Join host Kaylee Berlinee on the Mothering Holistically Podcast as she chats with wealth advisor Laurel Fewer about empowering moms with smart financial strategies for 2026.
Discover practical tips on setting new year goals, resetting budgets without shame, managing debt, saving for college (529 plans), and balancing motherhood with money—while prioritizing mental peace and avoiding hustle culture.
Expect relatable advice on cash flow planning, family finances, and real-life insights from a mom-to-be who's been there. Perfect for busy moms seeking clarity, debt-free living, and long-term security!Subscribe for weekly inspiration, like if this resonates, and share with a mom friend.
New episodes every Saturday at 6 AM PST.
#MomFinances #NewYearGoals #DebtFreeMoms #FinancialPlanningForWomen #MotheringHolistically
Connect with Laurel laurel.fewer@lpl.com 406WealthAdvisors.com
Follow the podcast @motheringholistically on IG, FB and Pinterest
Connect with Kaylee @KayleeBerlinee on IG and TikTok
email: MotheringHolisticallyPodcast@Proton.me
We all have a story that can help inspire! Share your story! Be a Guest on the Show! https://form.jotform.com/gowithkaylee/motheringholisticallyguest
Love real food that's nutritious, quick and perfect for us moms! Lineage Provisions is my go to for quality Protein on the go! Use my code KBERLINEE for money off! https://lineageprovisions.com/KBERLINEE
Chapters00:00 Transitioning from Corporate to Family Business
00:03 Empowering Women Through Financial Education
02:22 New Year Financial Mindsets for Women
04:19 Navigating Pregnancy and Financial Planning
06:10 Setting Boundaries in Family Business
08:25 Encouraging Clients Without Shame
10:07 Starting Family Planning Amidst Financial Challenges
11:53 Balancing Hustle Culture and Family Life
13:49 The Role of Reflection in Goal Setting
14:23 Tracking Progress and Setting New Goals
16:58 Renegotiating Expenses for Better Financial Health
19:25 Finding Balance in Family and Business Life
21:56 Quick Financial Tips for Families
26:05 Understanding Financial Advisors' Roles
26:53 Cost Structures of Financial Advisory Services
27:48 Values-Based Spending and Charitable Donations
33:01 Planning for Children's Education and Future
34:10 The Importance of Financial Education for Parents
34:10 Living Trusts and Financial Control
37:51 Financial Clarity and Mental Peace in Family Life
43:56 Navigating Boundaries in Financial Advisory Relationships
49:13 Navigating Family Dynamics and Communication
51:49 Finding Purpose Amidst Hustle Culture
53:02 The Importance of Fulfillment in Life
57:06 Embracing Experiences Over Materialism
01:00:24 Defining Abundance Beyond Financial Wealth
01:03:23 Financial Clarity and Seeking Guidance
01:08:02 Thank you for watching!
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