Nurse Your Soul With Lisa Dunlap Dreamvisions 7 Radio & TV Network podcast

4h ago 57:10

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#13 From Slopes to Success: Living Your Values with Guest Carlie, a Financial Planner & Adventurer

Join host Lisa on this special episode of "Nurse Your Soul" as she reconnects with her long-time college friend and snowboarding buddy Carlie, a values-driven financial planner, reminisces with Lisa about their adventurous days as poor snowboarders at Mount Baker 25 years ago. Together, they explore how they have woven their adventurous spirits and passions into their family lives today.

Carlie shares invaluable insights on how financial planning can help us follow our passions and lead a values-driven life. She introduces the concept of taking a sabbatical for career sustainability and avoiding burnout. Through engaging stories and practical advice, Lisa and Carlie discuss how aligning your values with your business or career makes work feel easy and fun.

Carlie also opens up about her personal struggles, including hitting rock bottom and battling trigeminal neuralgia, and the profound lessons these experiences taught her about life and business. Tune in this Friday at 7 a.m. or 7 p.m. on Dreamvisions 7 Radio Network to be inspired and empowered to live a life true to your values.

Speaker Bio:

Carlie Ransom, CFP®, AIF® is dedicated to helping mission-driven individuals balance their purpose and passions with financial security. Her journey began as a single science teacher seeking additional revenue streams. Despite making smart decisions, she realized there was still much to learn about investing. She noticed that her friends and community also lacked financial knowledge, inspiring her to start a financial planning practice so they could learn together.

After several years in the business, managing millions of dollars for hundreds of clients, including physicians, Carlie became determined to make financial planning more inclusive. This determination led her to connect with Danielle Hines, Maj. JD/LL.M, whose impactful financial education work resonated with Carlie's vision. Together, in 2024, they co-founded Equal Path Investments to simplify complex financial concepts, ensuring that financial success is both meaningful and accessible to everyone.

Website: https://equalpathinvest.com/

Tiktok: https://www.tiktok.com/@equal_path_invest

Show Links:

Snag Carlie's Free Course, "Impact and Income". Are you impact-driven but want more Financial Strategies? Uncover the 7 money misconceptions that hinder changemakers. Identify the exact three steps you need to take to overcome these misconceptions so that you can transform your financial situation into a joyful and productive practice. If you're ready to dive into the full "Impact and Income" Course, click here and use the code: NurseYourSoul, to receive the $50 discount.

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