Breaking Money Silence

How to Plan for a Well-Lived Life Episode 140 Today’s podcast episode is the first in a new series titled “A Well-Lived Life.” In this series, you will learn what a well-lived life is and how the definition shifts depending on your culture, race, generation, and gender. I thought it was a great theme to kick off a new year and I hope you agree. My first guest is Angela Renee, Administrative Director and Senior Client Service Manager at Halbert Hargrove. In the fall of 2021, I was a guest on her firm’s Fearless Money Talk Webinar Series and Angela and I had so much fun I decided to invite her to be on the podcast.  In this episode, Angela and I discuss how financial planning was much more than numbers and how Angela conducts client interviews to help individuals and couples identify their well-lived lives. Here are 5 thing