LIVE WELLthy™ - podcast cover

LIVE WELLthy™

Dawn Dahlby, CFP®, BFAdawndahlby.com
Think differently about your wealth! Tired of feeling like you have to choose between enjoying today and saving for tomorrow? Why not have both? The LIVE WELLthy™ podcast is here to help you learn about comprehensive financial planning. Hosted by Dawn Dahlby, CFP®, BFA, and CEO of Relevé Financial Group. New episodes every other Tuesday.
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Episodes

Why Financial Freedom Feels So Out of Reach for Women (WHAT'S REALLY GOING ON?)

Why does financial freedom feel so far away—even for successful, hardworking women? In this empowering episode, Dawn Dahlby unpacks the real reason so many women feel stuck with money and reveals the mindset, emotional shifts, and strategic steps needed to finally claim the wealth and peace you deserve. Ready to stop chasing money and start living WELLthy™? Let’s go. 🎟 Join us at the 360 Live WELLthy™ Experience → www.wellthy360.com

Aug 05, 202510 min

The 1% Chance That Changed Everything: How Amberly Lago Rebuilt Her Life and Wealth

The 1% Chance That Changed Everything: How Amberly Lago Rebuilt Her Life and Wealth What happens when you’re given a 1% chance of saving your leg—and your entire life turns upside down? In this powerful episode of The Live WELLthy™ Podcast, Dawn Dahlby sits down with author and speaker Amberly Lago, who shares her unbelievable journey from tragedy to transformation. After surviving a catastrophic motorcycle accident, 35 surgeries, and $2.9 million in medical expenses, Amberly lost her career, he...

Jul 22, 202529 min

Why Time, Not Money, Is the Real Secret to Wealth

Think more money equals more freedom? Think again. In this episode, Dawn Dahlby—Certified Financial Planner™, Behavioral Financial Advisor, and CEO of Relevé Financial Group—reveals why mastering your time is the real secret to building lasting wealth. You’ll learn:✅ Why the wealthy protect their calendars more than their cash✅ How to align your time with your values to increase income✅ The 35,000 daily decisions that are impacting your bank account✅ Why scrolling and “noise” may be costing you ...

Jul 08, 202516 min

The Million Dollar Strategy Hiding in Your Taxes

What if the money you’re sending to the IRS could actually fund your retirement? In this episode, Dawn Dahlby—Certified Financial Planner and CEO of Relevé Financial Group—reveals how she and her husband turned $88,000 in taxes into a million-dollar retirement plan using a strategy called entity stacking. If you’re a business owner, consultant, or high-income earner, this episode could save you six figures and change your financial future. 🔗 Ready to see if this strategy works for you? Take the...

Jun 24, 202514 min

You’re Losing 50% of Your Wealth Without This Plan (Estate Planning for Business Owners)

🔗 Get a FREE Financial Assessment review here: https://relevefinancialgroup.com/complimentary-financial-assessment/ Avoid the #1 mistake that costs entrepreneurs and small business owners up to half of their hard-earned wealth — not having a solid estate and legacy plan. In this episode, Dawn Dahlby, CFP® and Behavioral Financial Advisor, breaks down why estate planning isn’t just for the ultra-wealthy — it’s a must if you want to protect your business, your values, and your family from unneces...

May 27, 202520 min

Grow It: How to Invest, Minimize Taxes, and Build Lasting Wealth

Ready to make your money work for you? In this episode, Dawn Dahlby—Certified Financial Planner™, the nation’s first Behavioral Financial Advisor®, and CEO of RELEVÉ Financial Group—shares the final step in her Own it, Earn it, Grow it framework. You’ll learn how to:✅ Build a smart, diversified investment plan✅ Minimize taxes through powerful strategies✅ Protect your wealth and create lasting financial freedom Whether you’re an executive, entrepreneur, or high achiever, this episode will help yo...

May 13, 202521 min

Earn It: How to Maximize Your Income and Spend Smarter

In this episode of The Live WELLthy™ Podcast , Dawn dives into the second phase of her signature framework: Earn It . Whether you’re a high-level executive, small business owner, or ambitious side hustler, this episode will show you how to increase your income by working in your strengths, explore new income opportunities, and get crystal clear on spending with intention. Dawn shares practical strategies for: • Advancing your career or pivoting industries • Turning your strengths into scalable i...

Apr 29, 202518 min

Own Your Wealth: How to Align Your Money with Your Core Values

Free Core Values Exercise https://www.buildwealthandworth.com/corevaluesexperience You’re not broke—you’re misaligned. In this episode, I break down the Own It phase of my Own it, Earn it, Grow it framework and show you how to stop chasing wealth that doesn’t fulfill you. If your money isn’t aligned with your core values, you’ll always feel like something’s missing—no matter how much you earn. I’ll walk you through identifying what truly matters, spotting misalignment in how you spend your time ...

Apr 15, 202520 min

Grit, Grace, and Growth: Corree Roofener’s Journey to Redefine Wealth

What does it really mean to be wealthy? In this raw and powerful episode, Dawn sits down with Corree Roofener—entrepreneur, foster mom of six, and financial coach—who shares her incredible journey from scarcity to strength. Through tragedy, bankruptcy, and breakthrough, Corree discovered how to align her money with her mission and build a life filled with purpose, adventure, and family. 👇 Connect with Corree: CRFinancialFoundations.com https://www.instagram.com/correeroofenercoach/ https://www....

Apr 01, 202540 min

Stop Chasing Money: Know How Much is Enough

🔗 Ready to grow your wealth? Fill out our financial assessment here: https://bit.ly/BONUSFinancialAssessment Tired of feeling like you’re always chasing more money but never feeling secure? In this episode, Dawn reveals how to discover your enough number and stop the endless cycle of financial stress. Learn the six key pillars of comprehensive financial planning that will empower you to live with confidence today while securing your tomorrow....

Mar 18, 202524 min

Financial Blind Spots: The Top 5 Missed Opportunities Costing You Thousands

🔗 Ready to grow your wealth? Fill out our financial assessment here: https://bit.ly/BONUSFinancialAssessment Are you unknowingly leaving thousands—or even hundreds of thousands—on the table? In this episode of The Live WELLthy™ Podcast, Dawn Dahlby, Certified Financial Planner and Behavioral Financial Advisor, reveals the top 5 missed opportunities that could be silently draining your wealth. Just because you have a financial advisor doesn’t mean you’re getting comprehensive advice. Dawn breaks...

Mar 04, 202520 min

Redefining Wealth Part 2: Earn From Your Strengths. Spend From Your Values.

Ready to grow your wealth? Fill out our financial assessment here: https://bit.ly/BONUSFinancialAssessment Start your CORE Values here: https://www.buildwealthandworth.com/corevaluesexperience Unlock the secret to financial freedom by aligning your income with your strengths and your spending with your values. In this episode, Dawn Dahlby shares actionable insights to help you grow your wealth while living a life that reflects what matters most to you....

Feb 18, 202533 min

Redefining Wealth Part 1: How Much Is Enough?

🔗 Ready to grow your wealth? Fill out our financial assessment here: https://bit.ly/BONUSFinancialAssessment How much is enough to live the life you truly want? In this episode, Dawn Dahlby uncovers the philosophy of Living WELLthy™, redefining wealth beyond numbers and financial goals. Discover how setting financial standards and aligning them with your values can lead to lasting fulfillment and freedom.

Feb 05, 202516 min

The Wealth-Building Power of Real Estate: Lessons from My First Fix and Flip

🔗 Ready to grow your wealth? Fill out our Financial Assessment here: https://bit.ly/BONUSFinancialAssessment In this episode, I’m sharing my firsthand experience with my very first fix and flip—what worked, what didn’t, and the key lessons I’ve learned about building wealth through real estate. Whether you’re an entrepreneur looking for new income streams or just curious about getting started, this episode will give you the insights you need to take action! 📌 Learn how to: ✅ Find the right pro...

Jan 21, 202525 min

The $300,000 Question: What’s the Real Cost of Doing Nothing with Your Money?

➡️ FREE Financial Assessment : https://bit.ly/BONUSFinancialAssessment Is doing nothing with your money really costing you? In this episode, Dawn breaks down the shocking hidden costs of financial inaction—up to $300,000 or more over your lifetime. Discover the tangible and intangible consequences of procrastination, how to spot inefficiencies in your current financial plan, and actionable steps to take control of your wealth today. Don’t let inaction rob you of the life you deserve!...

Jan 07, 202521 min

Redefining Wealth: A Bold Vision for 2025 and Beyond

➡️ FREE Financial Assessment: https://bit.ly/BONUSFinancialAssessment In this episode of The Live WELLthy™ Podcast, Dawn Dahlby shares a bold vision for 2025, redefining what it means to "Live WELLthy.™" Discover how aligning your financial, personal, and spiritual growth can empower you to be and have enough—unlocking a life of freedom, fulfillment, and abundance. Start the new year with purpose and a plan!

Dec 24, 202428 min

Top 10 Tax Moves to Take Action on Before the End of 2024

Don’t let the year-end sneak up on your finances! In this episode of The Live WELLthy™ Podcast , Dawn shares the top 10 tax strategies you need to implement before December 31st. From maximizing deductions to cutting your tax bill, these tips will help you save money, reduce stress, and set yourself up for an abundant holiday season and beyond. FREE Financial Assessment: https://bit.ly/BONUSFinancialAssessment...

Dec 10, 202423 min

Want More Money? The Secrets of Smart Financial Decisions

Want more money in your life? In this episode, Dawn Dahlby dives into the smart financial decisions and tax-saving strategies that can help you grow your wealth, reduce stress, and make the most of every dollar—without sacrificing today’s enjoyment for tomorrow’s security Financial Assessment

Nov 12, 202420 min

The Power of Financial Education: Boost Employee Morale and Business Profits

Financial stress impacts productivity and workplace morale—but it doesn’t have to. In this episode, Dawn Dahlby reveals how effective financial education can empower employees, reduce stress, and boost your business’s bottom line. 📲 Connect with Dawn Dahlby Website: https://dawndahlby.com/ Facebook: https://www.facebook.com/dawndahlby Instagram: https://www.instagram.com/dawndahlby/ LinkedIn: https://www.linkedin.com/in/dawn-dahlby/ 👍 Like, Subscribe, Comment, Share, and keep learning how to L...

Oct 29, 202424 min

Tax-Efficient Investing: Maximizing Your Returns

Maximize your investment returns with tax-efficient strategies! Certified Financial Planner Dawn Dahlby explains how to optimize your portfolio by balancing taxable, tax-deferred, and tax-free accounts. Learn the importance of diversification, managing risk, and rebalancing your investments to reduce taxes and increase performance. • Why tax efficiency boosts returns • How to balance different account types • Importance of rebalancing and diversification Subscribe for more financial insights to ...

Oct 15, 202417 min

Core Values and Cash: How Couples Can Turn Money Friction into Freedom

In this episode of The Live WELLthy Podcast, Dawn Dahlby shares practical tips for couples to transform money-related stress into financial harmony. Learn how understanding core values, improving communication, and creating a shared financial vision can bring you and your partner closer. Tune in for actionable steps that can help you turn financial friction into lasting freedom! Don’t forget to take the free core values exercise linked above to kickstart your journey! 𝐅𝐫𝐞𝐞 𝐂𝐨𝐫𝐞 𝐕𝐚𝐥𝐮�...

Oct 01, 202426 min

Stop Budgeting, Start Living: Building a Spending Plan that Works

In this episode of The Live WELLthy Podcast, Dawn Dahlby breaks down why traditional budgeting doesn’t work and how to build a spending plan that lets you live guilt-free today while securing your financial future. Say goodbye to restrictive budgets and hello to smart spending with Dawn’s 𝟏𝟎/𝟐𝟎/𝟑𝟎/𝟒𝟎 𝒓𝒖𝒍𝒆. It’s time to stop budgeting and start living!

Sep 17, 202431 min

Unlock Your Financial Power: Mastering Your Mind and Money to Transform Your Life Part 2

In this episode, Dawn dives deep into the critical steps to earning more income and making the most of your wealth. You’ll learn: • The importance of leveraging time and how it can exponentially increase your income. • How to focus on your strengths and build a team that complements your talents. • Tactical ways to minimize taxes and make your money work for you. • Why investing in yourself and your future is the best decision you can make for long-term wealth. Remember, it’s not just about maki...

Sep 03, 202443 min

Unlock Your Financial Power: Mastering Your Mind and Money to Transform Your Life Part 1

Join Dawn Dahlby as she dives into how your mindset shapes your financial future. Learn three key steps to maximizing your money: Getting comfortable with money Leveraging your time to increase income Making your money work for you Dawn shares personal insights on overcoming negative patterns and how your thoughts, emotions, and behaviors directly impact your wealth. Whether you're just starting or looking to optimize your finances, this episode will guide you toward living the life you deserve!...

Aug 20, 202441 min

The Real Cost of Hiring a Financial Advisor: Part 2

Welcome back to The Live WELLthy™ Podcast! In This episode, Dawn Dahlby, CFP® BFA and CEO of Relevé Financial Group continues to dive deep into the true value of financial advice. In this episode, Dawn breaks down: • Understanding fee structures: flat fee vs. AUM • Tax strategies and investment planning • Benefits of institutional access to alternative investments • Behavioral financial advice and value alignmentDawn also highlights the importance of behavioral financial advice, ensuring your sp...

Aug 06, 202443 min

The Real Cost Of Hiring A Financial Advisor: Part 1

Are you confused about the true cost of hiring a financial advisor? You’re not alone. In this episode, certified financial planner and behavioral financial advisor Dawn Dahlby dives deep into the often misunderstood world of financial advisor fees. In This Episode: • Dawn addresses the common misconceptions about the cost of financial advice. • Learn about the different ways advisors get paid, from flat fees to assets under management (AUM). • Discover why understanding these costs is crucial to...

Jul 23, 202437 min

The Role of Core Values in Business and Personal Growth with Jaime Taets

In this episode of the Live WELLthy™ podcast, Dawn Dahlby chats with Jaime Taets, Chief Vision Officer of Keystone Group International. In a candid conversation, Dawn and Jaime explore the parallels between financial planning and corporate strategy, highlighting how both require a foundation of core values and a mindset geared toward growth. Jaime also shares her personal insights on managing energy, the importance of embracing change, and the impact of individual and business values on overall ...

Jul 09, 202439 min

Brooke Hemingway: Aligned and Abundant, The Journey to The Good Life

In this episode of The Live WELLthy™ Podcast, Dawn Dahlby chats with Brooke Hemingway, founder of The Good Life, about living an aligned and abundant life. Discover how to balance a successful business with a happy home, align your actions with your values, and embrace joy and fulfillment. Highlights: • Defining “the good life” on your own terms • Balancing business success with family life • Brooke’s inspiring journey of transformation • The role of faith and spirituality in achieving abundance...

Jun 25, 202440 min

From College Hoops to Corporate Heights: Stacy Janicki's Inspiring Journey

Join Dawn Dahlby and one of her long-time clients, Stacy Janicki, in this inspiring episode as they explore Stacy’s journey from basketball stardom at Notre Dame to financial independence. Discover how Stacy and her husband, Kevin, overcame financial struggles, achieved financial security, and balanced their passions with smart investing. Stacy shares valuable insights on disciplined saving, the importance of a supportive environment, and living in alignment with core values. Learn how her love ...

Jun 11, 202438 min
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