Ep 217 Mastering Money for Clarity, Freedom and Fulfillment in Midlife Artwork

Life Fulfilled Podcast — Because Work Shouldn’t Drain Your Life

Hosted by Bernie Borges | Founder, Fulfilled@Work Academy

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On the Life Fulfilled Podcast, Bernie Borges helps you decode where fulfillment is missing and how to get it back. While two-thirds of our episodes dive into career and workplace topics like engagement, quiet quitting, leadership, and burnout, we never lose sight of the full picture. We also explore how emerging forces like AI are reshaping the workplace and what it means for your role, your growth, and your sense of purpose.

Because fulfillment doesn’t happen in isolation. It happens across five interconnected life pillars: health, fitness, career, relationships, and legacy.

Through solo insights and expert guest conversations, Bernie brings practical tools to help you reclaim purpose and clarity, especially at work. As the creator of the Fulfillment Centric Leadership™ Framework, he equips professionals and business leaders to create meaningful, energizing careers without sacrificing the rest of their lives.

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Life Fulfilled Podcast — Because Work Shouldn’t Drain Your Life

Ep 217 Mastering Money for Clarity, Freedom and Fulfillment in Midlife

January 13, 2025 • Bernie Borges • Season 3 • Episode 217

This week's Maximum episode features Mikelann Valterra. Mikelann is an author, speaker, financial therapist, and master money coach with over 25 years of experience. We discuss how to navigate the "money fog" many of us face in midlife. She also shares her personal journey with Tango—a passion she discovered in midlife that requires money management to enjoy.

3 Key Discussion Points:

1️⃣ Money Fog and Financial Clarity: Mikelann introduces the concept of "money fog," a state of financial stress caused by unclear money management. She shares practical advice on simplifying financial structures, such as using fewer accounts to manage daily transactions and distinguishing between cash flow and net worth.

2️⃣ The Role of Money in Fulfillment: Mikelann discusses the relationship between money, happiness, and fulfillment. While money can support pleasure and happiness through meaningful spending—like funding children's education or engaging in philanthropy—it doesn't guarantee long-lasting fulfillment.

3️⃣ Passions and Midlife Fulfillment: Mikelann's passion for Tango is a metaphor for finding joy and meaning in midlife. After becoming an empty nester, she discovered Tango dancing, which enriched her social life and overall well-being. She encourages you to explore your passions and incorporate these into your financial plans to enhance your life's fulfillment.

Main Takeaway: Understanding your relationship with money can lead to greater fulfillment and reduced anxiety. By simplifying financial management and aligning spending with meaningful activities, you can mitigate money fog in your life. Identifying and nurturing passions, much like Mikelann's discovery of Tango, can further enrich your midlife journey.

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Email: bernie@midlifefulfilled.com
Get in touch with Bernie to:
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Music attribution:
Old Bossa Twin Musicom
Suno