Many people approach retirement without a structured financial plan, which can create uncertainty about the future. In this episode of Refined and Unfiltered, we discusses the value of organizing your finances and understanding your long-term goals before stepping into retirement.

I'll explains what typically happens during a financial planning discovery meeting, why money conversations can feel challenging, and how identifying personal goals; such as travel, relocation, or lifestyle preferences, can help guide planning conversations. I also touch on topics like Social Security considerations, healthcare costs, and running different retirement scenarios to help individuals better understand their options.

This episode offers an overview of what a goal-based financial planning process may look like and provides a helpful starting point for anyone wanting to feel more informed and prepared as they think about their financial future.

In this episode of Refined and Unfiltered, Ashley Rogers breaks down how your identity can quietly limit your potential, especially when it’s rooted in achievement, performance, or success.

Drawing from her own journey, her athletic background, and insights from John Maxwell’s 21 Irrefutable Laws of Leadership, Ashley explains:

In this episode, you’ll learn:
• Why high achievers struggle with hidden identity traps
• How childhood praise shapes adult expectations
• The danger of tying your worth to work or success
• How misplaced identity creates a “leadership lid”
• Why entrepreneurs feel pressure, comparison, and burnout
• Why rooting identity in Christ changes everything
• What your calendar reveals about your real priorities

Ashley challenges you to ask:
Who are you becoming and what are you rooted in?

A simple, powerful reminder that your business, achievements, and reputation aren’t your identity… and freeing yourself from that pressure is where real impact begins.

In this episode, I sit down with former teacher turned “accidental entrepreneur” Erin Port, the founder of Simple, Purposeful Living. Erin shares how blogging every day for nearly a decade helped her discover her voice, build a no-debt business, and create a brand that empowers busy women to simplify their lives—one small change at a time.

We discuss the realities of entrepreneurship, imposter syndrome, and what it means to lead with faith while balancing business, motherhood, and purpose. Erin opens up about saying no to misaligned opportunities, learning to be “scrappy” in the early years, and why consistency (not perfection) is the real key to growth.

If you’ve ever felt torn between building your dream and keeping your priorities straight, this conversation is an inspiring reminder that small, intentional tweaks can lead to big transformation.

Connect with Erin:
Find her on TikTok, YouTube, Facebook, and Instagram at Simple Purposeful Living, or visit https://simplepurposefulliving.com/