LIVE WELLthy™ Podcast Por Dawn Dahlby CFP® BFA arte de portada

LIVE WELLthy™

LIVE WELLthy™

De: Dawn Dahlby CFP® BFA
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Think differently about your wealth! Tired of feeling like you have to choose between enjoying today and saving for tomorrow? Why not have both? The LIVE WELLthy™ podcast is here to help you learn about comprehensive financial planning. Hosted by Dawn Dahlby, CFP®, BFA, and CEO of Relevé Financial Group. New episodes every other Tuesday.Dawn Dahlby, CFP®, BFA
Episodios
  • Why Time, Not Money, Is the Real Secret to Wealth
    Jul 8 2025

    Think more money equals more freedom? Think again. In this episode, Dawn Dahlby—Certified Financial Planner™, Behavioral Financial Advisor, and CEO of Relevé Financial Group—reveals why mastering your time is the real secret to building lasting wealth. You’ll learn:✅ Why the wealthy protect their calendars more than their cash✅ How to align your time with your values to increase income✅ The 35,000 daily decisions that are impacting your bank account✅ Why scrolling and “noise” may be costing you real financial growth✅ How to create boundaries and empower your team for greater revenue If you’re a high-achieving entrepreneur, executive, or small business owner who’s feeling overwhelmed with too many decisions, this episode is your wake-up call. 🔔 Subscribe for more tips on financial freedom and WELLthy™ living: https://www.youtube.com/@dawndahlby🎟️ Join Dawn LIVE in Scottsdale Nov 6–7 for WELLthy™ 360°: https://www.dawndahlby.com📈 Ready to align your money with what matters? Take the free Core Values Exercise: https://www.buildwealthandworth.com/corevaluesexperience

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    16 m
  • The Million Dollar Strategy Hiding in Your Taxes
    Jun 24 2025

    What if the money you’re sending to the IRS could actually fund your retirement?

    In this episode, Dawn Dahlby—Certified Financial Planner and CEO of Relevé Financial Group—reveals how she and her husband turned $88,000 in taxes into a million-dollar retirement plan using a strategy called entity stacking. If you’re a business owner, consultant, or high-income earner, this episode could save you six figures and change your financial future.

    🔗 Ready to see if this strategy works for you?

    Take the free financial assessment: https://relevefinancialgroup.com/complimentary-financial-assessment/


    📲 Subscribe for more wealth-building tips that align your money with your values.

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    14 m
  • You’re Losing 50% of Your Wealth Without This Plan (Estate Planning for Business Owners)
    May 27 2025

    🔗 Get a FREE Financial Assessment review here: https://relevefinancialgroup.com/complimentary-financial-assessment/Avoid the #1 mistake that costs entrepreneurs and small business owners up to half of their hard-earned wealth — not having a solid estate and legacy plan. In this episode, Dawn Dahlby, CFP® and Behavioral Financial Advisor, breaks down why estate planning isn’t just for the ultra-wealthy — it’s a must if you want to protect your business, your values, and your family from unnecessary taxes, confusion, and stress. ✅ Learn the difference between estate planning and legacy planning✅ Discover how to actually fund your trust and protect your assets✅ Hear personal stories and practical advice from Dawn’s own experience✅ Understand what documents you need and why your heirs must know your plan 👉 If you’re a business owner who’s built wealth and wants to keep it in the right hands — this episode is for you.


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    20 m
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