The Wholistic Productivity Podcast #30 Building Financial Wellness: How to Plan for a Secure Future with guest Nicki Parra
What does true financial wellness look like—and how can you start building it today, no matter your age or income?
In this episode of the Wholistic Productivity Podcast, host Chris LeBrun sits down with financial educator Nicki Parra for a powerful and practical conversation about financial literacy, saving, and long-term planning. Together, they unpack how money fits into a balanced life and why taking control of your finances is essential to achieving your professional, personal, and purpose-driven goals.
You’ll learn:
💡 Why financial wellness looks different for everyone—and how to define yours
💡 The truth about saving, investing, and compound interest (even if you’re starting late)
💡 How to overcome fear and financial illiteracy that hold people back
💡 Simple steps to start building an emergency fund and planning for retirement
💡 How risk tolerance changes over time—and how to protect your long-term future
Whether you’re closer to the start of your professional career or closer to retirement, this episode will inspire you to start where you are, take control of your financial future, and live with greater confidence and balance.
🎧 Tune in now to The Wholistic Productivity Podcast — where we help you dream big, plan smart, and live fully.
Show Links
- Connect with Nicki on LinkedIn - https://wholprod.link/nickiparra
- Join the Prosperity Project on Skool - https://wholprod.link/prosperityproject
Chapters
00:00 Introduction
05:07 Defining Financial Wellness
11:09 The Importance of Financial Education
13:08 Misconceptions About Financial Success
15:28 Planning for Retirement
20:18 Starting Your Financial Journey
22:57 Balancing Short-term and Long-term Financial Goals
25:13 Building a Strong Financial Foundation
27:28 Overcoming Financial Overwhelm
29:29 Understanding Risk Tolerance
33:01 Navigating Investment Strategies
36:31 Personal Insights and Reflections
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