How to Plan for a Well-Lived Life
Episode 140
Today’s podcast episode is the first in a new series titled “A Well-Lived Life.” In this series, you will learn what a well-lived life is and how the definition shifts depending on your culture, race, generation, and gender. I thought it was a great theme to kick off a new year and I hope you agree.
My first guest is Angela Renee, Administrative Director and Senior Client Service Manager at Halbert Hargrove. In the fall of 2021, I was a guest on her firm’s Fearless Money Talk Webinar Series and Angela and I had so much fun I decided to invite her to be on the podcast.
In this episode, Angela and I discuss how financial planning was much more than numbers and how Angela conducts client interviews to help individuals and couples identify their well-lived lives.
Here are 5 things you will learn by listening to this episode:
- The difference between wealth and a well-lived life
- The factors that influence your definition of abundance
- The importance of preparing for life’s financial twist and turns
- What life-phase planning is and how it differs from traditional planning
- 3 questions to ask yourself to to determine your well-lived life
Resources mentioned in this podcast include:
- Discovery Process Video
- Life Phase Investing
- Designing Your Life Book
- Fearless Money Talk Webinar
Want to connect with Angela? Here’s how:
- Halbert Hargrove website
- Angela Renee LinkedIn
A special thank you to our episode sponsor, Halbert Hargrove.
This episode is sponsored by Halbert Hargrove, an advisory firm that believes in the fearless pursuit of well-lived todays and tomorrows. For 85 years, our advisors have worked to help our clients reach their financial goals, and as fiduciaries, we act in their best interests at all times. For help with your well-lived life, visit www.HalbertHargrove.com.
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