show episodes
 
Ready to ditch debt, retire sooner & live life on your own terms? Only 54% of Gen Xers feel prepared for retirement and 22% believe they will live a comfortable lifestyle – so if you’re feeling like your finances are a hot mess, you’re not alone! I’m Dalene Higgins, founder of Elevate Finances & Money Coach for GenXers. It’s time to stop avoiding your finances and start having CONFIDENT conversations about money. Join me every week to talk about personal budgeting, debt payoff, saving for re ...
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Dedicated to Dad. A podcast for guests to speak about their losses, experiences with grief, and to share stories of their loved ones. It is hoped that by sharing our stories and journeys with grief that it may help others with their own situations.
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Who made these rules anyway? You may be wondering what you’re in for this year. This podcast is for you, my dear, if you have ever been accused of having just a bit of a wild nature. We are women raising adult children, caring for our aging parents, working to work less but with more meaning. The theme here is #health, #wellness, #relationshipover40, and #travel. Now that you’ve lived a bit of life, I can only imagine that like me, you shifted a few times. What we wanted and needed in our 20 ...
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show series
 
Dalene's Father passed first very quickly after a fall that then revealed heart failure and possible bladder cancer at the age of 89. He was the caretaker at the time for her Mother who had been diagnosed with Alzheimer's. As a family, they took over that caretaker role for 14 months until she passed at the age of 88. After Dalene's Mother passed, …
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Send me a message! What do you want to see more of? In this episode of the Wealthy After 40 podcast, I welcome Financial Coach, Elizabeth Rosenberg. Elizabeth is a former corporate finance professional and today she discusses her mission to empower parents to raise financially savvy children through her initiative 'Grow My Piggy'. She shares her ex…
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We respectfully remember our good friend Jorgie Skeen and thank his wonderful wife Shaneen for allowing us to continue to use his Acknowledgement to Country in the podcast. Rest in Peace our dear friend. We will be on break for a few weeks while Mark is in Nottingham, England representing Australia at the Touch Football World Cup! Support us throug…
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Send me a message! What do you want to see more of? In this episode, I explore the pros and cons of automating your finances. I cover key areas like savings, investments, and debt repayment. I also share how to set yourself up for success by having a solid plan before automating. 00:00 Introduction: Is Automation the Answer for Better Finances? 00:…
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Heather's Mother died of a bleeding heart, literally. Heather describes her Mom as the most kind, giving, self sacrificing person she has EVER met. She was 52 years old when she passed. She had severe diabetes and multiple conditions associated. Heather discusses how the feeling is so surreal because she is currently 50 and life feels like it's jus…
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Send me a message! What do you want to see more of? If you constantly feel short on cash, tune in to this episode to uncover whether it's more a matter of perception than reality. I'll guide you through identifying if your financial stress is driven by feelings or facts and provide actionable steps to address either situation. 00:00 Introduction: D…
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Send me a message! What do you want to see more of? In this episode of the Wealthy After 40 podcast, I interview Lisa Ziderman, a matrimonial attorney and certified divorce financial analyst based in New York. Lisa discusses the critical steps to prepare for a financially successful divorce, emphasizing the importance of gathering financial documen…
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Natalie's Mom died of a sudden heart attack at age 54. Natalie joins us to discuss the profound impact her Mother had on not just her life but her family as a whole. Natalie discusses how her experiences with loss have helped her in her line of work and how she has used it to strengthen the bond in her family. Support us through Patreon: https://pa…
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Send me a message! What do you want to see more of? In this episode, I share a personal financial journey on navigating the process of making a large purchase—in this case, buying a new home. Using that story as an example, I provide key advice including defining your purchase criteria, understanding your financial situation, avoiding desperation, …
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Friend of the Podcast Tamara Fox comes back for a 3rd time. But this time sharing her learning as a professional working in the grief space. Specifically the work she does with Workplaces and how she works with businesses in how to support employees dealing with grief. Support us through Patreon: https://patreon.com/RememberingThemPodcast?utm_mediu…
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Send me a message! What do you want to see more of? In this episode, I share advice and tips to becoming your own financial advisor. Key points include understanding your finances, setting clear financial goals, and managing debt. While financial advisors play a valuable role, individuals will understand their money best. Specific steps are shared,…
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Mercedes' Grandfather made it to 90 with every common health disease you can think of. High blood pressure, high cholesterol, diabetes, blindness, heart failure, etc. On paper, it is detrimental; in reality, he was strong. After 7 years of his passing, the emotional charge has lessened for Mercedes and she admits she can logically understand how hi…
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Send me a message! What do you want to see more of? In today's episode, we wrap up our series on savings with actionable steps for consistent savings growth and creating a personalized savings plan. Key highlights include understanding and ensuring enough funds to cover bills and spending, measuring savings progress beyond just account balances, an…
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Tywanah's Mother Lorraine passed from renal failure just shy of her 59th birthday. Tywanah joins the podcast to discuss their close relationship and how she has managed to stay close post her Mum passing away and the recent news that has changed her feelings toward the anniversary date of her passing. Tywanah's website: www.blackbutterflygoddess.co…
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Send me a message! What do you want to see more of? In this episode, we welcome public relations professional and podcaster Steve Mullen. Steve shares insights from his podcast 'Caregiving Gen X Style,' which he co-hosts with his wife, and also discusses his family's approach to financing their children's college education. The episode emphasizes t…
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Heather's Dad died suddenly, sort of, at the age of 57. Shortly after she moved across the country, he develop severe pain in his back and legs. It progressively got worst until he was bedridden. Heather's Dad had a sudden decline in health when she returned home to visit and when admitted to hospital had a massive stroke. He was admitted into a lo…
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Send me a message! What do you want to see more of? This episode of the Wealthy after 40 podcast features financial planner Sean Mullaney, President of Mullaney Financial and Tax, discussing the benefits of a Solo 401k for solopreneurs looking to save for retirement. Sean, also known for his FITaxGuy blog, shares his expertise on how self-employed …
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Friend of the podcast from last year, Cheryl Parker, rejoins the podcast to discuss her advocacy work inspired by the loss of her daughter Rachel verbalizing her willingness to donate her organs. After Rachel passed, Cheryl was given an opportunities to talk about her experience publicly and inspire those to work through their grief and being open …
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Send me a message! What do you want to see more of? Feeling behind on retirement savings and worried you will never be able to retire? This episode is for you. In this episode, I cover the following topics: How to define your retirement gap Five strategies to help close the gap and find success Importance of budgeting to achieve retirement Money fe…
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Suzy's Son died when he was 5 years old. He had a Mitochondrial disease and ultimately succumbed to Pneumonia. In 2020, Suzy's eldest Daughter Cameron’s body was found in a hotel in Portland, Oregon under very suspicious circumstances. Suzy joins us to share both heartbreaking stories and how she managed and is still working her way through the gri…
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Send me a message! What do you want to see more of? This episode features Rizek Housari, a Wealth Advisor, Certified Financial Planner, and CPA, discussing the benefits and strategies of using Health Savings Accounts (HSAs). The episode emphasizes the HSA's role not just for immediate medical expenses but as a critical part of a comprehensive finan…
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Join Wendy Campbell on "That Independent Streak Podcast" as she dives into the intriguing world of dating after 40 with special guest Donna Shugrue, renowned matchmaker and founder of Perfectly Matched in Colorado Springs. In this empowering episode, titled "How to Find the One Over 40," Wendy and Donna unravel the complexities of modern online dat…
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Kadin is an autistic college student, writer, and activist who is on a mission to spread awareness about autism throughout various platforms. He joins us to talk about a tennis great and person he considers a good friend although they never met in person, Lenny Simpson. Kadin was preparing to interview the tennis great but unfortunately passed away…
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Send me a message! What do you want to see more of? Today, we're diving into the world of savings accounts and uncovering the best options to match your financial aspirations. In this episode, I cover the following topics: Various savings account options and how to choose which aligns best with your goals Understanding the importance of defining yo…
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Lisa's Dad Bob passed peacefully away late last year and she is on a mission to spread some hope and positivity about dementia. Lisa published a book in September 2023 about their family's journey with his dementia and some of the lessons they have learnt about life as we have gone through it together as a family. Lisa's FB page: https://www.facebo…
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Send me a message! What do you want to see more of? This episode will help you create a successful foundation for your personal savings plan. Learn how to focus on your why and how to determine specific purposes to help you define the need for savings Hear relatable stories illustrating the impact of not saving and how it perpetuates financial stru…
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Our first Chat To A Professional episode for the year talking to the enigmatic Robina Courtin originally from Melbourne but has travelled all over the world and currently in New York City. Her life experience and decades of Buddhist learning makes for such an amazing chat. Support us through Patreon: https://patreon.com/RememberingThemPodcast?utm_m…
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Send me a message! What do you want to see more of? Navigating the Journey with Aging Parents as a Caregiver with Richard Hirsch Guest Richard Hirsch has been involved in the medical alert system industry for approx. five years currently the Chief Marketing Officer of UnaliWear. They are the makers of the most innovative medical alert system in the…
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We're back for 2024 after a long break. Mark and Ryan are really looking forward to talking to some wonderful guests and listening to their stories and memories of their loved ones and share how they've navigated through grief. Support us through Patreon: https://patreon.com/RememberingThemPodcast?utm_medium=unknown&utm_source=join_link&utm_campaig…
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Send me a message! What do you want to see more of? Craig Colvett, co-founder of Coach360, is a life and leadership coach from Denver, Colorado. He focuses on helping people effectuate change to better themselves whether that is in their career, personal relationships, mental health, time management, or transition periods. Through his two decades o…
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Send me a message! What do you want to see more of? We’re celebrating 50 episodes!! And top 10% of all podcasts globally! I chose the number 5 in celebration of today’s episode. 5 things I wish my younger self knew and the beginning of my finance journey AND 5 pieces of advice for listeners to take action with today GIVEAWAY: I am giving away one s…
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Send me a message! What do you want to see more of? Today’s episode is all about Financial Literacy! Financial literacy is the combined knowledge and skills required to make responsible and informed financial decisions that contribute to a sense of financial security and well-being. Knowledge of financial concepts like saving, investing, spending a…
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Send me a message! What do you want to see more of? Real estate investment, particularly in passive income options, offers a pathway to financial freedom for individuals of various backgrounds and stages in life. By leveraging strategic partnerships and innovative platforms, investors can access high-end real estate opportunities while minimizing r…
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🚀 Welcome to another electrifying episode of That Independent Streak Podcast, where we dive deep into the digital age's heart with the one and only Lauren Hug, author of "Digital Kindness, Digital Hope," and the "Digital Kindness Journal." This isn't just another tech talk; it's a journey into the transformative power of kindness, and the importanc…
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Send me a message! What do you want to see more of? In today’s episode, I share and discuss 8 common struggles and hurdles people face when learning and trying to move forward with budgeting. Eight (8) Common Struggles: Lacking goals and direction Tracking tool or method No element of fun Not spending enough time Not being flexible Not being realis…
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Dive into a world where your personal growth doesn't take a backseat, even as life speeds by! 🚀 Join us on "That Independent Streak Podcast" with your host, Wendy Campbell, as we sit down with the remarkable Dr. Carrie Johansson, author of "Self Help on the Go." In this empowering episode, Dr. Johansson shares her invaluable insights on integrating…
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Send me a message! What do you want to see more of? In today’s episode, I dive deeper into Financial Stability and how to create and build that foundation. Specifically we’ll focus on: How to avoid being financial fragile A different look at savings How to create “emergency fund” savings Preparing for a solid financial future Let’s Connect! Do you …
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Send me a message! What do you want to see more of? In today’s episode, I talk about Grant Sabatier’s Financial Freedom Levels Specifically we’ll focus on: The 7 Levels of Financial Freedom Definition of Each Level Action Steps to Move to the Next Level Determining What Financial Freedom Means To You If you’re a reader or audiobook listener, grab t…
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Send me a message! What do you want to see more of? Caregiving Chronicles: Stories of Financial and Physical Care In today’s episode, we talk with guest Danielle Muira, who recently found herself in a primary caregiving role. Listen to her story as she shares the rewards, effects, and advice she is now giving being on the flip side of this caregivi…
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Send me a message! What do you want to see more of? In today’s episode there are two questions we will be discussing and answering for you today. What is debt and what is debt management? Specifically we’ll focus on: Tips to manage your debt You choose that the payment will work How much debt to take on What types of debt What “things” are you will…
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In the latest episode of 'That Independent Streak Podcast', Wendy Campbell sits down with the formidable Donna Star, the brains behind DStar Coaching, for a riveting session that delves deep into the essence of solopreneurship and the power of personal branding for GenX women. This conversation isn't just a dialogue; it's a masterclass in navigatin…
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Send me a message! What do you want to see more of? In today’s episode we will be debunking myths and beliefs you may have about debt. The three for today’s podcast are: All debt is bad Debt should be avoided at all costs Debt is forever. If you are on a journey to pay off debt and handle debt, it’s important that you create your own rules around d…
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Send me a message! What do you want to see more of? Today’s episode is about looking at debt differently. Most of the time we are stuck looking at it and just want to get rid of it. This may be doing more harm than good. Have you ever heard the statement, “can’t see the forest for the trees?” Specifically in this episode, we’ll cover: How to stop l…
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Send me a message! What do you want to see more of? Today’s episode is with a wonderful guest from math teacher to financial advisor to enrolled tax agent. Listen to her amazing story and how she supports women in all financial situations. Soul Based Planning Saving for retirement “late” to the game Taxes in retirement and things we should know Dee…
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🔥🎙️ Welcome to "That Independent Streak" with your no-nonsense host, Wendy Campbell! This week, we're diving deep with the phenomenal Dalene Higgins. Tune in as we shatter the mold for of financial planning for GenX women everywhere. 🚀 🌟 In this episode: Dalene, a trailblazer in finance coaching joins Wendy to dish out some serious wisdom on how to…
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Send me a message! What do you want to see more of? Today’s episode is about helping our minds have a fresh start. Gaining clarity with numbers and vision will need our minds in the right space. Learn how to make that mindset shift from negative to positive as you head toward your financial vision. Discover what negative thoughts may be holding us …
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Send me a message! What do you want to see more of? During this episode, we’ll talk about creating a vision for your future. This future will more than likely be dependent on money. We dive in deeper to setting goals to get to the dream, your financial future, and the action steps for momentum and success. I also share a client story to demonstrate…
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Who made these rules anyway? You may be wondering what you’re in for this year. This podcast is for you, my dear, if you have ever been accused of having just a bit of a wild nature. We are women raising adult children, caring for our aging parents, working to work less but with more meaning. The theme here is #health, #wellness, #relationshipover4…
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Send me a message! What do you want to see more of? Gaining Financial Clarity - Reflection for a Successful Year Ahead Many of my clients need help with where even to start getting ahead with their money. Today’s episode is part 1 of 3, to help you find clarity with your finances and action steps to get moving forward. Be encouraged and guided to l…
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Hey there and welcome to that independent streak, I’m your host Wendy Campbell. You are in the right place if, like me, you enjoy great storytellers, you love the people who give you new insight into this experience we’re all living in. Our general focus here started around health, wellness, and travel, but I find the more conversations we have, th…
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