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Money, Family, and the Tough Conversations We Can’t Afford to Avoid

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Manage episode 501021211 series 3359182
Content provided by Kelly Metras & Kelly Bush, Kelly Metras, and Kelly Bush. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kelly Metras & Kelly Bush, Kelly Metras, and Kelly Bush or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

What happens when life throws you a curveball—like an unexpected family crisis—right in the middle of running your business? In this episode, we’re digging into that exact challenge with Julie Loughlin Haers, co-founder of Breathe Capital Planning.

Julie brings not only her professional expertise but also her personal experiences navigating the tricky space where business finances, personal responsibilities, and family emergencies collide. We talk about why reserve funds aren’t just a “nice to have,” but a lifeline, and how open conversations about money can help you steer clear of misunderstandings—or even financial abuse—in personal relationships.

We also dive into:

  • The real emotional toll of balancing entrepreneurship with caring for aging parents.
  • How to build financial resilience so a crisis doesn’t sink your business.
  • Why transparency in shared finances matters more than you think.
  • The unique pressures faced by the sandwich generation—and why community support is crucial.

This isn’t just a money talk—it’s about financial literacy as self-care. By the end, you’ll feel more equipped to protect your independence, prepare for the unexpected, and create a financial plan that works for both your business and your life.

Mentioned in this episode:


A little more about Julie:

Co-founder of Breathe Capital Planning and Consulting LLC Located in Rochester, NY and operating in multiple states in the nation.

Founder Divine Abundance streaming show on ROKU, You Tube exploring living your most aligned life.

An inspired motivational speaker and presenter focused on sharing more love and kindness in the world through sharing stories of overcoming.

A spirit led financial advisor that focuses on connecting to what resonates for her client.

A nurturing business- woman who values and cultivates life- long relationships with her clients and friends.

A published author of the book “Surrender to Rise” – an anthology book of inspiring stories of women across the US who have turned struggle into strength and success.

Divorce Coach in 2025 received her certification from CDC, coach for Insight Divorce Solutions.

Co-host of “The Women’s Retreat” in Sept 2025 In Rochester, NY

Mentioned in this episode:

Joe Bean Roasters

Use promo code Lunchador for 15% off your order! https://shop.joebeanroasters.com

Lunchador Podcast Network

Check out all of the shows on the Lunchador Network at lunchador.org!

  continue reading

69 episodes

Artwork
iconShare
 
Manage episode 501021211 series 3359182
Content provided by Kelly Metras & Kelly Bush, Kelly Metras, and Kelly Bush. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kelly Metras & Kelly Bush, Kelly Metras, and Kelly Bush or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

What happens when life throws you a curveball—like an unexpected family crisis—right in the middle of running your business? In this episode, we’re digging into that exact challenge with Julie Loughlin Haers, co-founder of Breathe Capital Planning.

Julie brings not only her professional expertise but also her personal experiences navigating the tricky space where business finances, personal responsibilities, and family emergencies collide. We talk about why reserve funds aren’t just a “nice to have,” but a lifeline, and how open conversations about money can help you steer clear of misunderstandings—or even financial abuse—in personal relationships.

We also dive into:

  • The real emotional toll of balancing entrepreneurship with caring for aging parents.
  • How to build financial resilience so a crisis doesn’t sink your business.
  • Why transparency in shared finances matters more than you think.
  • The unique pressures faced by the sandwich generation—and why community support is crucial.

This isn’t just a money talk—it’s about financial literacy as self-care. By the end, you’ll feel more equipped to protect your independence, prepare for the unexpected, and create a financial plan that works for both your business and your life.

Mentioned in this episode:


A little more about Julie:

Co-founder of Breathe Capital Planning and Consulting LLC Located in Rochester, NY and operating in multiple states in the nation.

Founder Divine Abundance streaming show on ROKU, You Tube exploring living your most aligned life.

An inspired motivational speaker and presenter focused on sharing more love and kindness in the world through sharing stories of overcoming.

A spirit led financial advisor that focuses on connecting to what resonates for her client.

A nurturing business- woman who values and cultivates life- long relationships with her clients and friends.

A published author of the book “Surrender to Rise” – an anthology book of inspiring stories of women across the US who have turned struggle into strength and success.

Divorce Coach in 2025 received her certification from CDC, coach for Insight Divorce Solutions.

Co-host of “The Women’s Retreat” in Sept 2025 In Rochester, NY

Mentioned in this episode:

Joe Bean Roasters

Use promo code Lunchador for 15% off your order! https://shop.joebeanroasters.com

Lunchador Podcast Network

Check out all of the shows on the Lunchador Network at lunchador.org!

  continue reading

69 episodes

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