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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.

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.

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.