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.
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.