This episode is a continuation (Part 2) of my interview with Marie Burns, a Certified Financial Planner (CFP®), who brings a wealth of knowledge and experience to the topic of money mindset and management, making this episode and the previous one must-listen conversations for anyone looking to take charge of their financial future. (To listen to Part 1, CLICK HERE.)

In this episode, Marie emphasizes the importance of having all your financial documents updated and organized, and she sheds light on how this simple yet crucial step can have a significant impact on your financial well-being.

We talk about:

• The essential steps for getting your financial house in order and the significance of financial planning for the future.
• The things you don’t get told before you die that can end up being a nightmare for your loved ones.
• The beneficiary mistake that many make.
• A practical three-step change strategy for transforming your life when it comes to money.

By the time...

Today’s guest is Marie Burns, a Certified Financial Planner (CFP®) with nearly 20 years of experience in the financial industry. Marie's journey has taken her through various roles, from a bank setting to working at Vanguard, and now as the founder of her independent advisory practice in Phoenix.

In addition to her professional accomplishments, she is actively involved in promoting financial awareness and literacy, serving as a volunteer ambassador and board member for The Financial Awareness Foundation and as a board member for the Senior Advocacy Group of Ahwatukee. 

Our conversation ended up being so in-depth and enlightening that I didn’t want to stop so we kept talking and turned it into two podcast episodes. This is Part 1 where we go in-depth about money mindset with topics like: 

• Money mindset: Understanding how our attitudes and behaviors about spending and saving money are rooted in past experiences.
• Marie’s and Laurie’s personal...