Episode 151: Creating Peace of Mind Around Your Money with Laura Davis

<p><i><strong>For Episode 151 of the Wealth On Any Income Podcast, Rennie is joined by Laura Davis.Laura is a Holistic Financial Advisor who helps people overcome overwhelm so they can have peace of mind around their money. Her clients often refer to her as their financial therapist - she loves talking with them about how their money affects their life on a deeper level. No topic is off-limits.</strong></i></p><p>After years of working with high-net-worth clients, she started to realize that it was close to impossible for middle-income Americans to get fiduciary financial advice. Laura’s recently published book, <i>Earn Save Spend, An Illustrated Guide to Personal Finance</i>, addresses those needs.</p><p><i><strong>Would you like to have some peace of mind around your money?</strong></i></p><p><strong>In this episode, Rennie and Laura cover:</strong></p><p>1:54 The path Laura took to become a financial advisor from selling real estate and what inspires her to help middle-income Americans.</p><p>3:54 The charities that Laura donates both money and her time to, specifically Open Hand in Atlanta – a Meals on Wheels Program.</p><p>4:40 The people that Laura is looking to support - both typical wealth management clients and clients that would benefit from her book or online programs – those in the middle-income bracket.</p><p>7:01 How looking at your finances is never as overwhelming as you may think and some of the benefits of doing so.</p><p>7:37 What Laura identifies as her biggest mistake (or challenge).</p><p>10:02 Laura shares the benefits her clients have working with her and also a specific case study - that was one of her most challenging and illustrates it very well.</p><p>14:35 The reason that Laura thinks people don't get a handle on their money.</p><p><i><strong>Anybody out there who's listening who feels like ‘I can't get started because it's just, it's worthless’, or ‘I can only save so little, and it's meaningless.’ I promise you, small decisions, positive decisions can balloon into large positive out