LIVE WELLthy™

Dawn Dahlby, CFP®, BFA
  • 5,0 (4)
  • Образование
  • Каждые две недели

Think differently about your wealth! Tired of feeling like you have to choose between enjoying today and saving for tomorrow? Why not have both? The LIVE WELLthy™ podcast is here to help you learn about comprehensive financial planning. Hosted by Dawn Dahlby, CFP®, BFA, and CEO of Relevé Financial Group. New episodes every other Tuesday.

  1. 6 янв.

    Stop Surviving Success | A Smarter Wealth Plan for Women in Tech (2026 Strategy)

    Are you a successful woman in tech who still feels financially overwhelmed?In this episode, Dawn Dahlby breaks down why high-earning women are “surviving success” — and how to build a smarter, values-aligned wealth plan for 2026. If you’re juggling salary, bonuses, RSUs, equity compensation, and burnout, this conversation will help you reclaim control of your money, your time, and your peace of mind. In this episode, you’ll learn:• Why career success doesn’t automatically equal financial freedom• What a “Freedom Number” is — and why every woman in tech needs one• How to align equity compensation, income, and taxes with your values• Why traditional financial planning fails high-performing women• How to stop chasing more and start owning what matters If you’re ready to stop surviving success and start living it, this episode is for you. 🔗 Book a private Wealthy 360 Strategy Session: https://relevefinancialgroup.com/complimentary-financial-assessment/👉 Visit Relevé Financial Group relevefinancialgroup.com

    8 мин.

  2. 23.12.2025

    Your 2026 Money Reset: The 4 Steps to Shift Your Financial Power Now

    Certified Financial Planner™ and behavioral financial expert Dawn Dahlby reveals the proven 4-step process used inside her WELLthy360™ planning model to help high-earning women turn income into peace, clarity, and long-term wealth. Learn how to identify your true Freedom Number, reverse-engineer your 2026 financial strategy, and apply advanced tax and investment planning used by top executives. 👉 Ready to get clarity on your numbers? Book your WELLthy360™ Strategy Session here https://relevefinancialgroup.com/complimentary-financial-assessment/

    7 мин.

  3. 09.12.2025

    Last Call: The Tax-Saving Moves That Expire December 31st

    The December 31st deadline is approaching, and many of the most valuable tax-saving strategies will disappear with it. In this episode, Dawn Dahlby, CFP®, BFA™, shares the essential year-end tax moves she recommends to her high-income female clients — from maximizing contributions and strategic Roth conversions to tax-loss harvesting, charitable strategies, and business deductions. If you’re an executive, business owner, or high-earning woman who wants to reduce taxes, protect income, and build long-term wealth, this episode gives you the expert guidance you need before the year ends. 👉 Book your complimentary Year-End Tax Strategy Call here https://relevefinancialgroup.com/complimentary-financial-assessment/

    6 мин.

  4. 14.10.2025

    Why Financial Freedom Feels So Out of Reach for Women (WHAT'S REALLY GOING ON?)

    Why does financial freedom feel so far away—even for successful, hardworking women? In this empowering episode, Dawn Dahlby unpacks the real reason so many women feel stuck with money and reveals the mindset, emotional shifts, and strategic steps needed to finally claim the wealth and peace you deserve. Ready to stop chasing money and start living WELLthy™?

    9 мин.

  5. 22.07.2025

    The 1% Chance That Changed Everything: How Amberly Lago Rebuilt Her Life and Wealth

    The 1% Chance That Changed Everything: How Amberly Lago Rebuilt Her Life and Wealth What happens when you’re given a 1% chance of saving your leg—and your entire life turns upside down? In this powerful episode of The Live WELLthy™ Podcast, Dawn Dahlby sits down with author and speaker Amberly Lago, who shares her unbelievable journey from tragedy to transformation. After surviving a catastrophic motorcycle accident, 35 surgeries, and $2.9 million in medical expenses, Amberly lost her career, her health, and nearly her hope—but not her faith, mindset, or drive to rebuild. Together, Dawn and Amberly explore what it really takes to recover emotionally and financially, and how choosing purpose, connection, and perspective can change everything. Whether you’re going through financial stress, personal burnout, or simply need a reminder of your strength—this conversation will stay with you. 👉 In this episode:How Amberly turned a medical nightmare into a missionRebuilding life and money after devastating lossThe emotional habits that lead to financial freedomWhy connection is the key to long-term resilienceReal talk about setbacks, sobriety, and starting over 💡 If you’re ready to build wealth and wellness from the inside out, hit Subscribe and turn on notifications so you never miss an episode. 📘 Grab Amberly’s book Joy Through the Journey here: https://amberlylago.com🔗 Learn more about Dawn and the Live WELLthy™ experience: https://dawndahlby.com #AmberlyLago #DawnDahlby #LiveWELLthy #Resilience #FaithOverFear #FinancialFreedom #MindsetMatters #WomenAndWealth #EmotionalHealing #MoneyAndMeaning #PersonalDevelopment #OvercomingAdversity

    29 мин.

  6. 08.07.2025

    Why Time, Not Money, Is the Real Secret to Wealth

    Think more money equals more freedom? Think again. In this episode, Dawn Dahlby—Certified Financial Planner™, Behavioral Financial Advisor, and CEO of Relevé Financial Group—reveals why mastering your time is the real secret to building lasting wealth. You’ll learn:✅ Why the wealthy protect their calendars more than their cash✅ How to align your time with your values to increase income✅ The 35,000 daily decisions that are impacting your bank account✅ Why scrolling and “noise” may be costing you real financial growth✅ How to create boundaries and empower your team for greater revenue If you’re a high-achieving entrepreneur, executive, or small business owner who’s feeling overwhelmed with too many decisions, this episode is your wake-up call. 🔔 Subscribe for more tips on financial freedom and WELLthy™ living: https://www.youtube.com/@dawndahlby🎟️ Join Dawn LIVE in Scottsdale Nov 6–7 for WELLthy™ 360°: https://www.dawndahlby.com📈 Ready to align your money with what matters? Take the free Core Values Exercise: https://www.buildwealthandworth.com/corevaluesexperience

    16 мин.

  7. 24.06.2025

    The Million Dollar Strategy Hiding in Your Taxes

    What if the money you’re sending to the IRS could actually fund your retirement? In this episode, Dawn Dahlby—Certified Financial Planner and CEO of Relevé Financial Group—reveals how she and her husband turned $88,000 in taxes into a million-dollar retirement plan using a strategy called entity stacking. If you’re a business owner, consultant, or high-income earner, this episode could save you six figures and change your financial future. 🔗 Ready to see if this strategy works for you? Take the free financial assessment: https://relevefinancialgroup.com/complimentary-financial-assessment/ 📲 Subscribe for more wealth-building tips that align your money with your values.

    14 мин.

  8. 27.05.2025

    You’re Losing 50% of Your Wealth Without This Plan (Estate Planning for Business Owners)

    🔗 Get a FREE Financial Assessment review here: https://relevefinancialgroup.com/complimentary-financial-assessment/Avoid the #1 mistake that costs entrepreneurs and small business owners up to half of their hard-earned wealth — not having a solid estate and legacy plan. In this episode, Dawn Dahlby, CFP® and Behavioral Financial Advisor, breaks down why estate planning isn’t just for the ultra-wealthy — it’s a must if you want to protect your business, your values, and your family from unnecessary taxes, confusion, and stress. ✅ Learn the difference between estate planning and legacy planning✅ Discover how to actually fund your trust and protect your assets✅ Hear personal stories and practical advice from Dawn’s own experience✅ Understand what documents you need and why your heirs must know your plan 👉 If you’re a business owner who’s built wealth and wants to keep it in the right hands — this episode is for you.

    20 мин.
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Think differently about your wealth! Tired of feeling like you have to choose between enjoying today and saving for tomorrow? Why not have both? The LIVE WELLthy™ podcast is here to help you learn about comprehensive financial planning. Hosted by Dawn Dahlby, CFP®, BFA, and CEO of Relevé Financial Group. New episodes every other Tuesday.

Информация

  • Автор
    Dawn Dahlby, CFP®, BFA
  • Годы выхода
    2023 - 2026
  • Выпуски
    59
  • Ограничения
    Без ненормативной лексики
  • Авторские права
    © Dawn Dahlby, CFP®, BFA
  • Сайт подкаста
    LIVE WELLthy™