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Money Stories, Setting Better Goals, and Navigating Family Business with Joe Stephan

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Manage episode 353468244 series 2015250
Content provided by The Meaning Movement and Dan Cumberland. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Meaning Movement and Dan Cumberland 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.

It's always about money OR

is it that it's never about money?

My guest today is Joe Stephan. He is a financial advisor with a podcast by the name, it's Never about Money, which I love.

As a financial advisor I love that he leads with this question. He acknowledges that the work that he does is not just about money, but about helping his client understand what is meaningful and how to go about living a meaningful life.

I had the chance to connect with Joe on his podcast. It was such a fun experience and wanted to continue the conversation and have him over here on the show.

He is a financial advisor as part of a family firm. There are so many layers of complexity — understanding what he wants in the business, what his family wants, and navigating the overlap between between those two.

We just had a great conversation. We talk about goals, we talk about money, we talk about making a meaningful life.

Show notes:

themeaningmovement.com/joestephan

My interview on Joe's podcast: https://itsneveraboutmoney.com.au/2022/09/28/ep-39-dan-cumberland/

  continue reading

132 episodes

Artwork
iconShare
 
Manage episode 353468244 series 2015250
Content provided by The Meaning Movement and Dan Cumberland. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Meaning Movement and Dan Cumberland 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.

It's always about money OR

is it that it's never about money?

My guest today is Joe Stephan. He is a financial advisor with a podcast by the name, it's Never about Money, which I love.

As a financial advisor I love that he leads with this question. He acknowledges that the work that he does is not just about money, but about helping his client understand what is meaningful and how to go about living a meaningful life.

I had the chance to connect with Joe on his podcast. It was such a fun experience and wanted to continue the conversation and have him over here on the show.

He is a financial advisor as part of a family firm. There are so many layers of complexity — understanding what he wants in the business, what his family wants, and navigating the overlap between between those two.

We just had a great conversation. We talk about goals, we talk about money, we talk about making a meaningful life.

Show notes:

themeaningmovement.com/joestephan

My interview on Joe's podcast: https://itsneveraboutmoney.com.au/2022/09/28/ep-39-dan-cumberland/

  continue reading

132 episodes

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