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FYR052 Lifestyle Financial Planning with Matt Angell

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Manage episode 407368843 series 3561018
Content provided by Lee Cleasby from Fund Your Retirement. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Lee Cleasby from Fund Your Retirement or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Today I am joined by Matt Angell, director and financial planner of Creative Lifestyle Planning. Matt is a financial planner, qualified financial coach, and mentor with a focus on lifestyle financial planning.

Matt is part of a new wave of financial planners who helps their clients not just fund their retirement, but also find happiness and peace of mind before, and after they retire.

Timestamps:

0:00 to 1:55 Introduction

1:56 to 8:54 Matt Angell’s story and journey.

8:55 to 15:14 Why Matt started Creative Lifestyle Planning?

15:13 to 18:00 How the financial planning industry has changed over the last 10 years.

18:01 to 19:10 Where Matt sees the financial planning industry heading in the next 10 years.

19:11 to 21:55 The challenges future retirees face.

21:56 to 24:21 Questions to ask when looking for a financial planner to work with.

24:22 to 28:30 The difference between a financial planner and a financial coach.

28:31 to 32:00 How Matt is helping the younger generation with their financial planning.

32:01 to 33:50 Financial planning myths busted.

33:51 to 34:55 Where to follow and connect with Matt Angell

Hope you enjoy and have a wonderful day.

The FYR team.

If you like this episode, please subscribe for weekly updates and insights.

Guest Links & Resources:

Matt Angell Twitter Profile: https://twitter.com/creativeLPLtd1

Matt Angell Linkedin Profile: https://www.linkedin.com/in/matt-angell-0508a21b/

Creative Lifestyle Planning Website: https://creativelifestyleplanning.com/

Visit Fund Your Retirement: https://www.fundyourretirement.com/

Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.

  continue reading

85 episodes

Artwork
iconShare
 
Manage episode 407368843 series 3561018
Content provided by Lee Cleasby from Fund Your Retirement. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Lee Cleasby from Fund Your Retirement or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Today I am joined by Matt Angell, director and financial planner of Creative Lifestyle Planning. Matt is a financial planner, qualified financial coach, and mentor with a focus on lifestyle financial planning.

Matt is part of a new wave of financial planners who helps their clients not just fund their retirement, but also find happiness and peace of mind before, and after they retire.

Timestamps:

0:00 to 1:55 Introduction

1:56 to 8:54 Matt Angell’s story and journey.

8:55 to 15:14 Why Matt started Creative Lifestyle Planning?

15:13 to 18:00 How the financial planning industry has changed over the last 10 years.

18:01 to 19:10 Where Matt sees the financial planning industry heading in the next 10 years.

19:11 to 21:55 The challenges future retirees face.

21:56 to 24:21 Questions to ask when looking for a financial planner to work with.

24:22 to 28:30 The difference between a financial planner and a financial coach.

28:31 to 32:00 How Matt is helping the younger generation with their financial planning.

32:01 to 33:50 Financial planning myths busted.

33:51 to 34:55 Where to follow and connect with Matt Angell

Hope you enjoy and have a wonderful day.

The FYR team.

If you like this episode, please subscribe for weekly updates and insights.

Guest Links & Resources:

Matt Angell Twitter Profile: https://twitter.com/creativeLPLtd1

Matt Angell Linkedin Profile: https://www.linkedin.com/in/matt-angell-0508a21b/

Creative Lifestyle Planning Website: https://creativelifestyleplanning.com/

Visit Fund Your Retirement: https://www.fundyourretirement.com/

Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.

  continue reading

85 episodes

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