EP. 97: ADHD and Managing Money with Michelle Nickel

Tired of ADHD strategies that don’t work? Here’s what actually does. FREE training here : https://programs.tracyotsuka.com/signup ___ Join Tracy as she welcomes Michelle Nickel to Episode 97 of ADHD for Smart Ass Women. Michelle earned a degree in liberal arts and followed that up with an MBA. She went to work for a major brokerage firm at the age of 25. Along the way she earned AAMS (Accredited Asset Management Specialist) and CFP (Certified Financial Planner) designations and also holds series 7, 63 and 66 Securities Licenses. Working in a small town, Michelle did everything from making sure little old ladies didn't run out of money, designing retirement plans, setting up college savings accounts and everything in between. Her favorite thing to do is to take a giant pile of financial statements and data and turn it into a comprehensible and workable plan for her clients. Michelle learned how to manage investments from her company, but managing day to day finances was harder, because of her ADHD. After 23 years working as an advisor, Michelle was able to retire at 48. Michelle lives with her husband and two teenage boys, both of whom have ADHD, in Alabama. Michelle shares with us: The circumstances surrounding her ADHD diagnosis, Her ADHD symptoms, How to save, The importance of automating everything you can, How to save if we're self-employed, What we should do with credit cards, How to pay bills, How to budget, The importance of cash, The ADHD traits that Michelle feels are responsible for her success, The ADHD traits that Michelle still struggles with, Her key to living successfully with ADHD, Her number one ADHD workaround, What it means to make decisions in advance, Her future plans for "retirement" _______________ Resources: Michelle's Blog Raymond James Edward Jones The Automatic Millionaire by David Bach Send a Message: Your Name | Email | Message If this podcast helps you understand your ADHD brain, Shift helps you train it. Practice mindset work in just 10 minutes a day. Learn more at tracyotsuka.com/shift Instead of Struggling to figure out what to do next? ADHD isn’t a productivity problem. It’s an identity problem. That’s why most strategies don’t stick—they weren’t designed for how your brain actually works. Your ADHD Brain is A-OK Academy is different. It’s a patented, science-backed coaching program that helps you stop fighting your brain and start building a life that fits. 👉 Learn more here : https://programs.tracyotsuka.com/aok-academy Learn more by connecting with Tracy through Instagram , Facebook , LinkedIn , Pinterest , or visit adhdforsmartwomen.com . Are You Ready to Discover Your Brilliance? Order Now: https://tracyotsuka.com/book2 Visit our website: https://tracyotsuka.com