In this episode, I bring on CFP and enrolled agent Kyle Luetters to talk about making real money moves that actually fit your life. We go deep on the mindset shift from “I am bad with money” to “I just never learned the rules yet” and how a single paycheck and a newborn pushed Kyle to build a system that now helps his clients thrive. We hit on tax planning as a superpower, not a fear, how to stop giving the IRS a zero interest loan, and why consistency beats vibes when it comes to investing. ...
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In this episode, I bring on CFP and enrolled agent Kyle Luetters to talk about making real money moves that actually fit your life. We go deep on the mindset shift from “I am bad with money” to “I just never learned the rules yet” and how a single paycheck and a newborn pushed Kyle to build a system that now helps his clients thrive. We hit on tax planning as a superpower, not a fear, how to stop giving the IRS a zero interest loan, and why consistency beats vibes when it comes to investing. ...
Small Changes, Big Freedom: How I’m Fixing My Finances at 46 | Growing Money with Sean Trace
Growing Money with Sean Trace
20 minutes
1 month ago
Small Changes, Big Freedom: How I’m Fixing My Finances at 46 | Growing Money with Sean Trace
In this solo episode of Growing Money with Sean Trace, I open up about my own financial journey of finally setting up my Roth IRA and solo 401(k) at 46, tackling debt, and learning the discipline I should have had decades ago. Working with a financial planner has been eye-opening, and I’ve started using the classic envelope method to regain control over my spending. I share what I’ve learned about borrowing from tomorrow, how small “justifiable” expenses add up, and why awareness, boundaries,...
Growing Money with Sean Trace
In this episode, I bring on CFP and enrolled agent Kyle Luetters to talk about making real money moves that actually fit your life. We go deep on the mindset shift from “I am bad with money” to “I just never learned the rules yet” and how a single paycheck and a newborn pushed Kyle to build a system that now helps his clients thrive. We hit on tax planning as a superpower, not a fear, how to stop giving the IRS a zero interest loan, and why consistency beats vibes when it comes to investing. ...
