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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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
 
Send us a Text Message. 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, and being aware of market co…
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Send us a Text Message. 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, such as educating oneself o…
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Send us a Text Message. 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, and saving with clear intentio…
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Send us a Text Message. 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 the importance of budgeting, …
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Send us a Text Message. 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 individuals can effectively …
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Send us a Text Message. 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 fears that may be holding you …
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Send us a Text Message. 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 financial and retirement strategy…
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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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Send us a Text Message. 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 your goals and prioritizing th…
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Send us a Text Message. 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 struggles Explore common myths a…
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Send us a Text Message. 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 industry. Rich also has a 9…
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Send us a Text Message. 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 of experience in the financia…
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Send us a Text Message. 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 spot to my 4-month signature …
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Send us a Text Message. 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 and borrowing is the foundati…
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Send us a Text Message. 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 risks and maximizing returns.…
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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 us a Text Message. 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 realistic Not including partner/sp…
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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 us a Text Message. 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 have questions about this ep…
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Send us a Text Message. 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 the book Financial Freedom A …
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Send us a Text Message. 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 caregiving journey. To connect with …
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Send us a Text Message. 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 willing to purchase with credit …
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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 us a Text Message. 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 debt. Let’s Connect! Are you …
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Send us a Text Message. 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 letting debt keep us financia…
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Send us a Text Message. 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 Dee Baze and Alphemita Fina…
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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 us a Text Message. 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 back How to restate those th…
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Send us a Text Message. 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 the application of each ste…
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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 us a Text Message. 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 look at your expenses through…
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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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Women In Business Coaching I should let you know that we actually recorded this well over a month ago. This has actually been one of my favorite shows to date, so I apologize for it taking so long to get out. Life got in the way, but in the best way as we brought another little baby love into my tribe. 😉 And then travel and a holiday and all those …
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Send us a Text Message. Amy is a strategic coach, and a part-time network marketer, and five years ago, she opened the doors to a new corporation called Amy Kemp, Inc. In this growing business, Amy uses the Habit Finder assessment tool in small group and one-on-one engagements to help leaders understand how deeply thought habits impact every part o…
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Send us a Text Message. Saving strategies to help you build an emergency fund on a tight budget Listen to today’s episode to find strategies and motivation to begin your journey with saving money in an emergency fund. Knowing how an emergency fund can support your money journey is important to being successful and growing not only that emergency fu…
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Send us a Text Message. Faron Daugs is a Certified Financial Planner™ and wealth advisor with more than 30 years of experience. As the founder and CEO of Harrison Wallace Financial Group, he serves as a go-to source and trusted advisor for his clients across the country. Based in Libertyville, Illinois, Harrison Wallace Financial Group provides com…
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My guest today is David Bernstein Founder of Life Force Project and Well Designed. He’s a connector of humans who are looking forward and leaning into their personal visions to establish a valuable and authentic impact. Now, he is curating some amazing retreats, and helping leaders in our global community enhance their workplace, connections and re…
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Send us a Text Message. Listen to today’s episode to dig deeper into the budgeting process. Most of the time it’s more than creating and tracking. I discovered that my entire budgeting journey was reflected in phases. With each phase, I was able to learn more and progress. Learning this information now, you’ll have a step up to conquering your figh…
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Send us a Text Message. The money journey is long, but it doesn’t have to be hard. The beginning will be definitely a learning challenge, but once you’ve figured out the pieces and have them running smoothly, it should be easy. Listen in as I share 6 tips to help you stay motivated when the going gets tough!! Realistic Change it Up Celebrate Accoun…
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One of the things I love best about the podcast is finding humans that I hope to keep in my tribe forever. Each conversation is special, I believe, because of the fluidity of the conversation. Patti Norris is so much more than a Mind-Body life coach. She's that warm friend that instantly sets you at ease and allows you the unspoken permission to fe…
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Send us a Text Message. Iva is a certified Chrisitian life and Neuro coach. I help ambitious, faith-filled women master their mindset so that they can build thriving profitable businesses. This is powerful transformative work that gets to the root of what is holding many entrepreneurs back from building the successful business that they dream of. I…
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Send us a Text Message. Savings the #1 Habit to Financial Security Today’s episode is all about the power of saving money. By learning how to become a saver, we are able to get rid of debt and grow our wealth. I not only share eight (8) ways savings can help us manage our money but also share strategies and tips for saving money and how to overcome…
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Send us a Text Message. Meera is a passionate advocate for women's empowerment and career success. She thrived as a Media Professional, honing her skills in the fast-paced world of media and communications. Despite this, she felt called to embark on a transformative journey of mentoring and coaching women. With her unwavering commitment to empoweri…
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Send us a Text Message. Three pillars of wealth are: Saving, Spending, and Investing. We’ll discuss each and give ideas on bolstering that pillar. As we discuss today’s three pillars, think of how your strategy should give equal attention to all three. Not all three simultaneously, but each one and how it supports the others. Listen in as I share: …
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My guest today has lived a hundred lives, a virtual human phoenix, school at the Citadel where he played NCAA basketball, then to the marketing department at Wendy’s Corporate, a few criss-crossing moves around the country, a deep pivot to police officer and SWAT hostage negotiator, and then, seemingly out of nowhere in 2012 he was diagnosed with a…
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Send us a Text Message. Today’s episode is all about reframing your negative budget behaviors. Knowing what behavior you need to replace and with what new habit or behavior. Listen in as I share common “money” or budget behaviors and how to change them: Avoidance Restrictive Frustration Complacency Overwhelmed Overspending Let’s Connect! 💸 Break Fr…
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Linda King - The Smart Travelista Linda Kinda is the author of the Smart Travelista Book Series of Travel guides, a travel writer and blogger. She’s founded the Smart Travelista, a newsletter and website that offers you tips on how to find the best travel deals, and how to plan for every trip you take. As an early traveler, turned financial manager…
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Send us a Text Message. Tara Trantham is a stay-at-home mom fueling her family’s FI/RE with focus groups. Listen in as she shares: Why she loves FIRE Finding her way as a stay-at-home mom How focus groups became her side hustle How to get into focus groups Who they are best for Connect with Tara! Instagram Let’s Connect! 🌻 Send me a DM on Instagram…
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Send us a Text Message. Have you ever wondered the difference between a financial coach and a financial advisor? Today’s episode I explain the necessary role of each in your journey to financial freedom. Listen as I share: When each role is applicable How they complement each other What it looks like to work with them How to choose which one or bot…
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Send us a Text Message. Alfredo Zapata, originally from Mexico, is a nutritionist, fitness coach, speaker, and author. For the last 30 years, he has been studying physical and mental performance and different techniques to keep the body healthy in an unconventional way with his program *Connect Mind and Body*. He lived in Los Angeles for over 28 ye…
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