EPISODE · Feb 27, 2025 · 45 MIN
Ep: 20 - Transforming Your Relationship with Money with Dawn Dahlby
from Where Passion Meets Purpose · host jenmen27
In this first episode of the THRIVE Series, Jen welomes Certified Financial Planner Dawn Dahlby to 'Where Passion Meets Purpose'. They discuss the intricate relationship between personal values, emotional well-being, and financial decision-making. Dawn shares her personal journey of overcoming childhood influences on her money mindset and emphasizes the importance of understanding one's strengths and values in achieving financial freedom. The conversation delves into how aligning spending with core values can lead to a more fulfilling life, and how money should be viewed as a tool rather than a source of stress. In this conversation, Dawn Dahlby and Jennifer Mentesana explore the importance of aligning financial decisions with core values, maximizing tax benefits for entrepreneurs, and understanding the role of fiduciaries in financial planning. They discuss strategies for planning for financial freedom after parenting and emphasize the significance of committing to savings and minimizing taxes. The discussion highlights the need for a healthy relationship with money, encouraging listeners to face their financial situations with confidence and clarity.Follow Dawn:@dawndahlbyfiduciaryDawnDahlby.comBook - Live WELLthy
What this episode covers
In this first episode of the THRIVE Series, Jen welomes Certified Financial Planner Dawn Dahlby to 'Where Passion Meets Purpose'. They discuss the intricate relationship between personal values, emotional well-being, and financial decision-making. Dawn shares her personal journey of overcoming childhood influences on her money mindset and emphasizes the importance of understanding one's strengths and values in achieving financial freedom. The conversation delves into how aligning spending with core values can lead to a more fulfilling life, and how money should be viewed as a tool rather than a source of stress. In this conversation, Dawn Dahlby and Jennifer Mentesana explore the importance of aligning financial decisions with core values, maximizing tax benefits for entrepreneurs, and understanding the role of fiduciaries in financial planning. They discuss strategies for planning for financial freedom after parenting and emphasize the significance of committing to savings and minimizing taxes. The discussion highlights the need for a healthy relationship with money, encouraging listeners to face their financial situations with confidence and clarity.Follow Dawn:@dawndahlbyfiduciaryDawnDahlby.comBook - Live WELLthy
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Ep: 20 - Transforming Your Relationship with Money with Dawn Dahlby
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