Phil Weiss in Life Planning: The Path to Financial Freedom episode artwork

EPISODE · Jun 5, 2026 · 51 MIN

Phil Weiss in Life Planning: The Path to Financial Freedom

from Good is What Makes You Feel Well · host Anna Resende

Send us Fan MailMoney touches nearly every aspect of our lives, yet many of us were never taught how to relate to it.Financial well-being is much more than figures in your bank account. It's about knowing what’s important to you and aligning your finances with your values. In this conversation, we explore the connection between money and well-being, the importance of trust and rapport with a financial advisor, and why life planning is the key to freedom, at any age and stage.Today's guest, Phil Weiss, is the founder of Apprise Wealth Management, a seasoned financial professional with more than 25 years of experience in personal finance and investment management. What makes Phil's work particularly meaningful is the personal experience that shaped his mission. He witnessed firsthand how a lack of financial preparedness can add stress to already challenging life circumstances.Today, Phil is focusing on helping women facing new beginnings build financial confidence by empowering them with the knowledge and resources they need to start life after divorce, widowhood, or retirement.Whether you're just beginning your financial journey or looking to become more intentional with your resources, this episode offers practical wisdom and a refreshing perspective on what it truly means to be financially well.CONNECT WITH PHIL:Website: https://apprisewealth.com/LinkedIn: https://www.linkedin.com/in/philip-weiss Download my FREE eBook: A Weekend of Feeling GreatIf you enjoyed this episode, please FOLLOW, RATE, REVIEW & SHARE!! Rates and reviews help the message get to more people! Thanks!Good is What Makes You Feel Well is Mamma Terra's PodcastCONNECT WITH MAMMA TERRA HEALTH COACHING:Instagram: @mammaterrahcSchedule a FREE Discovery call Sign up for my free weekly newsletter: HEREBuy my book Living Your Best Life in CollegeTake the 2-minute Wellness QuizIntro Music "Levitar" credits to Ricardo Ulpiano, Thiago Peixoto, Marcelo Luciano Menino, and Anderson Rodrigo de Oliveira.Podcast art credits to Caroline Kohls Thanks for tuning in!

Episode metadata supplied by the publisher feed · Published Jun 5, 2026

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Send us Fan Mail Money touches nearly every aspect of our lives, yet many of us were never taught how to relate to it. Financial well-being is much more than figures in your bank account. It's about knowing what’s important to you and aligning your finances with your values. In this conversation, we explore the connection between money and well-being, the importance of trust and rapport with a financial advisor, and why life planning is the key to freedom, at any age and stage. Today's guest,...

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Phil Weiss in Life Planning: The Path to Financial Freedom

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