How to Plan for a Well-Lived Life

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