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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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Music attribution:
Old Bossa Twin Musicom
Suno

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Bernie Borges Host Midlife Fulfilled Podcast

I started podcasting in 2013. My most recent podcast is the Midlife Fulfilled weekly podcast which launched in February 2022.

I was frustrated by a lack of fulfillment, in spite of good health, a successful career, good fitness, a healthy marriage, and overall happiness. Despite these blessings, I was lacking fulfillment.

I conducted a survey and discovered that I wasn’t alone on the journey to find more fulfillment. As an experienced podcaster, I knew that I could provide a platform to help men and women in midlife find more fulfillment and joy through a weekly podcast.