Susanna Mlot is an experienced business transformation executive, an aspiring author, and a longtime client of host Chris Everett's fiduciary practice.

In this episode of Beyond the Numbers, she joins Chris for an unusually candid conversation about navigating a meaningful relationship later in life — including a partner whose adult children are still struggling to accept it — while building a financial plan that supports the life she actually wants to live.

Susanna's story weaves together a decades-long scarcity mindset she's still working to release, a creative renaissance through writing, and the deeply personal, often unromantic conversations that come with blending two lives — homes, inheritance, and what happens when one partner passes first.

What You'll Learn:

• Why scarcity mindset doesn't disappear with wealth — and how Susanna is working through hers
• The unexpected challenge of later-in-life relationships: adult children who can't accept a parent's new partner
• Why a stepchild's grief often runs far deeper than it appears — and isn't really about the new partner at all
• How couples counseling, prayer, and persistence carried Susanna and her partner through their hardest season
• The practical financial conversations every blended-family couple needs to have, long before the romance fades into the background
• Why Susanna let go of a beloved lake house that no longer served her, even though it was a sound investment
• Susanna's biggest takeaway: you have to ask for what you need — nobody in your life is a mind reader

Resources:
Everett Wealth Solutions: https://everettwealthsolutions.com/

Free resource + Pre-Discover Session (30 min, no cost): https://calendly.com/ews407/30min?back=1&month=2026-06

Subscribe to Beyond the Numbers for conversations where money meets meaning and purpose.

Everett Wealth Solutions is a Registered Investment Adviser in the State of Illinois providing fiduciary financial planning and asset management across the nation.