Beyond the Numbers: Planning for a Rich Life – Mission Wealth | With Purpose
What if the most important part of your financial plan has nothing to do with portfolio returns?
In the debut episode of Mission Wealth | With Purpose, host Jenna Rogers joins Stephanie Bruno, Partner, Senior Wealth Advisor and Registered Life Planner at Mission Wealth, to explore what it means to plan for a rich life, and how to align your wealth with the people, experiences and goals that matter most to you.
Stephanie shares the client experience that changed her approach to financial planning, practical exercises for clarifying your priorities, and the story of a couple who uncovered dreams neither had shared before. Along the way, Jenna and Stephanie reflect on family, creativity, and making room for what matters.
In this episode, you’ll hear:
- Why a rich life starts with understanding what matters to you.
- How to move from a scarcity mindset toward meaningful giving.
- Three ways to begin exploring your vision for a rich life.
- Why partners should answer life-planning questions separately before comparing their responses.
- How your values can guide your spending and financial decisions.
- A question you can ask yourself tonight to begin the conversation.
Explore your priorities: Download the True Wealth Priorities Worksheet
About the podcast
Some of life’s most meaningful moments also become financial ones. Mission Wealth Purpose explores the decisions, transitions and opportunities that shape our wealth and our lives. Through real stories and candid conversations with Mission Wealth advisors and industry experts, each episode offers perspective to help you approach financial decisions with clarity and thoughtfulness.
Learn more at missionwealth.com, and follow the podcast to hear the next conversation.
For more information on Mission Wealth, please visit www.missionwealth.com.
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Mission Wealth is a Registered Investment Adviser. This information is solely for informational purposes; no investments are recommended. Mission Wealth offers advisory services only to clients or prospective clients for whom Mission Wealth and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Mission Wealth unless a client service agreement is in place.
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