About this episode

Tammy Peterson interviews Lori Atwood about the emotional aspects of personal finance and how to approach money without shame or fear.

What if the shame and fear you feel around money has nothing to do with math? In this episode, I sit down with Lori Atwood, founder and CEO of Fearless Finance and certified financial planner with over 25 years of experience in investment banking, asset management, and private equity, to talk about why personal finance is 90% emotional and only 10% mathematical, and what that means for anyone who has ever felt overwhelmed, frozen, or ashamed when it comes to their money. Lori built Fearless Finance to offer something rare in the financial world: fiduciary, hourly financial planning with no sales, no minimums, and no judgment, making expert guidance accessible to people at every stage of life, from your 20s through retirement. We talk about how avoidance is the single worst thing you can do for your finances, how to take that first honest look at your numbers without spiraling, what it really means for a financial advisor to be a fiduciary and why it matters, the emotional baggage so many of us carry around money and where it comes from, and how financial clarity can actually open the door to a more meaningful and intentional life. If this conversation helped you see your finances…

People in this episode

Host: Tammy Peterson

Guest: Lori Atwood

Topics covered

• personal finance
• emotional finance
• financial planning
• fiduciary advice
• money mindset

Keywords

• money problems
• financial clarity
• emotional baggage
• fiduciary
• financial advisor

Mentioned in this episode

Organizations: Fearless Finance

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