EP125: Wealth Management for An Abundant Life with Kaitlyn Laney
Oracle On Purpose | Lia Dunlap
Release Date: 04/29/2025
Oracle On Purpose | Lia Dunlap
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Live into your greatest possibilities. Join the Limitless Life Club today! How do you take ownership of a connection that goes beyond one-on-one? In this episode, we’re exploring what it means to be a true conduit for energetic flow within your relationships and connections. Are you seeing that internal flow from one person to the next? We’ll dive into the referral process, the ripple effect of your impact, and how to empower others to expand their own circles. Because sometimes, going beyond the first introduction makes your strongest connections...
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Live into your greatest possibilities. Join the Limitless Life Club today! Stop showing up based on what others might think of you, and start honoring yourself. In this episode, I’m joined by Colin Egglesfield, actor, author and public speaker. We talk about what it means to find your purpose and how to start moving forward into it. Colin shares how he turned emptiness and three cancer diagnoses into something meaningful by giving back. He also opens up about meeting an intuitive and how acting classes helped him recognize his insecurities and fight impostor syndrome, starting his...
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Live into your greatest possibilities. Join the Limitless Life Club today! In this episode, we're diving into the five big reasons why affirmations might not be working for you (or for most people). We’ll talk about how to move from generic phrases to powerful, personal affirmations that actually shift your mindset and help you break free from old beliefs that no longer serve you. You'll learn why your affirmations should match your specific desires, thought patterns, and the challenges you’re working to overcome. And when one of these affirmations speaks to you, say it out loud....
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Live into your greatest possibilities. Join the Limitless Life Club today! Sometimes, the universe speaks to us in ways we never expect. In this episode, I sit down with Cynthia James, an award-winning international author and coach, to talk about how you can awaken your destiny. From childhood struggles to spiritual seeking, Cynthia opens up about her journey to alignment and becoming a coach. She reminds us to listen and recognize the subtle messages the universe sends. Your purpose is already encoded in you. Surrender to your calling and allow the nudges...
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Live into your greatest possibilities. Join the Limitless Life Club today! Is your journey to an abundant life a little terrifying and exciting all at once? (Terri-citing, as we like to call it!) In this episode, I chat with Kaitlyn Laney, owner of Trek Wealth Solutions, as she shares her leap of faith into entrepreneurship and becoming a financial advisor—because deep down, she knew she was meant for more. Kaitlyn opens up about the power of women supporting women, building confidence, and shifting how we think about investing for real growth. She also...
info_outlineOracle On Purpose | Lia Dunlap
Live into your greatest possibilities. Join the Limitless Life Club today! What you think about most becomes the reality you live. In this episode, I’m sharing four key reasons why you might be holding back from your next level glow-up and how to step boldly into your limitless life of purpose and prosperity. That purpose-driven mindset? It’s already within you. Let’s ignite it together so that when self-doubt shows up, you’ll know exactly where to focus your energy. You have the power to release mental blocks, nourish your mind, and root yourself in...
info_outlineLive into your greatest possibilities. Join the Limitless Life Club today!
https://www.limitlesslifeclub.org
Is your journey to an abundant life a little terrifying and exciting all at once? (Terri-citing, as we like to call it!)
In this episode, I chat with Kaitlyn Laney, owner of Trek Wealth Solutions, as she shares her leap of faith into entrepreneurship and becoming a financial advisor—because deep down, she knew she was meant for more.
Kaitlyn opens up about the power of women supporting women, building confidence, and shifting how we think about investing for real growth. She also dives into how mentorship and hiring the right people can transform your business.
Yes, the road to abundance can feel scary, but it’s always worth it. You were made to create something powerful.
Know more in this episode of the Oracle On Purpose Podcast: Wealth Management for an Abundant Life.
P.S. If you’re ready to deepen your understanding of the Law of Attraction and activate real change in your life, check out my audiobook "POWER Up the Law of Attraction"—now available on Audible and Amazon. It’s the perfect next step for anyone ready to turn insight into transformation.
Grab your copy here! https://www.amazon.com/Audible-Studios-Brilliance-POWER-Attraction/dp/B0F3G1ZD18/
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Kaitlyn Laney is a dedicated Certified Financial Planner serving Greater Scottsdale, Arizona. She emphasizes taking action and avoiding procrastination when advising the individuals, families, and small business owners she works with. With more than a decade of experience, she has put countless clients in what she calls “the financial front seat” — helping them to enjoy their life while ensuring their retirement and legacy are protected. Outside of her professional endeavors, Kaitlyn enjoys her role as a wife to Max and mom to son Landon. She and her family prioritize giving back to their church community. They actively support local Arizona charities, including A New Leaf and the Diaper Bank of Arizona.
Connect with Kaitlyn Laney.
Facebook: https://www.facebook.com/kaitlyn.morris.560
LinkedIn: https://www.linkedin.com/in/kaitlynlaney/
Instagram: https://www.instagram.com/kate_financial_phenom/
Learn more about Trek Wealth Solutions.
Website: https://www.mytrekwealth.com/
LinkedIn: https://www.linkedin.com/company/trek-wealth-solutions/
Facebook: https://www.facebook.com/trekwealth
I am Lia Dunlap, The Oracle on Purpose with a mission to change people's lives for good. With over 25 years of experience as an Intuitive Business Architect and Coach, I have helped thousands of clients in 76 countries, including hosting three international retreats. As a Best-Selling Author, Founder of the Master Creators Academy, Certified Clinical Hypnotherapist, International Speaker, and Creator of the POWER Plan Life Coaching Program, My Purpose Is Clear: Helping YOU find and follow Your Purpose. I have worked with thousands of leaders, entrepreneurs, and business owners for over two decades, helping them find and experience their Unique Life Purpose.
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