Growing Money with Sean Trace

The Cozy Budget | Anne Serrano | Growing Money with Sean Trace

42 min · 12. Juni 2026
Episode The Cozy Budget | Anne Serrano | Growing Money with Sean Trace Cover

Beschreibung

In this episode of Growing Money with Sean Trace, I sit down with Anne Serrano, a CFP professional who helps the rising generation build a healthier relationship with money. We talk about why so many people feel guilt, shame, and anxiety when they look at their bank account, and why budgeting does not have to feel restrictive or miserable. Anne shares a softer, more human approach called cozy budgeting, where money becomes less about punishment and more about building a life that actually feels good. We also talk about comparison, social media, financial stress, and why smart, hardworking people can still feel overwhelmed by money. One of the biggest takeaways for me was that the first financial habit is not always about numbers. Sometimes it is simply learning how to pause, breathe, notice what is happening, and make one compassionate decision at a time. This conversation is really about money, but it is also about self-trust, future-you, and creating a financial plan that feels like home. What is one money habit you want to make feel less stressful and more peaceful?

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Episode Women, Wealth, And Power | Cary Carbonaro | Growing Money Podcast Cover

Women, Wealth, And Power | Cary Carbonaro | Growing Money Podcast

In this episode of Growing Money with Sean Trace, I sit down with Cary Carbonaro, CFP®, MBA, a women and wealth expert who has spent 25 years helping women understand money, investing, financial planning, and long-term wealth building.  This conversation hit me hard as a father, because so much of what Cary shares is about preparing the next generation of women to own their financial future with confidence. We talk about the great wealth transfer, why women are expected to control a massive share of wealth in the coming years, and why the financial industry still has not fully adapted to serve them. Cary also breaks down the myths women are taught about money, why cash can feel safe but hold people back, how divorce and widowhood expose gaps in financial relationships, and why basic money skills should be taught before adulthood.  This episode is really about empowerment, education, and changing the way families talk about money. What is one money lesson you wish you had learned earlier in life?

Gestern44 min
Episode Specialists Are Cooked | Dr. Angela C. Meyers | Growing Money with Sean Trace Cover

Specialists Are Cooked | Dr. Angela C. Meyers | Growing Money with Sean Trace

In this episode of Growing Money with Sean Trace, I sit down with Dr. Angela C. Meyers to talk about one of the biggest shifts happening in work, money, and identity right now: the rise of AI and the return of the modern polymath.  For years, people have been told to niche down, specialize, and become an expert in one narrow lane. But in a world where AI is automating specialized tasks faster than ever, that advice may be starting to fail people. Dr. Angela breaks down why adaptability, curiosity, emotional intelligence, systems thinking, and the ability to connect ideas across disciplines may become some of the most valuable human skills in the next decade. We also talk about why so many people feel financially trapped, why fear can shrink your future, and why your ability to keep learning may be your greatest safety net. This conversation is about money, work, AI, reinvention, and what it really means to stay human in a changing world. Are you trying to master one path right now, or are you building a life with multiple skills, interests, and ways to adapt?

22. Juni 202648 min
Episode Lifestyle Creep Hurts | Logan Bennis | Growing Money with Sean Trace Cover

Lifestyle Creep Hurts | Logan Bennis | Growing Money with Sean Trace

I sat down with Logan Bennis, a financial advisor out of Dunedin, Florida, who works with business owners and families to untangle their financial lives and actually build something that lasts.  We got into the real reasons why people who earn good money still feel broke, it almost always comes back to lifestyle creep, keeping up with appearances, and skipping the unsexy stuff like disability insurance and estate planning that nobody wants to talk about.  Logan broke down the biggest mistakes he sees walking through his door every single day, from families with zero protection on their assets to people chasing get-rich-quick schemes online while ignoring the slow, boring path that actually made every one of his 100+ millionaire clients wealthy.  What's one money habit you wish someone had taught you before you turned 18?

17. Juni 202634 min
Episode The Founder’s Trap | Charles Gaudet | Growing Money with Sean Trace Cover

The Founder’s Trap | Charles Gaudet | Growing Money with Sean Trace

In this episode of Growing Money with Sean Trace, I sit down with Charles Gaudet, CEO of Predictable Profits, to talk about what it really takes to grow a business in a world where hard work alone is no longer enough.  Charles breaks down the difference between starting a business from scratch and buying into one with existing momentum, why so many founders fall into the “founder’s trap,” and how success can sometimes create more pressure, burnout, and dependency instead of freedom. We also talk about AI, business strategy, trust, authenticity, founder branding, and why companies need to focus less on outputs and more on real outcomes. One of my favorite parts of this conversation is Charles’ reminder that the most successful people he has met are also the most curious. They do not assume they know everything. They keep asking better questions, solving bigger problems, and building businesses around impact instead of ego. What do you think is more important for building a successful business today: working harder, asking better questions, or solving better problems?

15. Juni 202648 min