EPISODE · Jul 26, 2025 · 38 MIN
How to Use Simple Strategies to Build Wealth: An Interview with Dr. Annie Cole, Money and Financial Educator
from Making Change with your Money · host Laura Rotter, CFA, CFP® | Financial Advisor for Women in Midlife Transitions
Are you a woman in midlife seeking financial clarity and empowerment? Join us for an inspiring conversation with Dr. Annie Cole, Ed.D., money coach and financial educator, as she shares her journey from burnout to building a thriving business and achieving financial freedom. Annie's story offers practical advice and valuable insights for women navigating midlife transitions and seeking to master their finances.Annie’s passion for empowering women stems from her own personal experiences with financial challenges and career transitions. In her twenties, she struggled with burnout as a social worker on a low salary. Determined to create a better future, she embarked on a journey of self-education and financial growth, eventually climbing the corporate ladder to a Vice President role while simultaneously building a substantial real estate portfolio and achieving early financial independence. Her personal transformation inspired her to launch Money Essentials for Women, where she now helps other women achieve their financial goals and live more fulfilling lives.This episode explores the importance of financial planning for women in midlife, addressing topics such as budgeting, debt payoff, investing, and building wealth. Annie shares her personal experience of overcoming financial challenges early in her career and how she achieved significant financial milestones by her thirties. She emphasizes the importance of mindset shifts, value-based budgeting, and aligning spending with personal values.Key Takeaways: 💡 Value-Based Budgeting: Discover the power of aligning your spending with your values and achieving financial freedom.💡 Investing for the Future: Explore different investment strategies and how to make your money work for you.💡 Finding Your Financial Team: Discover the importance of building a supportive network of financial professionals.Connect with Annie:https://www.linkedin.com/company/money-essentials-for-womenhttps://www.instagram.com/build.wealth.with.annie/Website: Money Essentials For WomenBook: 101 Ways to Build Wealth Stay connected with Laura:Connect with Laura on LinkedIn@Rotters5 on XConnect with Laura on FacebookSubscribe to my YouTube channelSubscribe to my newsletterGet 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.
What this episode covers
Are you a woman in midlife seeking financial clarity and empowerment? Join us for an inspiring conversation with Dr. Annie Cole, Ed.D., money coach and financial educator, as she shares her journey from burnout to building a thriving business and achieving financial freedom. Annie's story offers practical advice and valuable insights for women navigating midlife transitions and seeking to master their finances.Annie’s passion for empowering women stems from her own personal experiences with financial challenges and career transitions. In her twenties, she struggled with burnout as a social worker on a low salary. Determined to create a better future, she embarked on a journey of self-education and financial growth, eventually climbing the corporate ladder to a Vice President role while simultaneously building a substantial real estate portfolio and achieving early financial independence. Her personal transformation inspired her to launch Money Essentials for Women, where she now helps other women achieve their financial goals and live more fulfilling lives.This episode explores the importance of financial planning for women in midlife, addressing topics such as budgeting, debt payoff, investing, and building wealth. Annie shares her personal experience of overcoming financial challenges early in her career and how she achieved significant financial milestones by her thirties. She emphasizes the importance of mindset shifts, value-based budgeting, and aligning spending with personal values.Key Takeaways: 💡 Value-Based Budgeting: Discover the power of aligning your spending with your values and achieving financial freedom.💡 Investing for the Future: Explore different investment strategies and how to make your money work for you.💡 Finding Your Financial Team: Discover the importance of building a supportive network of financial professionals.Connect with Annie:https://www.linkedin.com/company/money-essentials-for-womenhttps://www.instagram.com/build.wealth.with.annie/Website: Money Essentials For WomenBook: 101 Ways to Build Wealth Stay connected with Laura:Connect with Laura on LinkedIn@Rotters5 on XConnect with Laura on FacebookSubscribe to my YouTube channelSubscribe to my newsletterGet 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.
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How to Use Simple Strategies to Build Wealth: An Interview with Dr. Annie Cole, Money and Financial Educator
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