Podcast guest
Financial strategist who helps women and families prepare for the unexpected · Episode 121 with Kathi Burns, September 3, 2025
Anna Felix is financial strategist who helps women and families prepare for the unexpected.
On episode 121 of Organized and Energized! The Podcast, Anna and Kathi Burns talked about start an emergency fund with one month of savings, then add more: Anna Felix's approach after she rebuilt from below zero as a widow.
Three financial advisers had nothing for her, and one told her to marry a rich guy, so she researched her options herself and built her own plan.
Who is Anna Felix?
Anna Felix is a financial strategist who helps women and families prepare for the unexpected. Her background is in languages, linguistics and education. She speaks three languages, including English, and worked for years as an interpreter for attorneys and agencies, from court cases and medical appointments to 911 calls and, once, a brain surgery. When she was widowed, she was already carrying heavy medical debt from a severe car accident five years earlier. After three financial advisers had nothing for her, she researched her options herself and built her own plan. People kept asking about what she had learned, and that became her business, which she has run for about a decade. She meets most clients over Zoom.
Where can I find Anna online?
Which episodes feature Anna?
MoneyEpisode 121How To Grow Your Money Using the 3 S's with Anna Felix
Anna Felix was widowed while already carrying heavy medical debt from a car accident five years earlier, so she started her financial rebuild below zero.
Browse the How do I grow my business without burning out? collection, the full episode archive or the guest directory. Want to be a guest yourself? Apply here.
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Candid Answers to Create Better Business Strategies
- How do I grow my business without burning out?
- How do I get more clients?
- How do I become known as an expert?
- How do I organize my home and closet?
Frequently asked questions about Anna Felix
Who is Anna Felix?
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Anna Felix is financial strategist who helps women and families prepare for the unexpected. Financial strategist helping women prepare for the unexpected
What is Anna's main advice from the episode?
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When Anna Felix was widowed, she and her husband had already liquidated everything they had over five years of medical bills from a severe car accident.
Where can I find Anna online?
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Anna's website is www.annafelix.com, and the other links are in the Important Links section of the episode page.
How do I become a guest like Anna?
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Kathi Burns takes guest applications from founders who are willing to share candid stories about the strategies they use to eliminate logjams in their business. Apply to be a guest here and the team will review your application and reply with your next step.
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