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Showing episodes and shows of
Laura@TrueAbundanceAdvisors.com (Laura Rotter)
Shows
happy healthy hustle
How to Flow into Wealth w/ Laura Rotter
How do you flow into wealth?What's the secret to achieving true financial and personal balance?Today's episode is all about aligning your values with your finances to achieve a fulfilling and balanced life.My guest, Laura Rotter is the owner of True Abundance Advisors, a financial planning firm based in New York. She shares her journey of transforming from a high-pressure Wall Street investor to a mindful money coach.In this episode, you'll discover➡️ How Laura transitioned from Wall Street to starting her own financial life plan...
2025-02-01
17 min
The Authentic Leaders Rising Podcast
Align Your Money With Your Core Values with Laura Rotter | E29
Join us for an empowering episode of the Authentic Leaders Rising podcast, featuring Laura Rotter, a seasoned financial advisor and owner of Abundance Advisors. Laura shares her inspiring journey from Wall Street to starting her own heart-centered, value-based financial planning firm. In this conversation, Tammy Cho discusses with Laura the importance of aligning financial decisions with personal values and the transformative power of gratitude in money management.Discover practical tips on how to navigate financial anxieties, address common money blocks, and cultivate a mindset of abundance and clarity. Whether you're looking to better understand...
2025-01-08
42 min
The Good Life with Michele Lamoureux
How to Plan for Retirement, Manage Your Money + Create Abundance with Laura Rotter
How do you know how much money you need to save in order to retire? How do you calculate what that looks like? How do you allocate spending for expenses, fun, and savings from your paycheck so you stay on track? What kind of investments should you make and how does where you are in life impact that? What about saving and paying for your kid’s college? How important is life insurance and having a trust and will? These are just some of the questions we tackle on this week’s episode with Laura Rotter, CFA, MBA, CFP™ and fou...
2024-10-23
1h 03
Her Career Studio
32 - Key Financial Tips for Career Women from Former Wall Street Pro with Laura Rotter
Check out https://hercareerstudio.com for free resources. Our host Lisa Virtue sits down with Laura Rotter, a former institutional investor on Wall Street with a remarkable 30-year career. Together, they explore the intricate intersection of careers and finances, focusing on how to thrive not only in your job but in life. Laura shares her professional journey, divided into three distinct phases: the energetic and rewarding early years, the challenging period as the primary breadwinner, and the transformative final decade filled with financial obligations and the discovery of mindfulness. Having transitioned out of Wall Street in 2013, Laura now dedicates her...
2024-10-08
37 min
The Good Life with Michele Lamoureux
How Spirituality Can Help You Navigate A Career Transition with Laura Rotter
Many of us feel connected to a spiritual life but often that is very separate from our work life. In this conversation, we discuss how our spirituality is important to getting connected to our higher knowing which can help us make decisions about our careers. We also discuss how to figure out how to make career transition. Laura Rotter, CFA, CFP joins us for this conversation. Laura is the owner of True Abundance Advisors, a heart-centered, values-based financial planning firm based in New York. After a successful career managing money for institutional investors including Citicorp and Para Advisors for 30...
2023-10-18
48 min
Twisting the Plot
What About Money is Important to You? A Conversation with Laura Rotter
We did not go into this conversation easily. Talking about money isn’t something we’re comfortable with. The question, what about money is important to you, is a hard one for us to answer. We don’t want to think about it. In fact, the culture of consumption, accumulation, marketing and money-making turns us off, provokes waves of nausea. And even brings up shame. But this conversation was different. Laura Rotter brought a plot twist. It was pleasant, open, hopeful and even spiritual. Take a listen, if you can, we promise you will have fun. Laur...
2023-03-07
56 min
Going Solo
Laura Rotter and Rock Robinson: Building Businesses of Purpose and Value After a Long Corporate Career
After 30 years of successfully managing money for institutional investors including Citicorp and Para Advisors, Laura Rotter founded her own firm, True Abundance Advisors, a fiduciary, fee-only financial planning firm located in White Plains, NY with a satellite office in New York City.Laura created a business that was in alignment with her own values and took advantage of her strengths.Rock Robinson is an accomplished Sales Executive with 40 years of achievement growing revenue with the likes of McGraw-Hill, Sallie Mae, Stericycle & the Univ. of Phoenix.Rock developed a framework for developing new relationships...
2022-06-10
44 min
FI Minded: Achieve Financial Independence & Have Fun Doing It
Use Your Money to Make a Life Not Your Life to Make Money | E59 Laura Rotter
I know many of us 20-somethings are focused on increasing our wealth and gaining more financial security. I’m definitely in this boat and I think that is a wise approach. I’m confident that we will get to a place where it becomes less about making money and more about life satisfaction. I think my guest today summarizes it the best: use money to make a life, don’t use life to make money. Joining me on The Struggle is Real is Laura Rotter, Founder of True Abundance Advisors. Laura’s career is dominated by her 3...
2022-03-28
1h 00
Job Search, Promotion, and Career Clarity: The Mid-Career GPS Podcast
68: Your Money Story with Laura Rotter
Send us a text You have a relationship with money based on events and circumstances from the moment you were born. How you tell your money story is a reflection of your values. In this episode, I’m joined by Laura Rotter – a heart-centered, values-based financial planner and the owner of True Abundance Advisors. Laura spent almost 30 years working for some of the largest institutional investors, such as Citicorp and Para Advisors. Today, Laura utilizes her mindfulness practices and helps professionals facing big life changes to achieve financial security and life satisfaction.
2021-11-12
36 min
Ace the Sales - Simplifying Selling for Women Entrepreneurs
Aligning your Money with Meaning
We are in conversation with Laura Rotter, who is a CFA, CFP and is the owner of True Abundance Advisors, a heart-centred, values-based financial planning firm based in New York. After a successful career managing money for institutional investors including Citicorp and Para Advisors, Laura discovered mindfulness practices and was drawn to guide professionals facing a big life change to achieve financial security and life satisfaction. Since making her shift, she has been featured in CNBC, the Wall Street Journal, and Westchester Senior Voice. She is on the advisory council of Impact100 Westchester, a women’s group giving organization, and...
2021-07-21
21 min
Practical Wisdom from ACP Financial Advisors
Ep. #17: From Institutional Investing to Personal Fulfillment - Laura Rotter, CFA, MBA, CFP®
There are many paths financial planners can take on the way to their calling. What's it like to to make the change from serving large organizations with business goals, to working with individuals and all their concerns, anxieties, and ambitions? Join us as Financial Life Planner Laura Rotter, CFA, MBA, CFP®, founder of True Abundance Advisors, describes how she left a career of 30 years managing money for some of the country's largest institutions to help her clients focus on the things that matter most in their lives. To learn more about the ACP, please visit www.ACPlanners.org. To learn m...
2021-02-11
27 min
Going Solo
Your True Abundance Featuring Laura Rotter
Laura Rotter is a CFA, MBA, CFP™ and founder of True Abundance Advisors, a fiduciary, fee-only financial planning firm located in White Plains, New York with a satellite office in New York City. She helps people both locally, as well as across the country.We discuss:Self-exploration as a way to start working on your own [1:33]Unexpected opportunities show up to an open heart and mind [4:39]The degree of intention once your business starts growing [10:01]A blessing that comes after a long frustrating career [12:11]The trap of becoming a victim of the worst boss in the wo...
2020-04-10
20 min