34. Family, Finance, and the Future w/ Mark Halpern

Money touches every part of our lives—but we rarely stop to ask what it actually means to us. In this episode, we sit down with Mark Halpern, CFP, TEP, MFA-P, CEO of WEALTHinsurance.com, to explore the emotional side of financial planning, the lessons that shape our relationship with money, and how early experiences can define the way we think about security, responsibility, and legacy. From navigating fear and uncertainty to reimagining what it means to leave something behind, this conversation invites a deeper look at how we prepare, not just financially, but intentionally, for the future.