About this episode

Lori Atwood discusses her journey to founding Fearless Finance and the concept of hourly financial planning without sales pressure.

Lori Atwood left private equity after the 2008 market chaos, stayed home with her daughter, and stumbled into a surprising path: filming free seminars to test video formats—then realizing people wanted her as their financial planner. That pivot became Fearless Finance, built to make fiduciary advice accessible without sales pressure, minimums, or shame. In this episode, Lori breaks down what hourly financial planning looks like in real life—especially for people in the “asset accumulation” years: buying a home, having kids, changing careers, starting businesses, and trying to make decisions without panic. She also shares how to think about quitting a day job, building a runway, balancing salary vs. growth, and why “getting happy” might be the most practical financial move you can make.

People in this episode

Host: Virginia Purnell

Guest: Lori Atwood

Mentioned in this episode

Organizations: Fearless Finance

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