Category: Planning your Financial Future

Nobody Tells You This Part

Angie Carlson | One signature on a legal document. That’s all it took. I walked into the room as someone with a plan, a budget, and a net worth that made sense. I walked out as someone whose net worth… Read More

The Fall Season of Wealth: When Letting Go Gets Harder

Angie Carlson | That Coach bag continues to collect dust in your closet. Not because you couldn’t afford it – because the guilt won’t let you enjoy it. The trees have something to teach us about this… Every fall, the… Read More

You’re Doing It (Again)

Angie Carlson That decision to renovate the kitchen had a clear answer three weeks ago. You can afford it.  The math works.  But you can’t move forward. Since then, you’ve Asked five people their opinion Re-ran the numbers 4 times… Read More

Want To See Your Finances In A New Way? Do THIS

Saturday, I watched a ‘data nerd’ financial coach have his entire worldview shift in real time. We were discussing whether data or experiences drive decisions, so I said: “US Figure Skating has lost two entire generations to plane crashes –… Read More

Newsflash: You’ve Survived 100% of Your Financial Challenges So Far

by Angie Carlson | Picture this… You’re staring at your bank statement at 2 AM, that familiar knot forming in your stomach. Despite having more money than most people dream of, you’re calculating. Again. What if something happens?What if we’re… Read More

Financially Responsible Yet Secretly Miserable?

by Angie Carlson Here’s the thing… You’ve been financially perfect for years.Followed every rule. Hit every milestone. Optimized every decision. Your financial advisor LOVES you.Your retirement calculator gives you gold stars. And yet, you’re secretly miserable. Because being “financially responsible”… Read More

Navigating Money Talks Is Like This

by Angie Carlson Navigating money talks is like arriving in a foreign country where you thought you spoke the language, only to realize your ‘hello’ means ‘goodbye’ to the locals. I notice so many couples think that their financial challenges… Read More

Feel Like You Married Your Financial Opposite?

Angie Carlson Your Parents:* “We don’t talk about money at the table.”* “You save every penny—debt is dangerous.”* “We can’t afford that.” (Even when you actually could.)* “You should always have a secure job with good benefits.” Money in your house… Read More

The Money Move That Backfires Every Time

Angie Carlson | The money move that high-achieving married couples make to win with money… that totally backfires. And here’s why the two of you said YES to it. Experts consider it a “smart” money move. It’s how you were… Read More

Overspending? Not For the Reasons You Think

Angie Carlson Couples, if you’re overspending, the real issue isn’t willpower or discipline. That DoorDash order? Not laziness. It’s the one choice today that didn’t feel like a compromise. That Target haul? Not carelessness. It’s the first time you’ve felt… Read More