Teaching Confidence with Money: Pain Points of Financial Planning
Wed Feb 04 2026
In this episode, Lauren Lewis sits down with Angela Hall, PhD, CFP, Senior Advisor at Note Advisors, for a refreshing and honest conversation about financial literacy, career pivots, and making money conversations less scary, and a lot more human.
Angela shares her nontraditional path into finance, starting her career in biology and education before finding her calling as a financial advisor. With more than 15 years of experience, a PhD in Leadership and Policy, and a passion for teaching, Angela has built a career around helping individuals, families, and business owners truly understand their finances, not just manage them.
Together, Lauren and Angela discuss:
The pain points of switching careers and trusting the processWhy financial literacy is missing and desperately needed How intimidation keeps people from asking financial questions
Making finance approachable through education, humor, and real-life examples
Helping women feel confident in financial decision-making
Supporting business owners with employee retention and benefits
Why financial wellness matters just as much as compensation
Navigating TikTok advice, AI, and misinformation around money
The importance of trust, accessibility, and long-term relationships
Angela also shares how she works closely with HR leaders and business owners to support employees through education, retirement planning, and real-world financial challenges, meeting people where they are, without judgment.
This episode is packed with insight, warmth, and practical wisdom for anyone who’s ever felt overwhelmed by money conversations or wondered if they were “behind.”
💼 Connect with Note Advisors & Angela Hall
Website: https://www.noteadvisor.com
LinkedIn: Angela Hall
Email: angela@noteadvisor.com
🤝 Connect with StaffBuffalo & Pain Points Podcast
Website: https://staffbuffalo.com
Episodes: https://staffbuffalo.com/painpoints
Socials: @StaffBuffalo
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In this episode, Lauren Lewis sits down with Angela Hall, PhD, CFP, Senior Advisor at Note Advisors, for a refreshing and honest conversation about financial literacy, career pivots, and making money conversations less scary, and a lot more human. Angela shares her nontraditional path into finance, starting her career in biology and education before finding her calling as a financial advisor. With more than 15 years of experience, a PhD in Leadership and Policy, and a passion for teaching, Angela has built a career around helping individuals, families, and business owners truly understand their finances, not just manage them. Together, Lauren and Angela discuss: The pain points of switching careers and trusting the processWhy financial literacy is missing and desperately needed How intimidation keeps people from asking financial questions Making finance approachable through education, humor, and real-life examples Helping women feel confident in financial decision-making Supporting business owners with employee retention and benefits Why financial wellness matters just as much as compensation Navigating TikTok advice, AI, and misinformation around money The importance of trust, accessibility, and long-term relationships Angela also shares how she works closely with HR leaders and business owners to support employees through education, retirement planning, and real-world financial challenges, meeting people where they are, without judgment. This episode is packed with insight, warmth, and practical wisdom for anyone who’s ever felt overwhelmed by money conversations or wondered if they were “behind.” 💼 Connect with Note Advisors & Angela Hall Website: https://www.noteadvisor.com LinkedIn: Angela Hall Email: angela@noteadvisor.com 🤝 Connect with StaffBuffalo & Pain Points Podcast Website: https://staffbuffalo.com Episodes: https://staffbuffalo.com/painpoints Socials: @StaffBuffalo