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We did not go into this conversation easily. Talking about money isn’t something we’re comfortable with. The question, what about money is important to you, is a hard one for us to answer. We don’t want to think about it. In fact, the culture of consumption, accumulation, marketing and money-making turns us off, provokes waves of nausea. And even brings up shame. But this conversation was different. Laura Rotter brought a plot twist. It was pleasant, open, hopeful and even spiritual. Take a listen, if you can, we promise you will have fun.

Joining me on The Struggle is Real is Laura Rotter, Founder of True Abundance Advisors. Laura gives a lot of reflective advice on career exploration, how to go about pursuing a new life direction, and shares a technique to treat your personal finances like a business owner.

From podcast host, Andi Simon: Laura is the founder of True Abundance Advisors, a financial life planning and wealth management firm. As she tells you her life journey, her story will resonate with you. She is a great woman to interview and share her journey with our listeners. I know you will gain knowledge about yourself, your business, and what makes you truly happy. Are you living to work or working to live?

Laura Rotter, CFA, CFP is the owner of True Abundance Advisors, a heart-centered, values-based financial planning firm based in New York. After a successful career managing money for institutional investors including Citicorp and Para Advisors, Laura discovered mindfulness practices and was drawn to guide professionals facing a big life change to achieve both financial security and life satisfaction. Since making her shift, she has been featured in CNBC, the Wall Street Journal, and Westchester Senior Voice, is on the advisory council of Impact100 Westchester, a women’s group giving organization, and volunteers with My Money Workshop, teaching financial literacy to underserved communities.

Laura Rotter spent almost 3 decades managing institutional investment portfolios on Wall Street in the 100's of millions of dollars to even over a billion dollars for firms including Citicorp and Para Advisors. She left that world after some changes in the industry and losing her spark to found True Abundance Advisors. This is a company which is centered around how you can manage your money and portfolio to support your life rather than the other way around.

You have a relationship with money based on events and circumstances from the moment you were born. How you tell your money story is a reflection of your values. In this episode, I’m joined by Laura Rotter – a heart-centered, values-based financial planner and the owner of True Abundance Advisors. Laura spent almost 30 years working for some of the largest institutional investors, such as Citicorp and Para Advisors. Today, Laura utilizes her mindfulness practices and helps professionals facing big life changes to achieve financial security and life satisfaction.