For First Gen wealth builders, the wealth building game is different.

On this episode, I talk with Gloria Garcia Cisneros, CFP®, award winning Certified Financial Planner® and Wealth Manager at Lourd Murray about her experience as a first gen financial planner and wealth builder herself.

Gloria and I dig into the emotional and psychological aspects of money management, the importance of trust and representation in the financial industry, and practical advice for listeners at various stages of their wealth-building journey. We talk how to normalize and navigate complex financial systems and the importance of giving yourself grace and recognition as First Gen wealth builder.

02:56 Understanding the First Gen Wealth Building Experience

04:46 Navigating Financial Systems as an Immigrant

07:37 Building Trust in Financial Advising

14:19 The Unique Challenges of First Gen Wealth Builders

21:25 Understanding Financial Advice for Diverse Backgrounds

24:48 The Importance of Asking the Right Questions

27:16 Advice for First Generation Wealth Builders

33:24 The Journey and Responsibility of Representation

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Note: Information in this podcast 1) is informational/educational in nature; 2) does not constitute financial or personal advice of any kind; 3) is never a substitute for clinical care from a health professional.

Check out my FREE Mini Course: "Know Where the Money Is Going" to help you get back into the driver's seat with your monthly spending.

Find more ways to work with me, download free resources, and join my e-mail list at maureen-paley.com. Financial Autonomy for Women 30-Day Workbook now available on Amazon. Follow me on IG @maureenpaleycoach. Visit my Etsy shop for career-focused products.

• The unique financial challenges women face including the gender pay gap and the importance of having an advisor who understands these challenges.
• The "trad wife" trend and how romanticizing decades old gender norms can be harmful
• How women's financial freedoms and privileges (e.g., getting a mortage, taking out a credit card without a man's signature) are recent freedoms that we've been granted and must be protected
• The connection between bodily autonomy and financial autonomy

Note: Information in this podcast 1) is informational/educational in nature; 2) does not constitute financial or personal advice of any kind; 3) is never a substitute for clinical care from a health professional.

Check out my FREE Mini Course: "Know Where the Money Is Going" to help you get back into the driver's seat with your monthly spending.

Find more ways to work with me, download free resources, and join my e-mail list at maureen-paley.com. Financial Autonomy for Women 30-Day Workbook now available on Amazon. Follow me on IG @maureenpaleycoach. Visit my Etsy shop for career-focused products.

Disclosure for Lunea Wealth Management:

The information shared in this episode is for educational and informational purposes only and should not be considered investment, tax, or legal advice. Listeners should consult with a qualified professional regarding their individual circumstances before making any financial decisions.

In the Couch Investments, LLC dba Lunea Wealth Management ("Lunea Wealth") is a fee-only Registered Investment Adviser located in Cedar Rapids, Iowa. Registration as an investment adviser does not imply a certain level of skill or training.

Leaning into how you want to feel when you achieve your goals is the key to cultivating joy, knowing your worth, and enjoying the surprises along the way.

In this episode, I sit down with Mary Polanco, wellness and leadership expert and crafting entrepreneur to talk about our 2025 Vision and goals. At the beginning of the year, Mary and I committed to meeting quarterly to check in on our progress, and these quarterly check ins have sustained our commitments to our vision, personal learning and willingness to go after new, unexpected projects and opportunities.

Mary and I have an honest, authentic conversation about the real ups and downs for going after your vision. We both recall our original visions and update each other on victories and challenges along the way. We talk about what we have done to maintain momentum, especially when the going gets tough. I call these quarterly check ins a "vitamin boost for your soul." -- give it a listen for some instant inspo and share it with a woman in your life who needs it.

You can find out more about Mary and her crafting business at https://www.marypolancodesigns.com/

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Note: Information in this podcast 1) is informational/educational in nature; 2) does not constitute financial or personal advice of any kind; 3) is never a substitute for clinical care from a health professional.

Check out my FREE Mini Course: "Know Where the Money Is Going" to help you get back into the driver's seat with your monthly spending.

Find more ways to work with me, download free resources, and join my e-mail list at maureen-paley.com. Financial Autonomy for Women 30-Day Workbook now available on Amazon. Follow me on IG @maureenpaleycoach. Visit my Etsy shop for career-focused products.