S7E12 - Investing in Your Vision & Retiring on Your Terms with Guest Dawn Santoriello

Are you ready to rewrite your money story and unlock financial freedom without sacrificing your deepest values? I'm thrilled to introduce you to Dawn Santoriello, a certified financial planner with a unique approach to wealth building for women entrepreneurs. Dawn shares her incredible journey from scarcity to success, revealing how she overcame profound money blocks to create a thriving financial practice. We often carry generational beliefs about money, and Dawn emphasizes the importance of clearing those untrue messages to truly experience financial harmony. She’s not just talking about numbers; she's talking about a holistic approach to financial wellness for women that integrates your aspirations with actionable strategies. This episode will help you understand that a financial strategy isn't just about investing; it's about shifting your money mindset to one of abundance and possibility. ☑️ Discover why some common financial beliefs might be holding you back from your desired retirement planning and wealth management. ☑️ Learn about the powerful concept of a tax roadmap and how to prepare for a tax-efficient retirement, ensuring your hard-earned money works for you. ☑️ Get a sneak peek into the foundational steps of investing for women that go beyond surface-level advice, creating a solid path to financial success mindset. If you're a driven woman ready to create massive forward momentum in your business and your personal finances, this episode is a must-listen. Dawn's insights, combined with her book, "Manifest and Invest," offer a fresh approach to transforming your financial future.  More About Dawn: Dawn Santoriello, CFP®, is the founder and CEO of DS Financial Strategies, a fee-based financial planning firm dedicated to helping women, couples, and entrepreneurs across the U.S. achieve their financial goals. Based near Philadelphia, Dawn specializes in comprehensive, tax-efficient strategies that empower clients to maximize their wealth and minimize their tax burden. With over 20 years of experience, she focuses on not only growing wealth but also protecting it by reducing unnecessary tax liabilities. A best-selling author of "Manifest and Invest: Live Your Best Life, Get Your Money Right," named 2024 Best Financial Book by Best Holistic Life Magazine, Dawn is also a member of prestigious groups like Ed Slott’s Master Elite IRA Advisor Group and David McKnight’s Power of Zero Advisory Group. Her unique "Releasing the 5 Biggest Money Blocks Holding You Back" methodology connects financial strategies with personal wellness, addressing both practical and emotional barriers to success. Dawn's expertise has been featured in major publications like Forbes, ABC, NBC, CBS, and FOX, reflecting her commitment to helping clients build long-term wealth with clarity and peace of mind. Business Profit Blueprint https://go.dsfinancialstrategies.com/launch Website www.dsfinancialstrategies.com Facebook https://www.facebook.com/DSfinancialstrategies/ https://www.facebook.com/dawnsantoriello Instagram https://www.instagram.com/dsfinancialstrategies/ https://www.instagram.com/dawnsantoriello/ LinkedIn https://www.linkedin.com/in/dawnsantoriello/ HOW I CAN SUPPORT YOU 👉 Join the BuildHER Community https://www.facebook.com/groups/921909039447541 📅 Book Your AHA Moment Call https://thelituplife.com/claritycall 🎧 Watch & Listen to Full Episodes: YouTube: https://bit.ly/leadyourlifepodcastyoutube Apple: https://bit.ly/leadyourlifepodcastapple Spotify: https://bit.ly/leadyourlifepodcastspotify ❤️ Follow me on IG: https://instagram.com/the_lituplife #LeadYourLifePodcast #DebbieHeiser #LitUpLife #FemaleEntrepreneur #MindsetCoach #WomenInBusiness #FinancialFreedom #MoneyMindset #WomenInFinance #WealthBuilding #LeadYourLife #EntrepreneurFinance #FinancialPlanning #TaxEfficientRetirement