EPISODE · Apr 5, 2022 · 34 MIN
FYR052 Lifestyle Financial Planning with Matt Angell
from Fund Your Retirement Podcast
Today I am joined by Matt Angell, director and financial planner of Creative Lifestyle Planning. Matt is a financial planner, qualified financial coach, and mentor with a focus on lifestyle financial planning. Matt is part of a new wave of financial planners who helps their clients not just fund their retirement, but also find happiness and peace of mind before, and after they retire. Timestamps: 0:00 to 1:55 Introduction 1:56 to 8:54 Matt Angell's story and journey. 8:55 to 15:14 Why Matt started Creative Lifestyle Planning? 15:13 to 18:00 How the financial planning industry has changed over the last 10 years. 18:01 to 19:10 Where Matt sees the financial planning industry heading in the next 10 years. 19:11 to 21:55 The challenges future retirees face. 21:56 to 24:21 Questions to ask when looking for a financial planner to work with. 24:22 to 28:30 The difference between a financial planner and a financial coach. 28:31 to 32:00 How Matt is helping the younger generation with their financial planning. 32:01 to 33:50 Financial planning myths busted. 33:51 to 34:55 Where to follow and connect with Matt Angell Hope you enjoy and have a wonderful day. The FYR team. If you like this episode, please subscribe for weekly updates and insights. Guest Links & Resources: Matt Angell Twitter Profile: https://twitter.com/creativeLPLtd1 Matt Angell Linkedin Profile: https://www.linkedin.com/in/matt-angell-0508a21b/ Creative Lifestyle Planning Website: https://creativelifestyleplanning.com/ Visit Fund Your Retirement: https://www.fundyourretirement.com/ Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.
NOW PLAYING
FYR052 Lifestyle Financial Planning with Matt Angell
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.