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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.

I'm sharing this story of the unexpected grief I experienced when I changed careers close to a decade ago, in the hope that, if you see yourself in my story, you find one or two of my suggestions helpful. Thank you @Susanna Harkonen for contributing your expertise to this article.

A client of mine recently reached out about whether or not to fund a 529 plan for his granddaughter – and she’s not due to be born for another four months. Talk about getting a head start on college planning!

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?

If you own a home, applying for a home equity line of credit before you quit (and lose your pay stubs) can provide added security. “You may not need it, but it is a nice thing to fall back on for extra cash because it is much cheaper than drawing on credit cards,” said Laura Rotter, a financial planner in White Plains, N.Y.