Description

In this soulful solo episode, I take you behind the scenes of a personal birthday reflection that reminded me exactly why I started this work. From the story behind my first tattoo “for the voiceless” to the dream of creating a foundation for animal sanctuaries — this is about anchoring your financial goals in something that truly matters to you.

We’ll also talk about the importance of knowing your numbers — because your goals are not average, and neither should your financial advice be. Purpose-driven investing isn’t just about strategy — it’s about clarity, vision, and leading yourself with intention.

Whether you're in your 40s, starting over, or dreaming bigger than ever before — this is your invitation to align your money with your mission.

🗝️ Key Takeaways:

• Why a birthday can be a powerful moment for reflection — and recalibration
• The deeper “why” behind your financial goals (and why they matter more than the numbers alone)
• How your numbers are the roadmap — and why you need a personal plan, not average advice
• What purpose-driven investing really looks like
• Why clarity creates energy — and how I help clients move from panic to power

💬 Mentioned in This Episode:

• My first tattoo and the bigger mission behind it
• The dream of founding a sanctuary-supporting foundation
• How financial planning becomes a powerful act of self-leadership

Let me know if you'd like me to tailor this for your website/blog as well!

See you soon

With love from Mallorca

Beate


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If you desire to work directly with me, reach out to my team at team@richandchillacademy.com, tell us a little bit about yourself and your goals, and I’ll get you all the details.