Making Change with your Money

Laura Rotter, CFA, CFP® | Financial Advisor for Women in Midlife Transitions
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Making Change with Your Money is the go-to podcast for women in midlife experiencing major life transitions and ready to transform their relationship with money. Hosted by Laura Rotter, CFA, CFP®—a financial advisor and Founder of True Abundance Advisors—this podcast features intimate conversations with women who have successfully navigated career changes, divorce and financial independence, retirement planning, entrepreneurship, and complete life reinvention. Every episode explores both the practical side of financial planning for women and the deeper inner work around money mindset, worthiness, and values-based living. From healing financial trauma to building sustainable businesses, from leaving corporate careers to investing with confidence, these stories provide both inspiration and actionable financial guidance. Whether you're contemplating a career pivot, managing an inheritance, recovering from divorce, or simply feeling that there must be more to life than the relentless pursuit of more—this podcast will help you use your resources (money, time, energy, and talent) to create a life of meaning and purpose. Laura brings her Wall Street experience, mindfulness practice, and financial life planning expertise to help listeners understand that true abundance isn't about the numbers in your account—it's about the freedom to live authentically. Perfect for: Women over 40, midlife career changers, recent divorcées, pre-retirees, women entrepreneurs, and anyone questioning whether they're worthy of pursuing their heart's desires. Topics include: Financial planning, money mindset, career transitions, retirement alternatives, divorce and money, women's financial empowerment, entrepreneurship, investing, financial therapy, values-based financial planning, and life reinvention.

  1. How To Transform Your Relationship With Money with Carrie Friedberg

    FEB 21

    How To Transform Your Relationship With Money with Carrie Friedberg

    What happens when someone who grew up witnessing financial conflict decides to transform their relationship with money? Laura sits down with Carrie Friedberg, author of the book "At Peace With Money: A Holistic Roadmap to Financial Wellness," to explore how she moved from credit card debt and constant anxiety to becoming a money coach who helps others find their own financial peace. Carrie grew up in a household where money was a source of tension and secrecy. Despite enjoying financial security on the surface, the misalignment between her parents around spending created an atmosphere of stress that Carrie carried into her young adult life. Living on a teacher's salary while maintaining an active social life, she found herself trapped in a cycle of credit card debt, emotional spending and profound anxiety about money. The turning point came through an unexpected source: her yoga practice. The physical, emotional, and spiritual transformation Carrie experienced on the mat gave her the courage to seek help with her finances. After trying various approaches on her own, she discovered the power of working with a money coach who provided both practical tools and emotional support. This two-year journey didn't just change her bank account; it transformed her self-esteem, her relationships, and ultimately her career path. Now a money coach herself, Carrie shares the essential steps for building financial wellness, from tracking your spending for at least 90 days to creating a realistic spending plan that honors both your current lifestyle and your future goals. She emphasizes that financial health isn't about deprivation or quick fixes but rather a sustainable practice that requires consistent attention and self-compassion. 💡 Money patterns often begin in childhood.Growing up with parents who held opposing views on spending left Carrie anxious around money. She observed secrecy, conflict, and tension during everyday financial moments, which her body absorbed long before she could articulate it. Understanding these early imprints is a critical step in reshaping adult money habits. 💡 Financial wellness is a long-term practice.Just as physical or emotional health doesn’t change overnight, neither does financial health. Carrie’s transformation unfolded over years. The reward was improved self-esteem, healthier relationships, and peace of mind. 💡 Tracking spending creates awareness and change.The most powerful tool in Carrie’s journey was tracking every dollar she spent for at least 90 days. This practice helped her see her real habits instead of assumptions. Whether done by hand, through apps, or with a bookkeeper, the key is awareness rather than avoidance. 💡 A spending plan doesn’t require sacrificing joy.Carrie learned that financial health doesn’t mean cutting out everything you love. By identifying non-negotiable self-care and intentionally spacing out other expenses, she shifted away from feast or famine spending. Facebook LinkedIn Instagram WebsiteBook

    48 min
  2. How to Build a Movement from Your Kitchen Table: with Kathie O'Callaghan

    FEB 7

    How to Build a Movement from Your Kitchen Table: with Kathie O'Callaghan

    What happens when you combine childhood memories of your mother opening your home to refugees, a crisis playing out on television screens worldwide, and the belief that ordinary people can make extraordinary change? You get Hearts and Homes for Refugees—a movement that has helped resettle and support over 1,000 refugees in the Lower Hudson Valley and inspired a national shift in how America welcomes those fleeing persecution. In this conversation, Laura sits down with Kathie O'Callaghan, founder of Hearts & Homes for Refugees. Kathie shares her journey from breaking barriers as the eldest daughter in a large Catholic family in Louisville, to working on Capitol Hill and in New York corporate PR, to stepping back to raise four teenagers, to founding an organization that would change the refugee resettlement landscape in America. When the Syrian refugee crisis erupted in 2015, Kathie remembered the Vietnamese family her mother helped resettle in the 1970s through their parish. She knew there was a model that worked—faith communities and neighbors providing extended support beyond what government-funded resettlement agencies could offer. So she gathered people around her kitchen table in Pelham Manor and said: We can do this. And they did. Now, the community sponsorship model Hearts & Homes pioneered has spread nationwide, with millions of Americans stepping up to welcome Afghan and Ukrainian refugees. This episode is essential for anyone who's ever thought "someone should do something" about an issue they care deeply about, for women wondering if they can make a difference after stepping back from careers, and for anyone seeking inspiration about what's possible when you trust your gut, mobilize your community, and refuse to accept that the way things are is the way things have to be. Key takeaways: 💡 Your childhood experiences can become your life's mission—decades later: Kathie's mother opened their Louisville home as a "revolving door" to Vietnamese refugees, homeless people, and anyone needing help in the 1970s. Forty years later, watching the Syrian crisis, those childhood memories became the blueprint for Hearts & Homes for Refugees. 💡 The best solutions often come from models that already worked: Kathie didn't invent refugee sponsorship—she remembered it from her childhood and adapted it for 2016. Sometimes innovation isn't creating something new; it's recognizing what worked before and bringing it back when it's needed again. 💡 You don't need permission or a roadmap to start something important: In 2016, resettlement agencies said community sponsorship wouldn't work. Kathie said "watch us" and gathered people around her kitchen table. That model reshaped refugee resettlement nationwide. Sometimes you just have to build it and trust they'll come. 💡Success isn't about money—it's about impact, one family at a time: Kathie defines success as seeing her vision come to life, bringing diverse communities together, and knowing that every single volunteer—whether leading a cohort or driving once a month—feels they're doing the most important work they've ever done. Connect with Kathie: Facebook LinkedIn Instagram X Website Advocacy Toolkit

    48 min
  3. How to Lead Yourself First: The CORE Framework for Intentional Living with Miki Feldman Simon

    JAN 24

    How to Lead Yourself First: The CORE Framework for Intentional Living with Miki Feldman Simon

    What if the most important leadership role you'll ever have isn't managing a team, but leading yourself? In this conversation, Laura Rotter sits down with Miki Feldman Simon—executive coach and author—who shares her journey to discovering her true calling: helping people live with intention, authenticity, and purpose. Miki's path wasn't linear. From fashion design to psychology to HR to operations to marketing, she explored diverse fields while developing a consistent through-line: curiosity about people and the ability to create psychological safety that gets others to open up. After moving from Israel to Australia to the United States, taking forced career breaks due to visa restrictions, and taking care of aging parents, Miki found herself asking the fundamental question that drives her work today: Who do you want to be? Her answer became the CORE framework—a four-step process detailed in her book Core Leadership. CORE stands for Clarify, Operationalize, Reflect and Evaluate. This isn't just a leadership model for executives—it's a framework for anyone who wants to stop being managed by other people's priorities and start showing up as the person they truly want to be. This episode is essential listening for anyone feeling pulled along by life rather than intentionally choosing it, for parents trying to model values for their children, for professionals wondering if their credit card statement reflects what they say matters most, and for anyone ready to ask: In this moment, who do I want to be? Key Takeaways💡 Leadership starts with leading yourself—it happens everywhere: You don't need a management title to be a leader. Leadership shows up in your kitchen, with your family, in how you respond to stress. If you're not intentional about leading yourself, you'll be managed by other people's priorities and habits, pulled along without direction. 💡 Ask others about your strengths—you can't see them clearly yourself: Miki asked her teenage daughter "What are my strengths?" and received a life-changing answer: "You have simple solutions to complex situations." We dismiss compliments or assume everyone has our gifts. Ask at least three people who know you well what your strengths are—the answers will surprise and empower you. 💡 Clarify who you want to BE, not just what you want to DO: We spend enormous energy on what we want to accomplish but rarely ask who we want to be. When your values, priorities, and vision of yourself are clear, decisions become easier—even painful ones—because you have a compass guiding you. 💡 Your credit card statement reveals your true priorities: Say family is your priority? Check your calendar and bank statement. We rationalize that we'll "someday" focus on what matters, but operationalizing your values means your actions actually align with what you say is important. Resources: Core Leadership The 6 Types of Working Genius

    45 min
  4. How to Take a Power Pause in Your Career Without Losing Your Ambition with Lisa Cassidy

    JAN 10

    How to Take a Power Pause in Your Career Without Losing Your Ambition with Lisa Cassidy

    What does it take to walk away from 15 years at a prestigious company like IBM when you're ambitious, driven, and have two young children at home? In this deeply practical conversation, Laura Rotter sits down with Lisa Cassidy—former IBM consultant and organizational change specialist—who shares her journey of taking what she calls a "power pause" to recenter herself and her family after feeling stretched too thin. Lisa grew up in a log cabin in rural Maryland, where her parents made intentional choices about money—no mortgage, modest vacations, but heavy investment in education. Those early lessons about values over lifestyle gave her the foundation to make bold decisions decades later. After spending her twenties exploring three different industries in three different cities, earning her MBA, and building a successful 15-year consulting career, Lisa heard a quiet voice saying "you're doing too much." With the support of her husband David, she made the intentional decision to resign—but not before taking a leave of absence to ensure she was making the choice from a place of calm, not chaos. This episode is essential listening for any woman who feels like she's barely keeping her head above water, any parent trying to balance career and family, or anyone wondering if it's possible to pause without losing momentum. Lisa shares the financial preparation that made her pause possible, the questions she and her husband answered together to align on money values, and why success is really about the ability to choose how you spend your time. 💡 Education as generational wealth can enable life choices: Lisa's parents lived in a small home without a mortgage and skipped fancy vacations to invest heavily in their daughters' education—including boarding school and college. This pattern, passed down from her grandfather paying for her father's law school, gave Lisa the foundation to later afford her own power pause. 💡 Know yourself before you know your next role: Through exploring three different industries in three different cities in her twenties, Lisa learned that relationships and variety were more important to her than any specific field. Knowing what motivates you—not just what sounds impressive—is critical to long-term career satisfaction. 💡 One in three working women will pause in the next two years: According to The Power Pause by Neha Ruch, one in three women currently working will pause their careers in the next two years, and 90% will return. You're not alone if you're considering this. 💡 Make the decision from calm, not chaos: Lisa took a leave of absence before resigning to ensure she was making the choice from a centered place, not from burnout. She worked with a coach, journaled extensively, and had deep conversations with her husband about money values before taking the leap. 💡 Success is the ability to choose how you spend your time: By buying a small house in Maine where cost of living is lower, sending kids to public school, and being intentional about expenses, Lisa and her husband created the financial flexibility to have choices. Money enables choice, but choice is the real measure of success. Connect with Lisa: LinkedIn Resources: The Power Pause Suzy Welch Podcast

    39 min
  5. How to Build Wealth and Legacy with Lauri Kibby, Managing Partner at Seleen Brighthouse

    12/27/2025

    How to Build Wealth and Legacy with Lauri Kibby, Managing Partner at Seleen Brighthouse

    What happens when a seasoned finance professional with an MBA and 26 years in construction loses nearly $2 million to a Ponzi scheme? In this candid and empowering conversation, Laura Rotter sits down with Lauri Kibby—Managing Partner at Seleen Brighthouse real estate investment fund—who turned one of her most devastating financial mistakes into a mission to educate and empower women investors. Lauri's journey from growing up with money as a "weapon" (despite living an upper-middle-class life) to becoming a successful entrepreneur and developer reveals powerful lessons about financial resilience, self-trust, and the importance of knowing your complete financial picture. After discovering she'd been caught in a Ponzi scheme in 2023—lured by greed and the failure to trust her own gut instincts—Lauri didn't hide in shame. Instead, she founded Seleen Brighthouse to provide women access to real estate investment opportunities typically reserved for the ultra-wealthy, along with the education and community they need to become sophisticated investors. This episode is essential listening for any woman who wants to take full ownership of her financial life, whether you're preparing for the great wealth transfer, managing an inheritance, or simply ready to stop outsourcing your financial decisions. Lauri shares why women need to look beyond the two-year horizon, how to build fundamental self-trust that creates wealth, and why knowing your net worth is one of the most empowering things you can do for yourself. Key Takeaways💡 Even finance professionals fall for scams—and that's the point: Lauri, with her MBA and decades of investment experience, lost $2 million to a Ponzi scheme because greed overrode her gut instincts. If it can happen to her, it can happen to anyone. The antidote is education, community, due diligence, and trusting the "pit in your stomach" when something feels off. 💡 Most women don't know their true net worth—and that's disempowering: Women often can't name all their assets, forget about old 401(k)s, and don't have a consolidated view of their financial picture. Knowing your complete balance sheet—assets and liabilities—is incredibly empowering and usually reveals you're worth more than you think. 💡 True financial success comes from daily impact, not account balances: After comparing herself to ultra-wealthy family members for years, Lauri redefined success as the impact she makes in relationships every day. Better relationships lead to better decisions, which lead to better financial outcomes—not the other way around. And fundamentally, most people have always been okay, which should give us power to do big things without fear. Connect with Lauri: Website LinkedIn Stay connected: Connect with Laura on LinkedIn @Rotters5 on X Connect with Laura on Facebook Subscribe to my YouTube channel Subscribe to my newsletter Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only.

    45 min
  6. How to Transform Your Relationship with Money After Trauma: an interview with Leisa Peterson, former financial advisor, bestselling author, and mindful money coach

    12/13/2025

    How to Transform Your Relationship with Money After Trauma: an interview with Leisa Peterson, former financial advisor, bestselling author, and mindful money coach

    What does it take to shift from surviving to thriving when life throws you the unthinkable? In this deeply moving conversation, Laura Rotter sits down with Leisa Peterson—former financial advisor, bestselling author, and mindful money coach—who shares her extraordinary journey from childhood poverty and financial trauma to building wealth, surviving a mass shooting, and ultimately discovering that true success isn't measured by the numbers in your account. Leisa grew up in the poorest county in New York State, hiding from bill collectors and watching her family's car get repossessed. Yet she became skilled at building wealth from a young age—driven by fear of repeating her parents' struggles. After two decades as a successful financial advisor, a life-altering tragedy during a mass shooting forced her to confront a profound question: "What am I really here to do?" The answer led her to walk away from financial security to start a coaching practice focused on the inner relationship people have with money—not just the spreadsheets and investment returns. This conversation is essential listening for any woman who has achieved external success but still feels controlled by scarcity, or anyone navigating a major life transition and questioning whether they're worthy of pursuing their heart's desires. Leisa shares her powerful AWAKE framework for moving through difficult transitions, why mindfulness alone isn't enough when it comes to money, and how clarity about your financial plan brings more peace than any amount of wealth accumulation. Guest BioLeisa Peterson is a bestselling author, former financial advisor, and mindful money coach who helps people transform their relationship with money from the inside out. After spending two decades building wealth and advising clients as a financial professional, Leisa survived a mass shooting in 2014 that changed the trajectory of her life. The experience led her to walk away from financial security and start a coaching practice focused on helping people understand the intersection of money, mindfulness, and meaning. She is the author of The Mindful Millionaire, which has become a bestseller displayed alongside classic money books at Barnes & Noble nationwide, and The Money Catalyst, a fictional parable with journaling prompts designed to help readers explore their money stories. Leisa has been featured on Huffington Post (where she started her writing journey after a chance meeting with Arianna Huffington) and speaks internationally about conscious wealth building, financial trauma, and the importance of understanding both the practical and emotional aspects of money. She lives in Sedona, Arizona with her husband and has been practicing daily meditation since 1999. Key Takeaways💡 Early money trauma shapes lifelong patterns—but awareness can change them: Growing up with bill collectors calling, car repossessions, and a parent dealing drugs created deep scarcity patterns in Leisa. Even after building significant wealth, she discovered she didn't have a healthy relationship with money. Recognizing this disconnect was the first step to healing. 💡 You can be good with money and still not have a healthy relationship with it: Leisa was excellent at building wealth from a young age—saving, investing, and achieving financial success. But external success doesn't equal internal peace. Many people who are financially secure still operate from scarcity and fear rather than abundance and freedom. 💡 Worthiness is often the hidden barrier to pursuing your dreams: When Leisa spoke to a group about her life transition, a woman asked how to make big changes without waiting for tragedy. Leisa's answer: "The challenge was about worthiness, pure and simple. What is your relationship to being worthy of allowing yourself to pursue your heart's desires?" 💡 Mindfulness and money need integration, not compartmentalization: Despite meditating daily since 1999, Leisa realized she was compartmentalizing money and skipping over it in her mindfulness practice. True transformation requires bringing conscious awareness to your financial life, not just your meditation cushion. Connect with Leisa: Instagram: https://www.instagram.com/leisapeterson/LinkedIn: https://www.linkedin.com/in/leisapeterson/Facebook: https://www.facebook.com/leisapeterson/YouTube: https://www.youtube.com/c/wealthclinicBooks: The Mindful Millionaire The Money Catalyst Website: WealthClinic.com   Stay connected: Connect with Laura on LinkedIn @Rotters5 on X Connect with Laura on Facebook Subscribe to my YouTube channel Subscribe to my newsletter Get your free copy of Unlock Your Money Blocks Workbook: Your step-by-step guide to unlocking your blocks to financial freedom. Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.

    46 min
  7. How to Build a Sustainable Business Without Burning Out : an interview with Rachel Anzalone, Strategic Growth Consultant

    11/29/2025

    How to Build a Sustainable Business Without Burning Out : an interview with Rachel Anzalone, Strategic Growth Consultant

    What if success isn't measured by revenue milestones, but by satisfaction—the beautiful integration of impact, profit, and pleasure? In this conversation, Laura Rotter sits down with Rachel Anzalone, a sustainable growth advisor and satisfaction strategist who helps purpose-driven entrepreneurs build businesses that honor both their mission and their wellbeing. Rachel's journey from growing up in the poorest county in New York State to managing 350 people in the restaurant industry to building a thriving entrepreneurial career is a masterclass in following your energy rather than a predetermined path. After reaching her breaking point working grueling hours in corporate hospitality, Rachel discovered that the "hustle harder" mentality doesn't have to define entrepreneurship—and in fact, it's often what burns entrepreneurs out fastest. This episode is essential listening for any woman entrepreneur who's tired of choosing between success and sanity, impact and income, ambition and ease. Rachel shares her revolutionary framework for building sustainable businesses that integrate three critical elements: meaningful impact, healthy profit, and daily pleasure. Whether you're just starting your entrepreneurial journey or ready to redesign an existing business that's draining you, this conversation offers a blueprint for creating work you can love for the long haul. Guest BioRachel Anzalone is a sustainable growth advisor, thought partner, and satisfaction strategist who guides purpose-driven entrepreneurs to expand their impact and profitability without compromising wellbeing. With 25 years of diverse business expertise spanning entrepreneurship, corporate leadership, and digital marketing, Rachel has developed a unique approach that blends strategic excellence with soul-aligned satisfaction. After spending years in the restaurant industry managing hundreds of employees and opening multiple locations, she pivoted to building her own wellness business and eventually evolved into supporting entrepreneurs behind the scenes with marketing strategy, operations, and coaching. Rachel has worked with leaders across the personal development, holistic wellness, and mindfulness industries, and once found herself directing a video shoot in the living room of Lisa Nichols from The Secret—a full-circle moment from when she first discovered the Law of Attraction. She is passionate about helping entrepreneurs—especially women over 40—build businesses they can sustain and enjoy for decades, not just years. Key Takeaways💡Success in chaos doesn't mean chaos is sustainable: Rachel thrived in the high-pressure restaurant industry precisely because she loved being busy, challenged, and in constant change. But thriving doesn't mean it's sustainable—knowing when to walk away from what you're good at to preserve your wellbeing is crucial. 💡 The path isn't always linear—and that's okay: From art school to philosophy to international studies to restaurant management to holistic wellness to online business coaching—Rachel's winding path eventually came together to create her unique expertise. Trust that your experiences are building toward something, even when you can't see the full picture yet. 💡 Heart-centered businesses need heart-centered operations: There's often a disconnect between what conscious entrepreneurs teach (mindfulness, balance, holistic living) and how they run their businesses (hustle, grind, maximize productivity). True alignment means bringing your values into every aspect of your business—including operations and team management. 💡 Satisfaction beats revenue as a success metric: Rachel worked with multimillion-dollar businesses that were less profitable and less enjoyable than smaller boutique businesses. Real success isn't a specific dollar amount—it's the integration of meaningful impact, sustainable profit, and daily pleasure in how you're living and working. Connect with Rachel: Facebook LinkedIn Instagram Website Free resources:  Pleasure & Profits podcast   Stay connected: Connect with Laura on LinkedIn @Rotters5 on X Connect with Laura on Facebook Subscribe to my YouTube channel Subscribe to my newsletter Get your free copy of Unlock Your Money Blocks Workbook: Your step-by-step guide to unlocking your blocks to financial freedom. Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.

    50 min
  8. How To Build Your Personal Compass: an interview with Laurie Hirsch Schulz, Career Transition and Executive Coach

    11/15/2025

    How To Build Your Personal Compass: an interview with Laurie Hirsch Schulz, Career Transition and Executive Coach

    Are you feeling that quiet whisper—or loud roar—telling you it's time for a change? In this powerful conversation, Laura Rotter welcomes back career transition and executive coach Laurie Hirsch Schulz to explore how women at midlife can recognize and navigate the inflection points that signal it's time for something new. Laurie shares her journey of leaving a successful 25-year corporate marketing career when the work no longer aligned with her core values of collaboration and connectivity. After negotiating her own exit package and taking what she calls a "reboot year," she discovered coaching and built a thriving practice helping professionals at their own crossroads. But this episode isn't just about dramatic career pivots—it's about recognizing that we don't have to settle for "okay" and that discomfort is often where the magic happens. Whether you're feeling burnt out, bored, or simply sensing that there must be more, this episode offers practical wisdom for building what Laurie calls your "personal compass"—a framework of values, superpowers, and purpose that helps you navigate the "shoulds" and make purposeful choices aligned with who you truly are. Essential listening for any woman ready to stop settling and start exploring what's next. About Laurie: Laurie Hirsch Schulz is a Career Transition and Executive Coach who partners with professionals and executives at inflection points to gain clarity on what's next in their careers and lives. After spending nearly 25 years in corporate marketing strategy roles with Fortune 500 companies (including two years in Switzerland), Laurie made her own pivot when her work no longer aligned with her personal values. She took a "reboot year" to get clear on her purpose, earned her coaching certification, and launched her practice helping others do the same. Laurie specializes in working with women leaders, nonprofit executives, and professionals navigating transitions. She is also president of a nonprofit board working with teens to help them find their own personal voice and power. Laurie is a graduate of Leadership Westchester and believes deeply in experimentation, service, and the power of building your personal compass to navigate life's choices. Key Takeaways: 💡 Inflection points deserve respect—whether they're loud or quiet: The whisper telling you something needs to change is just as valid as a dramatic life event. Pay attention when you feel bored, unsettled, or disengaged—these are signals worth exploring, not dismissing. 💡 Discomfort is where the magic happens: When you're stretching beyond your comfort zone, that's when you learn the most and build confidence. The discomfort may feel hard in the moment, but the growth and empowerment on the other side make it worthwhile. 💡 Build your personal compass to navigate the "shoulds": Get crystal clear on your non-negotiable values, what lights you up, what drains you, and your unique superpowers. This compass becomes your framework for making purposeful choices rather than being driven by external expectations or cultural norms about what you "should" do. 💡 Experimentation beats paralysis: You don't have to quit your job to explore new directions. Take on different projects at work, volunteer in areas that interest you, have curiosity conversations with people doing work you admire. Small experiments build confidence, experience, and network—creating a stronger foundation for bigger moves. Connect with Laurie: LinkedIn Facebook Instagram Website Free resource: Complimentary Consultation   Stay connected: Connect with Laura on LinkedIn @Rotters5 on X Connect with Laura on Facebook Subscribe to my YouTube channel Subscribe to my newsletter Get your free copy of Unlock Your Money Blocks Workbook: Your step-by-step guide to unlocking your blocks to financial freedom. Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.

    49 min
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About

Making Change with Your Money is the go-to podcast for women in midlife experiencing major life transitions and ready to transform their relationship with money. Hosted by Laura Rotter, CFA, CFP®—a financial advisor and Founder of True Abundance Advisors—this podcast features intimate conversations with women who have successfully navigated career changes, divorce and financial independence, retirement planning, entrepreneurship, and complete life reinvention. Every episode explores both the practical side of financial planning for women and the deeper inner work around money mindset, worthiness, and values-based living. From healing financial trauma to building sustainable businesses, from leaving corporate careers to investing with confidence, these stories provide both inspiration and actionable financial guidance. Whether you're contemplating a career pivot, managing an inheritance, recovering from divorce, or simply feeling that there must be more to life than the relentless pursuit of more—this podcast will help you use your resources (money, time, energy, and talent) to create a life of meaning and purpose. Laura brings her Wall Street experience, mindfulness practice, and financial life planning expertise to help listeners understand that true abundance isn't about the numbers in your account—it's about the freedom to live authentically. Perfect for: Women over 40, midlife career changers, recent divorcées, pre-retirees, women entrepreneurs, and anyone questioning whether they're worthy of pursuing their heart's desires. Topics include: Financial planning, money mindset, career transitions, retirement alternatives, divorce and money, women's financial empowerment, entrepreneurship, investing, financial therapy, values-based financial planning, and life reinvention.

Information

  • Creator
    Laura Rotter, CFA, CFP® | Financial Advisor for Women in Midlife Transitions
  • Years Active
    2023 - 2026
  • Episodes
    115
  • Rating
    Clean
  • Copyright
    © 2025 Laura Rotter, CFA, CFP® | Financial Advisor for Women in Midlife Transitions
  • Show Website
    Making Change with your Money