How To Design a Life Aligned With Your Values: A Conversation With Amy Mullen

Podcast: Making Change with your Money · Laura Rotter, CFA, CFP® | Financial Advisor for Women in Midlife Transitions

Opublikowano: 2026-03-07

In this episode, Laura welcomes Amy Mullen, President of Money Quotient, for a powerful conversation about why financial literacy alone rarely leads to lasting behavior change. Amy shares the origin story behind Money Quotient, beginning with her mother Carol Anderson. After going through a divorce that left her uncertain about her financial future, Carol transitioned from preschool teacher to financial literacy advocate. That experience ultimately sparked the creation of Money Quotient and deeply shaped Amy’s perspective on the connection between money and life design. Growing up with parents who had completely opposite money personalities, a...