From Saving to Investment, with Leilani Latimer

From Saving to Investment, with Leilani Latimer

From Money Tales by Aspiriant

March 5, 2026 · 38 min

About this episode

Leilani Latimer discusses her journey from feeling financially successful to confronting anxiety and achieving a healthier relationship with money.

Feeling financially successful on paper but trapped in real life can change everything. In this episode, C-suite executive and board director, Leilani Latimer, shares how unintentionally becoming house poor while living in Italy as a young adult forced her to confront anxiety, control and independence. When she sold the house, those lessons ultimately set the foundation for her to achieve a healthier, more balanced relationship with money. Leilani is a global C-suite executive and NACD Certified Board Director who leads companies through critical inflection points. She drives growth, connects strategy to execution and builds operating models designed for scale and resilience. Her track record spans B2B, SaaS, Marketplace, AI/ML and Enterprise Technology companies across public, PE-backed and venture-backed organizations. She has held executive roles in sales, marketing, commercial operations, product and customer success, bringing a comprehensive understanding of how these functions integrate to drive performance. She is currently a strategic advisor to growth-stage technology companies, partnering with Founders, CEOs, VCs and PEs to shape business models, strengthen go-to-market…

People in this episode

Guest: Leilani Latimer

Topics covered

  • financial success
  • money management
  • anxiety
  • independence
  • investment
  • C-suite leadership

Keywords

  • financial success
  • house poor
  • money management
  • C-suite executive
  • investment
  • anxiety
  • independence

Mentioned in this episode

Organizations: Aspiriant

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