EP. 97: ADHD and Managing Money with Michelle Nickel

<p><span style="font-weight: 400;">Join Tracy as she welcomes Michelle Nickel to Episode 97 of ADHD for Smart Ass Women. Michelle earned a degree in liberal arts and followed that up with an MBA. She went to work for a major brokerage firm at the age of 25.  Along the way she earned AAMS (Accredited Asset Management Specialist) and CFP (Certified Financial Planner) designations and also holds series 7, 63 and 66 Securities Licenses.  Working in a small town, Michelle did everything from making sure little old ladies didn’t run out of money, designed retirement plans, set up college savings accounts and everything in between.  Her favorite thing to do is to take a giant pile of financial statements and data and turn it into a comprehensible and workable plan for her clients. </span></p> <p> </p> <p><span style="font-weight: 400;">Michelle learned how to manage investments from her company, but managing day to day finances was harder, because of her ADHD. After 23 years working as an advisor, Michelle was able to retire at 48. Michelle lives with her husband and two teenage boys, both of whom have ADHD, in Alabama. </span></p> <p> </p> <p><span style="font-weight: 400;">Michelle shares with us:</span></p> <ul> <li style="font-weight: 400;"><span style="font-weight: 400;">The circumstances surrounding her ADHD diagnosis</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">Her ADHD symptoms</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">How to save</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">The importance of automating everything you can</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">How to save if we’re self-employed</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">What we should do with credit cards</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">How to pay bills</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">How to budget</span></li>