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

DO I NEED A FINANCIAL ADVISOR?

In this episode, Dawn answers the crucial question: "Do I need a financial advisor?" Dawn explores her own journey of helping millionaires become multimillionaires and the realization that those striving for financial success could benefit even more from the guidance of a fiduciary Certified Financial Planner (CFP®). Tune in to discover why having a financial advisor is essential for building wealth and achieving financial goals.

May 28, 202420 min

The Power of your Beliefs with Moira Kucaba

Tune in to our latest podcast episode, "The Power of Beliefs" with Moira Kubaca, where we explore the profound impact of authenticity and vulnerability in our lives. Moira discusses the importance of peeling back the facade and embracing our shared human experiences of pain, struggle, and fear. Join us as we delve into the journey of self-acceptance and the power of feeling worthy. Don't miss out on this enlightening conversation!

May 14, 202434 min

Keep More of Your Hard-Earned Money: The Ultimate Guide To Investment Tax Strategies

Explore the hidden impacts of taxes on your financial landscape in our latest podcast episode. Discover why taxes are likely your biggest expense and how they shape not only your income but also your investments and financial decisions. Uncover the truth about taxes – your biggest expense – and learn how they impact not just your income, but also your investments and financial decisions. Don't miss out on this eye-opening discussion – tune in now and take control of your financial future!...

Apr 30, 202417 min

Escape the Cash Trap: 7 Reasons to Move Your Cash and Maximize Your Growth

Have you ever pondered the hidden costs of keeping your money stagnant in cash? Join us as we dive deep into the concept of the "Cash Trap" and its implications on your financial well-being. Discover the seven compelling reasons why reallocating your funds from cash into the market could be a game-changer for your financial future. In a world where every dollar counts, it's essential to ensure that your money isn't just sitting idly by. While having cash on hand for emergencies is crucial, letti...

Apr 16, 202417 min

Nothing More Powerful Than Mental Toughness with Coach Darleen Santore “Coach Dar”

Do not miss this transformative episode where we dig into the power of mental toughness with Coach Darleen Santore “Coach Dar”. We'll explore the depths of resilience, determination, and unwavering mindset that define this remarkable trait. From real-life stories of triumph over adversity to practical strategies for building resilience, this episode is a captivating journey into the human spirit. Whether you're seeking to overcome challenges, achieve your goals, or simply cultivate a stronger mi...

Mar 28, 202433 min

Do You Know Your Number? How Much is Enough?

In this episode, we tackle the burning question that often keeps us up at night: "How much money is enough?" As a seasoned financial planner, Dawn sheds light on the importance of understanding your unique financial needs and aspirations to live comfortably both now and in the future. Dawn also explains the importance and ease of getting started with investing. Follow THIS LINK to open a Charles Schwab account today. Join Dawn as she digs into the life-changing concept of "knowing your number." ...

Feb 27, 202419 min

The Journey of an Entrepreneur: Struggle to Success with Bennett Maxwell

Tune in to hear from Bennett Maxwell, Founder of Dirty Dough Cookies. Bennett started selling franchises in December 2021 and, in the first seven months, has franchised over 89 stores – so he knows a thing or two about the entrepreneurial journey! Passionate about building purpose-driven companies, Bennett believes businesses should be driven first and foremost by a higher purpose. He saw the potential of Dirty Dough to show others that life isn’t always clean and perfect. Sometimes it is Dirty ...

Feb 13, 202429 min

Cracking Through Insecurities: A Journey to Being Enough with Adam Jablin, Founder of The Hero Project

Join us in this powerful episode as I sit down with Adam Jablin, the Founder of The Hero Project , to dig into the transformative journey of becoming the hero in your own story. From addictions to business and family, Adam shares the valuable lessons he learned through his own struggles and how he guides others to discover their true selves. Adam shared his "Journey to Enough" - he opened up about his own experiences of feeling judged and insecure due to his body image. As the so-called "fat kid...

Jan 30, 202436 min

Master Your Money Mindset for Wealth and Well-Being | LIVING WELLthy in 2024 and Beyond

Move over scarcity mindset and get un-stuck and feel good as hell with your money and your life! 🌟 Unraveling the Money Mindset: Move over scarcity mindset! Discover the secrets to breaking free from overspending or over-saving fears. On the "LIVE WELLthy Show" we dive into the heart of financial well-being, helping you navigate the delicate balance between living for today and planning for tomorrow. 🌟 How Much is Enough?: Join us as we tackle the ever-elusive question of "how much is enough."...

Jan 16, 202424 min

Buy Back Your Time and Realize, You ARE Enough! -with Dan Martell

Dive into this episode where I talked with Dan Martell, an award-winning Canadian entrepreneur, investor, coach. And best-selling author of “Buy Back Your Time” which is fantastic timing for TAKING CONTROL IN 2024! 🎙️ Take control of your money, business, time, mindset, and LIFE! Tune in and hear Dan’s take on how you’re using your free time can make or break your success. And his secret: It’s not about working harder or finding more time to do work. Let’s maximize your time and make sure your ...

Jan 03, 202451 min

Budgets Suck! Create your Spending Plan instead!

We're shaking things up in the finance world and saying goodbye to budgets – yes, you heard it right! We’re all about embracing a Spending Plan that aligns with your life and brings joy to your financial journey. 🎉 In this episode: 🎙️ We dive into the 40 30 20 10 system – a transformative approach to managing your money that’s all about living life to the fullest, not about restrictions. 🎙️ Discover why investing is a must-do, not a maybe. We're talking about turning your money into your most...

Oct 31, 202326 min

How to Invest Your Hard-Earned Income with Jake Fromm

Ever feel there's more to the financial world than meets the eye? 🔍 Today, you're in for a treat! Let's uncover the mastermind behind our top financial strategies: Jake Fromm, affectionately known as 'Jake No Mistake.' 🌟 Jake and I take a deep dive into essential money management tips, sharing hidden gems that can boost your financial prowess. 🚀 But it's not all numbers – you'll also hear Jake's personal journey from Midwest roots to finance maestro. What lessons can his story offer you? How ...

Oct 25, 202333 min

GROWTH with Chris Lee

Welcome back to another captivating episode of the Live WELLthy Podcast! Join me, your friendly host, Dawn Dahlby, as we embark on an enlightening conversation with the incredible entrepreneur and business growth expert, Chris Lee. 🚀 Key moments: 01:00 - Who is Chris Lee 04:40 - Most people don't need a college degree 12:52 - Deciding to build a business 17:40 - "Paid" education 22:50 - The importance of being transparent 30:30 - Most business owners don't understand marketing 35:20 - Final tho...

Oct 17, 202341 min

3 Tax Saving Mistakes Small Biz Owners & Network Marketers Make Part 3

In this episode of the Live Wealthy podcast, I'm diving deep into the world of tax-efficient wealth building. Join me as we explore the often-missed opportunities for reducing your tax burden and securing your financial future. 00:31 - Tax Write-Offs 02:25 - Investing in Your Future + Retirement Plans 07:10 - Roth IRA vs. Traditional Plans 11:56 - Health Savings Accounts Tune in for actionable insights on reducing your tax liabilities today while building a more secure tomorrow. It's time to liv...

Oct 03, 202322 min

3 Tax Saving Mistakes Small Biz Owners & Network Marketers make Part 2

📊 Think you've mastered the tax game by nailing those BIG write-offs? Hold on! Uncover more than 125 lesser-known chances for business owners to slash expenses—an area most entrepreneurs overlook. Join me in this episode as I unveil specific examples, demonstrating how you can retain more funds for self-investment and business growth. 💸🎙️ Key moments: 01:57 - Why most entrepreneurs miss their full tax write-offs 4:52 - Overlooked expenses that can be written off 7:33 - DISCLAIMER!!! 10:14 - F...

Sep 06, 202322 min

3 Tax Saving Mistakes Small Biz Owners & Network Marketers make Part 1

🎙️🌟 Are taxes just another daunting aspect of running a business, or could they be your secret weapon for unprecedented growth? Welcome to a game-changing episode that shatters the myths and misconceptions surrounding taxes, designed exclusively for visionary entrepreneurs like you. Join me, Dawn Dahlby - a.k.a. D-Money - where on this episode we crack the tax code and unveil the untapped potential they hold for your business. The first of a new series where we'll dive into invaluable strategi...

Aug 23, 202318 min

Embracing Financial Empowerment with Kimberly Bannwarth

I'm thrilled to introduce Kimberly Bannwarth, Vice President, Co-Founding Partner, Managing Director, and Private Wealth Advisor at Relevé Financial! Join us as we share our journey of bringing Relevé to life and how we broke stereotypes to build a thriving business by inspiring people to think differently about their wealth so they can LIVE WELLthy™ today and tomorrow. In this podcast you'll learn how: Wealth management works differently for everyone - and how you can incorporate lessons into y...

Aug 08, 202331 min

The Art of Spending: Enjoying Your Money Without Guilt

Dawn discusses the art of spending and how to enjoy money without feeling guilty. Learn the 3 conditions you should meet before spending your money how you want. Dawn shares personal experiences and tips for enjoying spending money and offers free resources to help you on your financial journey. In this episode, Dawn discusses: Developing a guilt-free relationship with spending Aligning spending with core values Following 3 rules for positive spending habits The key moments in this episode are: ...

Jul 25, 202321 min

10 Money Management Rules for Teens & Young Adults: A Conversation with My Daughter

Host Dawn Dahlby chats with her daughter, Olivia, about managing money. This unscripted conversation is designed to help listeners in their college years or just starting out in the workforce understand and get on the right financial path. Listeners will learn: The importance of avoiding credit card debt Tips for investing your savings and the power of compounding interest Strategies that parents can use to help their children build credit The key moments in this episode are: 00:00:00 Intro 00:0...

Jul 11, 202337 min

GROW IT: How to Build Your Financial Plan

Wealth Advisor and Financial Planner Dawn Dahlby shares tips on how to make, keep, and save money. Continuing the three-part podcast, this episode focuses on “Grow It”. Listeners will learn the importance of: Having a financial plan Seeking advice from a trusted advisor Creating a wealth alignment plan Committing a percentage of income to the future Having a fluid financial plan that can adapt to changes in life The key moments in this episode are: 00:00:00 Intro 00:02:40 Financial planning impo...

Jun 27, 202329 min

Stephani MacKenzie's Journey PART 2: From Debt Struggles to Financial Freedom

Join host Dawn Dahlby in the second installment of this 2-Part series as she provides live financial advice to the relatable and determined Stephani MacKenzie, who seeks to overcome personal and financial obstacles to achieve her goals and build wealth. In this 2-part series, you will: Grasp the fundamentals of debt management, including consolidation and refinancing, for a solid financial foundation. Crack the code on addressing tax bills, utilizing compromise tactics, and collaborating with th...

Jun 13, 202333 min

Stephani MacKenzie's Journey PART 1: From Debt Struggles to Financial Freedom

Join host Dawn Dahlby in the first installment of this 2-Part series as she provides live financial advice to the relatable and determined Stephani MacKenzie, who seeks to overcome personal and financial obstacles to achieve her goals and build wealth. In this 2-part series, you will: Grasp the fundamentals of debt management, including consolidation and refinancing, for a solid financial foundation. Crack the code on addressing tax bills, utilizing compromise tactics, and collaborating with the...

May 30, 202335 min

Discover the S.T.A.R. Strategy for Career Advancement & Higher Income

Dawn (D-Money) Dahlby shares how to earn the right type of income and outcome by becoming a S.T.A.R. In this episode, you will learn about: Upgrading your skills Being more efficient with your time Becoming aware of other industries that could provide more income Taking responsibility for getting better results Understanding the influence self-improvement has on achieving new heights in life. The key moments in this episode are: 00:00:00 Introduction 00:04:20 Earning the right type of income and...

May 16, 202330 min

Discover Your 'Enough': Balancing Self-Esteem & Financial Goals

In this Mental Health Awareness Month, wealth advisor Dawn Dahlby challenges us to redefine our relationship with money, combining psychological and technical advice to build our internal security and external financial wealth and ultimately arrive at an abundance of true happiness. In this episode, Dawn talks about: Cultivating a strong mindset and self-worth for prudent financial choices. Breaking free from negative money beliefs that hinder wealth accumulation. Embracing a holistic perspectiv...

May 02, 202327 min

Staying True to Yourself with Loren Lahav: Knowing Your Worth

With a heart for service and a passion for providing community, Loren Lahav is helping women learn to Stay True and permit themselves to feel good about their lives! My special guest is Loren Lahav. If you don’t know Loren, you're in for a treat today! Loren is a transformational coach, author, and speaker with over 30 years of experience helping women love themselves and live their dream lives. She has worked with a diverse range of clients, from stay-at-home moms to Fortune 500 CEOs, and is kn...

Apr 10, 202329 min

Introduction to LIVE WELLthy, with Dawn Dahlby

Unlock the potential of building your wealth and your worth, and learn how to maximize your success! My new podcast is all about how to maximize income and investments and minimize debt and taxes in order to experience a guilt-free relationship with money. Building worth is about building self-esteem and having a healthy relationship with money, so that one can live for today and plan for tomorrow at the same time. By doing this, you can arrive at a place of fulfillment and build wealth in align...

Apr 06, 20234 min
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