Each month we will be discussing all things related to seniors, their families and caregivers. In this segment, Laura Rotter, Financial Analyst and Certified Financial Planner, will be talking to us about how to plan financially before a move to Assisted Living.
I so enjoyed talking with Roshni Baronia on her Ace The Sales Podcast. We discussed how I built a financial life planning business, centered on helping professional women who are experiencing change use money as a tool to move forward with purpose.
Today’s guest, Laura Rotter, spent years working on Wall Street. One day, she woke up and realized that she was using her life to make money. Now, she uses money to make her life while helping others do the same. Laura is the founder of True Abundance Advisors, a financial life-planning firm focused on helping mid-life professionals transition into new careers and opportunities. She strives to give her clients financial stability and satisfaction in their lives.
There are many paths financial planners can take on the way to their calling. What's it like to to make the change from serving large organizations with business goals, to working with individuals and all their concerns, anxieties, and ambitions? Join us as Financial Life Planner Laura Rotter, CFA, MBA, CFP®, founder of True Abundance Advisors, describes how she left a career of 30 years managing money for some of the country's largest institutions to help her clients focus on the things that matter most in their lives.
In this week’s Work From The Inside Out podcast, learn more about Laura’s journey: Laura works with her clients to get clarity about what money, values, and security mean to them and guides them to decisions that will fit a sustainable financial plan. She helps individuals and couples across the U.S. through an integrated process that emphasizes financial security while also making satisfying life decisions.
On this podcast, David Shriner-Cahn and I discuss: Self-exploration as a way to start working on your own [1:33] Unexpected opportunities show up to an open heart and mind [4:39] The degree of intention once your business starts growing [10:01] A blessing that comes after a long frustrating career [12:11] The trap of becoming a victim of the worst boss in the world [13:54] The power of like-mined people to help you clarify your mission and fulfill it [15:43] The financial questions that help life go [17:17]