Illuminate Wealth Management
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Finding Joy in Financial Planning & Pursuing the 6 Stages of Financial Independence

by | May 18, 2023 | Financial Planning, Insurance, Money Psychology, Outside CFO, Podcast Appearances, Relationships

“Money is just a tool toward whatever you see for your life, whatever you envision, whatever your fulfillment could be. Whatever that is, it’s just a tool to go that direction.”

Here’s some of what we discussed in this episode: 

  • The ins and outs of financial intimacy and how it can strengthen your relationships.

  • How to navigate the challenges couples face in their financial lives together while uncovering the psychology of money and the important role it plays in our lives.

  • The six stages of financial independence and how to strike a balance between meaningful life experiences and creating an effective financial plan.