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Making Change with your Money

Making Change with your Money

Von: Laura Rotter CFA CFP® | Financial Advisor for Women in Midlife Transitions
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Making Change with Your Money is the go-to podcast for women in midlife experiencing major life transitions and ready to transform their relationship with money.

Hosted by Laura Rotter, CFA, CFP®—a financial advisor and Founder of True Abundance Advisors—this podcast features intimate conversations with women who have successfully navigated career changes, divorce and financial independence, retirement planning, entrepreneurship, and complete life reinvention.

Every episode explores both the practical side of financial planning for women and the deeper inner work around money mindset, worthiness, and values-based living. From healing financial trauma to building sustainable businesses, from leaving corporate careers to investing with confidence, these stories provide both inspiration and actionable financial guidance.

Whether you're contemplating a career pivot, managing an inheritance, recovering from divorce, or simply feeling that there must be more to life than the relentless pursuit of more—this podcast will help you use your resources (money, time, energy, and talent) to create a life of meaning and purpose.

Laura brings her Wall Street experience, mindfulness practice, and financial life planning expertise to help listeners understand that true abundance isn't about the numbers in your account—it's about the freedom to live authentically.

Perfect for: Women over 40, midlife career changers, recent divorcées, pre-retirees, women entrepreneurs, and anyone questioning whether they're worthy of pursuing their heart's desires.

Topics include: Financial planning, money mindset, career transitions, retirement alternatives, divorce and money, women's financial empowerment, entrepreneurship, investing, financial therapy, values-based financial planning, and life reinvention.

2025 Laura Rotter, CFA, CFP® | Financial Advisor for Women in Midlife Transitions
Spiritualität Ökonomie
  • I Put a Whiteboard in My Bedroom and My Husband Thought I Was Crazy
    May 16 2026

    Imagine you're sitting on the couch one evening, looking at your spouse, and suddenly the words just come out: "I'm exhausted. All we do is chase our responsibilities."

    At some point or another, you've probably heard yourself asking: When did life become this never-ending list of tasks? When did I start scheduling heartworm medicine for the dog on my calendar but not anything that actually brings me joy? When did I forget that life is supposed to feel good sometimes?

    Maybe you've tried to fix this. You've told yourself you'll relax after the next project wraps up. You've promised yourself a vacation once the kids are older, once you get that promotion, once you have more money saved. But here's what actually happens: the promotion comes, the project ends, and somehow you're just as busy, just as burned out, just as far from joy as you ever were.

    Because waiting for joy to find you doesn't work. The "afters" never come. And in the meantime, you're spending 90,000 hours of your life—40 years—in the workforce, showing up busy, stressed, and depleted.

    This was exactly where Lisa found herself. She grew up with a father who taught her that hard work was the badge of honor in their family. She learned early that if you don't have enough money, you work more. And she took that lesson into her corporate career as a healthcare executive, outworking everyone around her, believing that exhaustion was the price of success.

    Until the night she looked at her husband and said, "I want to put something else on our calendar. Something fun. I want to chase joy like it's my job."

    He looked at her confused and said, "Okay, what do you want to do?"

    And she realized: she had no idea.

    So she went to Home Depot, bought a giant whiteboard, brought it home, and asked her husband to hang it in their bedroom. He said, "Lisa, people don't put whiteboards in bedrooms." And she said, "We do."

    That whiteboard became the place where she and her family started building a joy list—things they used to do, wanted to do, could do. And she learned that if you wait for joy to come after everything else is done, you'll be waiting forever.

    If you've ever found yourself showing up to work, to your family, to your life as "busy"—if you've ever felt like you're going through the motions just to keep the wheels turning—this conversation is for you.

    This is a conversation about giving yourself permission to schedule joy with the same seriousness you schedule everything else. Because here's the truth Lisa discovered: joy doesn't happen to you. You happen to it.

    Guest: Lisa is a former healthcare executive turned author and speaker who teaches corporate leaders how to create impact while actually enjoying their lives. Her book "Joy Is My Job" introduces practical frameworks for building joy into busy lives.

    Resources:

    • Joy Is My Job
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    • Instagram
    • Website
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    44 Min.
  • I Watched My Mother Ask My Father for Money—I Decided That Would Never Be Me
    May 2 2026

    Growing up in India, Chaitra Vedullapalli watched her mother and grandmother ask men for money. Not because there wasn't enough, but because that's just how it worked. She hated it. At eight years old, she became an entrepreneur selling handkerchiefs at her mother's social gatherings. The moment cash landed in her hand and she could buy what she wanted without permission? Magical. That moment sparked a lifelong commitment to agency over money.

    Chaitra spent 26 years in tech at Oracle and Microsoft, working on billion-dollar strategies. She was one of the youngest executives to reach the Oval Office, discussing multi-billion dollar contracts. But what came next defines her: founding Women in Cloud to help women entrepreneurs scale, leading capital campaigns to build community centers, investing in Hollywood films, and now building a $100 million fund.

    The breakthrough? Her family's "invest formula"—a framework she and her husband developed on day one of marriage to evaluate every financial decision. Six questions: Does it generate income? Expand network? Appreciate over time? What's the exit? How protected? Tax advantages? They score every investment against these criteria, creating a common language that eliminates money fights.

    But the real revelation came from Tim Ferriss's "The 4-Hour Work Week" and million-dollar mindset planning. Chaitra wrote down everything that would make her feel like a millionaire: business class travel, monthly nice dinners with her kids, experiential trips with friends, investing $50,000 quarterly in causes that matter. Then she calculated the cost. Her jaw dropped—less than $200,000. She realized if they had that base covered, everything else could flow toward impact. No stress. No zeros-chasing. Just memories and democratizing access.

    Chaitra's grandmother taught her: "If you want to change the world, give the first check to that community." It's not about permission. It's about agency. Whether you're navigating financial conversations with a partner, building a business, or using money for impact, Chaitra shows that money is energy meant to flow—toward fun, your future, and the change you want to see.

    Guest: Chaitra Vedullapalli, founder of Women in Cloud and technology executive with 26 years at Oracle and Microsoft

    Resources:

    • Women in Cloud
    • Website: Chaitra Vedullapalli
    • LinkedIn
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    44 Min.
  • I Wrote a Book 17 Years Ago; My Daughter Made Me Publish It: a conversation with Susan Kleinman
    Apr 19 2026

    What happens when you write a novel, put it in a drawer, and your adult daughter stages an intervention? In this episode, Laura welcomes Susan Kleinman, author of All Afternoon, who shares her journey from magazine writer to fiction author, and how her daughter's tough love pushed her to finally publish her book.

    Susan grew up learning that money means values in action. While there were limits on clothing—no more than $15 per skirt—her mother took her to a book warehouse where Susan could fill a cart with 50-100 books. This clear message about what mattered shaped everything.

    After a published cover story in college and a 10-city book tour at 25, Susan's career didn't follow the typical upward trajectory. It looked like the letter U—starting high, dropping to steady magazine work, then rising decades later. When magazines folded during the 2008 crisis, she pivoted to fiction, winning a Sarah Lawrence fellowship and drafting "All Afternoon" in 2010.

    The book went through agents, rejections, COVID delays, and her father's death. At 59, Susan quit writing entirely. She made collage cards, slept late, thought she was happily retired. Then her daughter flew home: "You need to get a job. You seem aimless." Her daughter read the manuscript and insisted: "You have to get this book published." Now 61, Susan is self-publishing, learning marketing, connecting with bookstagrammers, and receiving reviews from strangers that make her cry.

    Key Takeaways:

    💡 Money is how you put your values into action. Susan's parents taught her this explicitly—there were strict limits on clothing, but unlimited books. This wasn't about their financial situation; it was about what mattered. Charitable giving was non-negotiable, but so was thinking deliberately about expenditures that create a life that fits who you are, not just what you want in the moment.

    💡 Career paths aren't always linear. Susan's career graphed as a U, not an upward trend—high success at 25, decades of steady but quiet magazine work, then a dramatic rise again at 61. She lost work during the 2008 housing crisis when decorating magazines folded, pivoted to fiction, then quit entirely before returning. The traditional career trajectory doesn't apply to everyone.

    💡 Sometimes your family sees what you can't. When Susan thought she was happily retired making cards and drinking coffee slowly, her daughter flew home and said, "This is an intervention. You need to get a job. You seem aimless." Her daughter's emotional intelligence caught what Susan couldn't see—she needed purpose and goals, not just leisure. Sometimes those who love us most can see our truth.

    💡 Time is not renewable—spend it deliberately. Susan's grandfather, a European immigrant, told her at 86: "Sometimes life is very long, but even so it ends." This shaped her approach to saying yes to opportunities even when tired or crabby.

    Guest: Susan Kleinman is a writer and author of All Afternoon, a novel set in 1978 about a woman confronting what she wants from life.

    Resources:

    • All Afternoon
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    • Website
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    1 Std. und 2 Min.
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