Episode 42: When Money Meets Meaning: Navigating Life’s Biggest Transitions with Joshua Dunlop

What if money isn’t just about numbers but about grief, identity, purpose and how we move through life’s biggest changes? In this deeply human and surprisingly soulful conversation, host Jill L. Ferguson sits down with Joshua Dunlop, founder of Even Path and a purpose-driven financial planner who works at the powerful intersection of money and emotion. Together, they explore why financial decisions are often hardest during moments of loss, divorce, retirement, or major life transitions—and why spreadsheets alone can’t guide us through them. Joshua shares his philosophy on emotionally informed financial planning, why shame keeps so many people from seeking help, and how true financial clarity can free us to grieve, heal, and reimagine what comes next. From redefining retirement as a lifestyle transition (not a financial event), to unpacking our complicated relationship with money, relevance, and self-worth, this episode challenges everything we’ve been taught about success and security. You’ll hear about: Why emotions—not investments—derail financial plans The six non-financial pillars that predict a fulfilling retirement How grief, identity, and money collide during major life changes Letting go of shame around finances (no matter how much—or little—you have) Why purpose-driven planning may be the future of financial guidance This episode is for anyone navigating change, questioning old definitions of success, or wondering how to build a life that feels meaningful—not just financially “sound.” 💛 Because when money meets clarity, life gets lighter.