Episode 151: Creating Peace of Mind Around Your Money with Laura Davis

Episode 151: Creating Peace of Mind Around Your Money with Laura Davis

For Episode 151 of the Wealth On Any Income Podcast, Rennie is joined by Laura Davis. Laura is a Holistic Financial Advisor who helps people overcome overwhelm so they can have peace of mind around their money. Her clients often refer to her as their financial therapist – she loves talking with them about how their money affects their life on a deeper level. No topic is off-limits.

After years of working with high-net-worth clients, she started to realize that it was close to impossible for middle-income Americans to get fiduciary financial advice. Laura’s recently published book, Earn Save Spend, An Illustrated Guide to Personal Finance, addresses those needs.

Would you like to have some peace of mind around your money?

In this episode, Rennie and Laura cover:

1:54 The path Laura took to become a financial advisor from selling real estate and what inspires her to help middle-income Americans.

3:54 The charities that Laura donates both money and her time to, specifically Open Hand in Atlanta – a Meals on Wheels Program.

4:40 The people that Laura is looking to support – both typical wealth management clients and clients that would benefit from her book or online programs – those in the middle-income bracket.

7:01 How looking at your finances is never as overwhelming as you may think and some of the benefits of doing so.

7:37 What Laura identifies as her biggest mistake (or challenge).

10:02 Laura shares the benefits her clients have working with her and also a specific case study – that was one of her most challenging and illustrates it very well.

14:35 The reason that Laura thinks people don’t get a handle on their money.

Anybody out there who’s listening who feels like ‘I can’t get started because it’s just, it’s worthless’, or ‘I can only save so little, and it’s meaningless.’ I promise you, small decisions, positive decisions can balloon into large positive outcomes over time, but small negative decisions can balloon into large negative outcomes over time. So, anything that you can do to sort of inch up that savings, make just slightly different positive choices, I promise it’s going to benefit you over time. – Laura Davis

To get Laura’s book Earn Save Spend, An Illustrated Guide to Personal Finance, or to learn more about working with her visit https://financiallab.us/

If you’d like to know how books, movies, and society programs you to be poor, and what the cure is. Visit wealthonanyincome.com/tedx. You’ll hear Rennie’s TEDx talk and can request a free 27-page Roadmap to Complete Financial Choice® and receive a weekly email with tips, techniques, or inspiration around your business or money.

AND if you’d like to see how you can increase your wealth and donate to the causes that touch your heart. Please check out our affordable programWealth with Purpose’.

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