Your Money, Your Rules | Financial Planning, Budgeting, Scarcity Mindset, Financial Freedom, Online Business

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Join me as I sit down with Wendi Lester Efflandt, a seasoned estate attorney from Texas, who shares her expertise on crafting tailored estate plans that truly resonate with personal and familial goals. Wendi explains why a one-size-fits-all approach won't suffice. Together, we explore the necessity of choosing the right legal instruments—wills, trusts, powers of attorney, etc. that are best suited for individual circumstances such as family size and the ages of any children involved.
In our discussion, we delve into the subtle complexities of powers of attorney, shedding light on why the right person for medical decisions might differ from the one handling financial matters. Wendi highlights the importance of relying on local experts familiar with state-specific laws to avoid common pitfalls, such as improperly witnessed documents and errors from online legal templates. We emphasize the importance of updated documents and caution against the reliance on AI for estate planning, advocating instead for professional guidance to ensure clarity and prevent financial mishaps.
Our conversation also uncovers the often-overlooked task of organizing crucial personal information to ease the burden on loved ones. Wendi and I discuss practical steps to safeguard vital data, from creating a comprehensive "location of important documents" worksheet to simplifying financial affairs. This episode empowers you to tackle estate planning with confidence, offering insights that underscore estate planning as not just a necessity, but a thoughtful gesture for those you leave behind. Tune in for a wealth of knowledge that will equip you to navigate the estate planning process with assurance and precision.
If you would like to learn more about Wendi, you can connect with her via her website here (https://www.heritagelawtexas.com).

Want to learn more? Here are your next steps:

Step 1: Join my FREE Facebook Community. Connect, share, and learn how to master your money with other women just like you.

➡️ Join here: https://www.facebook.com/groups/941450038160915

Step 2: Want to work together to transform your relationship with money and build true financial confidence?

➡️ Schedule your 1 hour Money Mastery Call here : https://generatealifewelllived.com/11-support

Money doesn't have to feel overwhelming. Let's create a strategy that feels aligned and empowering for you.

From my soul to yours,

Erin

Got a question? Send me a text.

I invited my dad on the podcast this week to share the lessons learned from our money traumas and the highs and lows of having a family business. He shares how his experience shaped his relationship with money and what he would have done differently.
On this podcast we discuss:

• The emotional intricacies of working alongside family members
• Legal disputes with family members
• Maintaining a practical approach to finances
• Recognizing that while money is essential, it can't fulfill all aspects of well-being
• Taking responsibility as an owner vs. abdicating it
• Focusing on one thing and become a master at it

Resources mentioned in this episode:

• 4-part free video workshop series with Carmen Tuleta and I where we empower you with your Human Design type, Authority (decision making skills), the 3D and 5D of money and bring it all together and apply it in the real world. If you would like to take the course, you can sign up here (https://generatealifewelllived.com/create-financial-ease-with-human-design)
• Episode #30 How to overcome the fear of losing money in life and business (with special guest Steve Gray)
• The One Thing Book by Gary Keller and Jay Papasan
• The Richest Man in Babylon by George S. Clason

Want to learn more? Here are your next steps:

Step 1: Join my FREE Facebook Community. Connect, share, and learn how to master your money with other women just like you.

➡️ Join here: https://www.facebook.com/groups/941450038160915

Step 2: Want to work together to transform your relationship with money and build true financial confidence?

➡️ Schedule your 1 hour Money Mastery Call here : https://generatealifewelllived.com/11-support

Money doesn't have to feel overwhelming. Let's create a strategy that feels aligned and empowering for you.

From my soul to yours,

Erin

Got a question? Send me a text.

What if overthinking is sabotaging your success more than you realize? Join Carmen Tuleta and I as we unpack how societal and educational norms might be conditioning us to dwell in our thoughts instead of taking bold action. We discuss how taking small, consistent steps actually enhances our resilience and expands our window of tolerance.
We reveal practical tools such as the 5 (sight)-4 (touch)-3-(hear)2-(smell)-1 (taste) grounding technique and box breathing, which can help calm the nervous system before taking action. Focusing on the power of language, we advocate for gentle encouragement that cultivates curiousity instead of judgment.
On this episode we discuss:

• Starting small and slow to gain confidence and evidence for your brain
• Using tools to calm the nervous system
• What your fear is trying to teach you

If you would like to dive deeper into your chart and receive a personalized reading from Carmen, you can connect with her here (https://carmentuleta.com/home) or on her Instagram here (https://www.instagram.com/carmentuleta).

Resources mentioned in this episode:

• 4-part free video workshop series with Carmen and I where we empower you with your Human Design type, Authority (decision making skills), the 3D and 5D of money and bring it all together and apply it in the real world. If you would like to take the course, you can sign up here (https://generatealifewelllived.com/create-financial-ease-with-human-design)
• Feel the Fear and Do It Anyway by Susan Jeffers, PhD
• Fear Mastery: Unlock Your Inner Bravery Meditation by Sarah Blondin
• Ep. 40 Using EFT to bypass the mind with Noelle Satisfies Souls (https://podcasts.

Want to learn more? Here are your next steps:

Step 1: Join my FREE Facebook Community. Connect, share, and learn how to master your money with other women just like you.

➡️ Join here: https://www.facebook.com/groups/941450038160915

Step 2: Want to work together to transform your relationship with money and build true financial confidence?

➡️ Schedule your 1 hour Money Mastery Call here : https://generatealifewelllived.com/11-support

Money doesn't have to feel overwhelming. Let's create a strategy that feels aligned and empowering for you.

From my soul to yours,

Erin

Got a question? Send me a text.

In this episode I discuss: What Makes You A Generator?
The short answer is: You have a defined sacral center; you have no connection between a motor and the throat. And, you are meant to RESPOND to what life brings you, not initiate.

In my life, I acted like a manifestor for about 20 years. I didn’t know any better or different. I used to think something was wrong with me because I was initiating and exerting myself to create the life I wanted but I was burnt out, frustrated and unfulfilled.

It wasn’t until I learned about Human Design that I learned I was acting the exact opposite of my design!

Human Design is a combo of the Chinese I Ching, Jewish Kabbalah, the Hindu Chakra System and Quantum Physics. I use it as a tool in my life to live a more aligned life to who I truly am, honor my gifts, my wisdom and to let go of my conditioning.

I ONLY use Human Design and any other tool for that matter to further empower me. So you’ll hear me say this all the time, take what resonates and leave the rest.

As a Generator, we have a tremendous amount of energy. We are designed to work and do things we love. When we are doing work we love, we can go for hours and hours, something comes alive within us.

So how do you know if you are doing the right kind of work and living in alignment with who you truly are?

You can ask yourself the following questions:

• “Am I excited to go to work every day?”
• “Do I have the Sunday night blues?”
• “Do I feel drained most days?”
• “Am I frustrated most of the time?”

The first step is awareness. Once you know that you've gotten off track, it's no problem. It's the first step to getting back.

Want to learn more? Here are your next steps:

Step 1: Join my FREE Facebook Community. Connect, share, and learn how to master your money with other women just like you.

➡️ Join here: https://www.facebook.com/groups/941450038160915

Step 2: Want to work together to transform your relationship with money and build true financial confidence?

➡️ Schedule your 1 hour Money Mastery Call here : https://generatealifewelllived.com/11-support

Money doesn't have to feel overwhelming. Let's create a strategy that feels aligned and empowering for you.

From my soul to yours,

Erin

Got a question? Send me a text.

Discover how understanding your emotional wave can transform your life with our special guest, Carmen Tuleta. In this episode, Carmen and I break down the different emotional waves within the solar plexus center and its powerful impact on our emotional wellbeing.
Tune in for insights on tracking your emotional states and discover the significance of honoring your emotions to boost creativity and productivity.
Resources we mentioned in this episode:

• Daily Bean App (https://apps.apple.com/us/app/dailybean-simplest-journal/id1553223828)
• Human Design and Essential Oils (https://www.amazon.com/Human-Design-Essential-Oils-Facilitators/dp/B0CGY8D7JN)

If you would like to dive deeper into your chart and receive a personalized reading from Carmen, you can connect with her here (https://intuitiveimpressionz.com/human-design) or on her Instagram here (https://www.instagram.com/intuitiveimpressionz).

Want to learn more? Here are your next steps:

Step 1: Join my FREE Facebook Community. Connect, share, and learn how to master your money with other women just like you.

➡️ Join here: https://www.facebook.com/groups/941450038160915

Step 2: Want to work together to transform your relationship with money and build true financial confidence?

➡️ Schedule your 1 hour Money Mastery Call here : https://generatealifewelllived.com/11-support

Money doesn't have to feel overwhelming. Let's create a strategy that feels aligned and empowering for you.

From my soul to yours,

Erin