The Secret To Building REAL Wealth, Financial Freedom, & Living A Fulfilled Life With Dawn Dahlby
10th Jul, 2023
Erica Lippy
My guest today talks about how we can live a WELLthy life so that ultimately we are living a fulfilled life based on what we truly value. There are many resources out there sharing how to build wealth, but I promise you what you will hear today is nothing you have heard before.
Welcome my guest, Dawn Dahlby. Dawn is a certified financial planner, wealth wellness expert and author of the book Live WELLthy™: Own Your Worth, Grow Your Wealth. She is the country’s first behavioral financial advisor, a certification that focuses on both the emotional and practical aspects of managing money. Dawn also serves as the founder and president of Relevé Financial Group, a multi-million-dollar advisory firm. As a fiduciary with over 20 years of experience providing financial advice, Dawn has not only led her clients from moderate incomes to affluence, but she has helped them become truly “WELLthy.” Her proprietary approach helps people learn to save for tomorrow without having to sacrifice living today by merging the most effective teachings of self-help with finance to create a unique focus on “spending freedom.”
Now let’s talk about this subject:
“The Secret To Building REAL Wealth, Financial Freedom, & Living A Fulfilled Life”
We all want wealth and to live abundantly, although many of us don’t know how to grow our wealth and actually maintain it. My guest, Dawn Dahlby has spent over 20 years helping others grow their wealth and well-being by understanding the principles to live WELLthy. Learn the secret behind building REAL wealth, financial freedom, and living a fulfilling life. By owning your worth you will be able to grow your wealth and live based on what you value most.
“We should all be earning money from our strengths and spending our money and time on our core values”
We Talk About:
- What led her into interest in money
- What living WELLthy mean
- Most limiting mindset we have about money
- The psychology and technical advice
- Why those that are successful always want more
- Are you in the driver seat or your fear
- Questions to ask yourself to discover what is driving you
- Wealth alignment process
- Determining our values
- Spending on your values
- Does everyone need a financial planner or when we need one
- When we should start saving
- Grow it – online program
- IF have debt, what to do
- Two non-negotiables
- Making smart debt decisions
- Real estate, should you buy now
- Key things to know to build wealth
- A financial plan
- Emergency money (3-6 months)
- Where to invest
- Protecting your financial plan
- What insurance we should have
- ½ off Digital course
More insight…
“If you were to leave with us a piece of wisdom you have learned in your life’s journey, what would that life lesson be that you would love to share with us today?
Resources included in episode
Inspired? Please subscribe and leave a review
Want to be the first to know when new episodes are released? Click here to subscribe in iTunes!
Also, podcast reviews are pretty darn important to iTunes and the more reviews we receive, the more likely we’ll be able to get this podcast and message in front of more people. I’d be extremely grateful if you left a review right here letting me know your favorite part of this episode.
#Passionlovepursuit
If you are on this journey too, help me find you and hashtag #Passionlovepursuit . This is an incredible journey. Let’s keep this pursuit in action!
Comment:
Leave a Reply
You must be logged in to post a comment.
Leave a comment
by
