success.

Think of it like sports: Having the best equipment helps, but what really matters is how you use it. Rick explains that the same goes for money - it's not just about picking good investments, but about sticking to your game plan even when things get tough.

Throughout the episode, Rick emphasizes that financial success isn't just about math - it's about building good habits and staying committed to your goals, even when it's challenging. 

00:00 Introduction and Guest Background

01:27 Understanding Behavioral Investing

05:20 The Impact of Fear on Investing

10:20 Principles for Successful Long-Term Investing

15:05 Tax Management Strategies

18:26 Developing a Stronger Behavior-Based Approach

22:41 Final Thoughts and Action Steps

✅ Download your Retirement Readiness Checklist today

🌻 Learn more about the Retirement Readiness VIP Session

👩‍💻 Visit my website Elevate Finances to learn more

Submit your questions here!

Download the Retirement Readiness Checklist now to take the first step toward a clear and confident retirement plan!

In part three of the Retirement 101 series, the focus is on creating an estimated retirement budget. The episode guides listeners through important steps such as identifying recurring expenses, recognizing what costs will decrease post-retirement, and planning for new expenses like medical premiums. 

It also explains how to calculate your annual expenses and retirement savings gap. The importance of consistent retirement savings and strategies for auditing and simplifying current expenses to better align with retirement goals are discussed.

00:58 Recap of Parts One and Two

01:49 Preparing for Retirement: 2-3 Years Out

02:16 Creating an Estimated Retirement Budget

03:06 Understanding and Adjusting Expenses

08:01 Estimating Retirement Income

09:04 Defining Your Retirement Savings Gap

13:32 Strategies for Closing the Savings Gap

✅ Download your Retirement Readiness Checklist today

🌻 Learn more about the Retirement Readiness VIP Session

👩‍💻 Visit my website Elevate Finances to learn more

Submit your questions here!

Join the Financial Freedom Accelerator and create your plan for a stress-free retirement today!

In this episode, Steve Selengut, a seasoned investor and income coach, shares his journey from growing up in an investment-oriented community to retiring with over $110 million under management. Steve emphasizes the importance of multiple income streams, the value of taking profits, and building an income-focused portfolio. 

Listeners will learn about the six principles of investing discussed in Steve's book 'Retirement Money Secrets' and gain actionable insights on how to assess and enhance their portfolios. Whether you're new to investing or looking to optimize your retirement income, Steve provides practical advice and strategies for achieving financial independence.

00:00 Introduction 

00:17 Early Investment Journey

01:32 Developing a Trading Strategy

02:56 Transition to Professional Management

05:09 Becoming an Income Coach

05:18 Income Independence Explained

07:08 Coaching Approach and Client Fit

11:19 Advice for Listeners

15:26 Book Overview and Key Principles

21:04 Final Thoughts and Contact Information

Connect with Steve:

The Income Coach

Retirement Money Secrets Book

✅ Download your Retirement Readiness Checklist today

🌻 Learn more about the Retirement Readiness VIP Session

👩‍💻 Visit my website Elevate Finances to learn more

Submit your questions here!

Join the Financial Freedom Accelerator and create your plan for a stress-free retirement today!

This episode is Part 2 of the retirement series and today we’re focusing on gaining clarity and confidence as you approach your retirement, specifically if you are five years away. I will discuss the importance of tackling high-interest debt, understanding risk tolerance, and resolving any fears or doubts you may have regarding retirement. 

Learn how to manage your debt, assess your risk tolerance, and create a positive relationship with your finances. This episode is part of a four-part series designed to help you prepare efficiently for retirement.

00:47 The Purpose of the Series

02:24 Gaining Clarity and Confidence

02:56 Tackling Debt Before Retirement

07:11 Assessing Risk Tolerance

11:10 Addressing Retirement Fears and Doubts

14:52 Continuous Learning and Growth

Resources Mentioned in the Episode:
Five Ways to Get Out of Debt Without Sacrificing The Joys of Life

✅ Download your Retirement Readiness Checklist today

🌻 Learn more about the Retirement Readiness VIP Session

👩‍💻 Visit my website Elevate Finances to learn more