Plan Your Third Act: Financial Freedom and Reinvention After 50 with Katana Abbott | #204

Jul 21, 2025

31:05

forum

Ask episode

view_agenda

Chapters

auto_awesome

Transcript

info_circle

Episode notes

Is it too late to start over at 50? Absolutely not.

In this powerful episode of the Second Act Success Career Podcast, Shannon Russell is joined by Certified Financial Planner, midlife millionaire coach, and host of Smart Women Talk Radio, Katana Abbott. Katana shares her remarkable story of resilience—from personal trauma to building a thriving financial planning business managing over $100 million.

Katana reveals why your third act can be the most purposeful and profitable season of your life. You’ll learn how to identify your financial gaps, understand your Social Security options, and create a smart retirement strategy—even if you’re starting later than expected. She also explains her “5 Money Personalities” framework, how to overcome limiting beliefs around money, and what every woman should know before walking into retirement.

🎁 Plus, Katana shares a free resource: The 5 Biggest Money Mistakes Women Make and How To Fix Them. Don’t miss it!

🎯 Takeaways from this episode:

Why your past struggles can fuel your purpose and financial future
The 4% rule explained (and how much you really need to retire)
How to create guaranteed lifetime income—even without a pension
When and how to claim Social Security the smart way
How to design a purpose-driven third act doing what you love
Why financial planning isn’t just for men—and how women can take control confidently

SHOW NOTES:

https://secondactsuccess.co/204

📬 Access Katana’s free ebook and learn more:
https://katanaabbott.com

5 Money Mistakes - https://smartwomensempowerment.org/sign-up/

https://www.linkedin.com/in/katanaabbott/

https://x.com/katanaabbott

https://www.facebook.com/KAWealthCoach

-------

********

Book a free Strategy Call with Shannon

Watch the free How To Start a Business Training

Download the free Career to Business Roadmap