In today’s episode, “Live WELLthy,” Ken Joslin hosts guest Dawn Dahlby. Dawn is a certified financial planner, wealth wellness expert, and author of the book Live WELLthy™: Own Your Worth, Grow Your Wealth. She is the country’s first behavioral financial advisor, a certification focusing on the emotional and practical aspects of managing money. Dawn also serves as the founder and president of Relevé Financial Group, a multi-million-dollar advisory firm. As a fiduciary with over 20 years of experience providing financial advice, Dawn has not only led her clients from moderate incomes to affluence, but she has helped them become truly “WELLthy.”
Ken and Dawn discuss the importance of developing a healthy relationship with money and how our childhood experiences and beliefs affect our financial decisions. Fear and scarcity are two of the biggest things that prevent us from building wealth, and it's important to change our relationship with money by changing our mindset.
This episode explores how people tend to fall into one of two categories when it comes to fear: they over-save out of fear of not having enough, or they overspend out of fear of not being enough. This fear is rooted in our childhood experiences and beliefs, and it's important to reset our brains regularly. Dahlby suggests that the financial planning industry has gotten it wrong by only focusing on financial goals. Instead, they should focus on peeling back the layers of a person's belief system, emotions, and purpose.
Dahlby's book provides exercises that allow people to explore their past traumas and experiences to develop a new perspective on what they really want out of life. She believes that people get stuck on the "treadmill of life" and don't take the time to become self-aware of what they really want and what they're trying to achieve.
The podcast is a must-listen for anyone looking to improve their financial situation and live their best life possible.
Connect with Dawn at https://dawndahlby.com/
As always, I hope this episode helps you to build the confidence, gain the clarity, and create the community you deserve. -Ken Joslin
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