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For a lot of us, money is something we manage, but what would it take to actually own it?

 

In this episode of The SpelLIFE Podcast, Jill and Gaynell sit down with financial advisors Kay Anderson, CFP® and Jasen Gilbert, CFP® of Ciccarelli Advisory Services to to discuss the habits, mindset shifts, and practical steps that can help individuals build a stronger financial future.

 

Money topics can feel daunting for anyone—and often more so for women, who tend to navigate them across every season of life: career, raising a family, caretaking aging parents, and retirement, frequently while someone else "handles the money." Kay and Jasen unpack what financial freedom really means and how to get there.

 

Whether you're just starting to look at your finances or strengthening a plan you already have, this episode offers a warm, practical roadmap to financial freedom.

 

💡 What You'll Learn

• What "financial freedom" actually means and why it looks different for everyone

• How to build healthy financial habits and avoid common money pitfalls

• Strategies for reducing debt and improving financial confidence

• How to prepare for retirement and unexpected life events

• The role estate planning plays in long-term financial security

• Why taxes are a year-round strategy, not an April 15th scramble

• Practical steps you can take today to strengthen your financial future

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Investment Advisory Services offered through Ciccarelli Advisory Services, Inc., a registered investment adviser independent of Osaic Wealth Inc. Securities and additional investment advisory services offered through Osaic Wealth Inc. Member FINRA/SIPC and a registered investment adviser. 9601 Tamiami Trl N, Naples, FL 34108  |  239-262-6577