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

The Meaning Movement: Rediscover your Passion, Avoid Burnout, and Do Work You Love.

Treść dostarczona przez The Meaning Movement and Dan Cumberland. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez The Meaning Movement and Dan Cumberland lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.

1y ago 49:05

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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/

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#Business #Dan Cumberland: Career #Meaning Consultant #Careers #Self-Improvement #Podcasting Education #Meaning Movement