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Contenido proporcionado por The Meaning Movement and Dan Cumberland. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente The Meaning Movement and Dan Cumberland o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
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Money Stories, Setting Better Goals, and Navigating Family Business with Joe Stephan

49:05
 
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Manage episode 353468244 series 2015250
Contenido proporcionado por The Meaning Movement and Dan Cumberland. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente The Meaning Movement and Dan Cumberland o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.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 episodios

Artwork
iconCompartir
 
Manage episode 353468244 series 2015250
Contenido proporcionado por The Meaning Movement and Dan Cumberland. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente The Meaning Movement and Dan Cumberland o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.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 episodios

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