Financial Mistakes Even Financial Planners Make (And How to Forgive Your Own)

Financial mistakes happen to everyone — even Certified Financial Planners. In this candid quick-hit episode of Her Wealth: Unscripted, fee-only fiduciary advisors Susan Jones and Sara Gelsheimer pull back the curtain on their own financial lives and the money lessons they’ve learned the hard way. Have you ever wondered: Am I saving too much and enjoying life too little? Why do I feel guilty spending money I’ve earned? How do I get more involved in my family’s finances when I feel like I don’t know enough? This episode is for you. We believe financial decisions are most powerful when they’re made with intention and grounded in what matters most to you — and that starts with giving yourself grace. By getting honest about our own hurdles, we hope to create a shame-free zone for women to examine their own financial journeys. In this episode, we cover: The “chronic saver” trap — why a scarcity mindset can hold you back from enjoying your money, even when your retirement plan is solid The emotional side of money — how subconscious feelings about finances drive our decisions more than spreadsheets do Spending guilt — why it’s easier to give clients permission to spend than to give it to ourselves The confidence gap — the silent mistake of assuming you “don’t know enough” to be involved in your own financial life, and why handing over 100% of financial control creates avoidable problems later Transitioning from saving to spending — what it really takes to shift from the working years into retirement with confidence The moral of the story? Financial mistakes are almost always repairable. It’s more than just the numbers — it’s the life they make possible. Chapters: 0:00 - Why we’re sharing our own money mistakes 1:09 - Susan’s uninvested cash mistake 2:45 - Sara’s chronic saver confession 11:04 - Purchases we completely regret 16:30 - The “it’s just money” moment 17:50 - The confidence gap holding women back 18:30 - How mistakes make us better advisors 👋 If this conversation resonated, like the video, share your thoughts in the comments, and subscribe for more real conversations about women and wealth. 📖 Read the full transcript and companion article on the Sorelle Journal: https://www.sorellewealthpartners.com... Her Wealth: Unscripted is hosted by Susan Jones, JD, CFP®, CDFA® and Sara Gelsheimer, MBA, CFP®, co-founders of Sorelle Wealth Partners, a fee-only fiduciary wealth management firm serving women and families navigating divorce, widowhood, retirement, and other major life transitions, with offices in Boca Raton, FL and St. Louis, MO. Learn more at [sorellewealth.com]. #HerWealthUnscripted #MoneyMindset #WomenAndWealth