Unleash Your True Value®

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:

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.

Starting January 17th, Negotiation with Confidence Master Class. Includes 1:1 coaching and group coaching, 10 video lessons, handouts, tips sheets, and a community of like-minded women. Apply today. Space is limited.

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How to Plan for a Well-Lived Life | Episode 140