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.

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 affordable digital products to help you build your BestFinancialLife.

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 affordable digital products to help you build your BestFinancialLife.

MONEY SHAME (yikes!)...it's a charged topic, and it's much more common than you probably think.

It's that regret, that embarrassment, that "ick" you get around your past financial decisions that -- truth be told -- inevitably get in the way of your current and future financial decisions.

We have all experienced it, and it's time to normalize it and move past it.

On this episode, I have the great pleasure of talking with LaQueshia Clemons, LCSW, AFC®. LaQueshia is a therapist and a financial counselor with deep knowledge of money trauma and healing.

In this episode, we talk about:

• What money shame is, how it feels, and how it holds us back
• How money shame is much more common than you think: Even financial professionals, those people who are supposed to be "good with money" need help working with their money shame in their personal finances
• The steps to take to recognize and move past money shame in your own life
• Our personal stories of money shame and how self knowledge and a plan of action helped us move through it
• The power of feeling the shame and "doing it anyway"--doing that thing, making that decision, moving through that feeling so it no longer holds you back

You can find more about LaQueshia and her work and access free resources at her private practice website: Freedom Life Therapy.

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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.

Working on your 2025 goals and can't believe we're already halfway through the year?

Same!

Mary Polanco--leadership and wellness expert, thought leader, author, entrepreneur and US Air Force veteran--joins me on the show for our mid-year 2025 Vision Check In episode.

Mary and I originally talked over New Years about ditching resolutions and the how and why of engaging a "VISION" for 2025 instead.

And, we committed to meeitng quarterly to talk about our progress.

Even if you haven't set formal goals for the year, even if you haven't listened to the prior episodes with Mary, this episode is one you MUST listen to!

Consider it a "vitamin boost" for your soul!

We talk about:

• What's been nourishing us along the way and sustaining us through the first 6 months of 2025--the practices, the commitments we've made, etc.
• The many interesting SUPRISES that have popped up along the way in our 2025 VISION journeys--Mary's got new programs coming! and I've got an Etsy store!
• How and why our quarterly check in help us energize and enlighten us to all the great things that have been happening along the way
• How leaning into the energy of having the goal already achieved and allowing ourselves that experience is a game changer for pursuing any goal/dream you have

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

Mary just released a couple of new programs: 1) "Creative Calm" which you can access here and 2) "Passion to Paycheck" for anyone curious/wanting to make their hobby a source of income, coming up soon in both July and August. Mary creates safe, supportive spaces for her creative community members. Be sure to join one and let me know how it goes!

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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.

This 10 min episode tells you everything that you need to know about the investment advisory firm I launched this year: New Paradigm Wealth Advisory, LLC.

Why start my own firm?

Because I was sick and tired of being sick and tired of women clients coming to me and telling me that they felt judged, shamed, and overlooked when they met with male financial advisors.

Plain and simple: my firm is a no-judgement, no-shame space where you can ask all the questions you've been too afraid to ask, get the education and advice you need to pursue and reach your goals, and dream big and bold about your financial future.

I want clients to walk out of their meetings with me feeling seen, heard, and energized about the possibilities in front of them.

I offer FREE, 20-min Zoom conultations to anyone interested in working with me. To book a call, fill out this quick form.

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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.