You're Successful... So Why Does Your Money Still Feel Like a Mess? with Allie Beckmann

Allie Beckmann, founder of Liberated Financial, a woman-owned, independent financial planning and investment management firm helping high-earning tech and creative professionals, and solo or small business owners, bring clarity and confidence to their money.

Through comprehensive financial planning, tax-efficient investment management, and a values-based approach, Allie helps her clients make smart financial decisions that are aligned with who they are, not just what the numbers say.

Now, Allie’s journey from professional performing artist to financial planner demonstrates what it looks like to rebuild success on your own terms, creating stability without losing creativity, identity, or freedom.

And while growing a solo practice in a traditionally male-dominated industry, she’s proving that financial planning can be strategic, emotionally intelligent, deeply human, and even a little fun.

Here’s where to find more:

www.getliberatedfinancial.com

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

https://youtu.be/LSwRs6iwaHI?si=rqpqluHa9FiDxkgZ (speaker for Creative Mornings Denver)

www.jointheexperiment.com (website for the community I founded)

Freebie: https://www.getliberatedfinancial.com/values-download

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Welcome to The Unforget Yourself Show where we use the power of woo and the proof of science to help you identify your blind spots, and get over your own bullshit so that you can do the fucking thing you ACTUALLY want to do!

We’re Mark and Katie, the founders of Unforget Yourself and the creators of the Unforget Yourself System and on this podcast, we’re here to share REAL conversations about what goes on inside the heart and minds of those brave and crazy enough to start their own business.

From the accidental entrepreneur to the laser-focused CEO, we find out how they got to where they are today, not by hearing the go-to story of their success, but talking about how we all have our own BS to deal with and it’s through facing ourselves that we find a way to do the fucking thing.

Along the way, we hope to show you that YOU are the most important asset in your business (and your life - duh!).

Being a business owner is tough! With vulnerability and humor, we get to the real story behind their success and show you that you’re not alone.

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Find all our links to all the things like the socials, how to work with us and how to apply to be on the podcast here:

https://linktr.ee/unforgetyourself