Host Meg McKeen welcomes Anna Felix to the podcast and together we chat about often complicated relationship women have with money. We explore the shift from a scarcity to abundance mindset - and the opening that can create for us in our decision-making and acknowledge the roots of beliefs around money often lie within our families. We talk about the avoidance approach to managing your money - not recommended! - and the peace that comes from knowing you have a plan.

Anna Felix is a California native and Smart Money Strategist. When she became a widow in 2010 at age 42, she knew she needed to become more financially savvy. Anna’s search left her feeling that there had to be better information – so she decided to turn her pain into purpose, and today, in her words, she empowers her clients with financial strategies that will make them financially bulletproof.

As all of our situations are different, none of the information contained in this podcast episode is intended to be financial advice for you.

• Join us for Against the Grain: In the Holiday Spirit…without the Spirits, coming up on November 21st, here
• Connect with Anna on LinkedIn
• Learn more about Anna and the work she does here
• Mentioned by Meg: read Tara McMullin's weekly newsletter What Works, "65+ Financial Issues Women Face Today," published by Ellevest, and Bill Perkins' Die with Zero
• Have a question for Meg? Submit it here and she may answer it on a future episode!

To learn more about this podcast, and the work Meg McKeen does to support insurance professionals, visit Adjunct Advisors. To receive To Taking the Risk, the monthly newsletter Meg curates, including updates on her #digitalnomad adventures, subscribe here.

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