The Moments That Change Everything (Ep. 1)
You can do everything “right” with money and still feel uncertain about what comes next. This episode explores why and what to do about it.
In this inaugural episode of Money, Meaning and Midlife Plot Twists, host Erin Hadary, CFP®, MBA, CAP®, CEFT®, shares the story behind her work and the philosophy that guides her in working with clients through life’s biggest transitions. What began as a curiosity for math and economics evolved into a career rooted in listening, education, and helping people make thoughtful decisions with their money. Erin reflects on her unconventional path into financial planning, the early influences that shaped her perspective, and why she believes financial literacy is less about expertise and more about meeting people where they are.
Throughout the conversation, Erin introduces the heart of her approach: understanding each client’s money story, especially during moments of change such as career shifts, inheritances, losses, or new opportunities. She shares how her grandmother’s resourcefulness and joy continue to influence her view that money is not just a tool for security, but a way to create meaning, support values, and build a life that feels aligned. This episode sets the stage for future conversations focused on helping listeners navigate their own financial transitions with clarity, confidence, and intention.
Key Talking Points:
- Erin’s path into financial planning and her curiosity-driven approach
- Why financial literacy starts with meeting people where they are
- How life transitions shape financial decisions
- The role of money stories and early influences
- Using money to support values, choices, and long-term meaning
- And more!
Explore the full episode to learn more about navigating your own financial turning points.
Connect with Erin Hadary:
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