Join us on Average Joe Finances as our guest Tracey Lundell, a wealth advisor, shares her unconventional journey from aspiring diplomat to financial industry expert. Calling in from Canada, Tracy offers insights into her varied career, the importance of diversified income streams, and the necessity of taking that first step toward financial literacy. She emphasizes creating customized financial plans based on individual values and the significance of actionable steps in achieving long-term financial goals. Tracy also provides tips on navigating the complexities of investing and the importance of building a supportive team of advisors, mentors, and resources.

In this episode:
*Pick up how financial flexibility can empower you to adapt and thrive through life’s unexpected turns.
*See why diversifying both your investments and income streams is key to long-term freedom.
*Realize that financial planning isn’t rigid—it’s a living strategy built around your values and goals.
*Take note that the hardest step in wealth-building is simply starting—progress begins with action.
*And so much more!

Key Moments:

00:41 Meet Tracey: From Diplomat Aspirations to Financial Expert
01:23 Tracy's Career Journey in the Financial Industry
03:27 The Role of a Wealth Advisor
05:01 Importance of Alternative Income Streams
07:23 Financial Planning and Overcoming Challenges
08:49 The Value of Financial Education and Getting Started
12:43 Building a Support System and Seeking Guidance
15:48 Navigating Financial Risks and Creating a Plan
19:30 Mapping Out Financial Futures
24:03 Embracing Life's Uncertainties
24:26 The Importance of Flexibility in Financial Planning
25:58 Balancing Family and Finances
27:12 The Reality of Social Media Influencers
28:41 Leveraging Debt Wisely
29:30 The Final Round: Personal Insights
33:28 Taking the First Step
38:33 Where to Find More About Tracy
40:30 Final Thoughts and Call to Action

Find Tracey Lundell
Website: www.seaglasswealth.com
Facebook: https://www.facebook.com/seaglasswealth/
LinkedIn: https://www.linkedin.com/in/traceylundell/

Average Joe Finances®
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See our full episode transcripts here: https://podcast.averagejoefinances.com/episodes