How Evolving Financially Can Lead To New Meaning In Life

Edward Coambs, CFP®, LMFT, CFT-I™ recently hosted Daniele Beasley, MBA, CFP® on the Healthy Love & Money Podcast for an Episode on the evolution of finances and creating meaning in life. How do finances evolve over time? How do we balance and plan for our present and future selves? How can taking time to make important financial decisions ensure alignment with deeper goals?
“We raised $1.1 billion in small-cap. I was finally making money that I always dreamed about, but I wasn’t happy. So, that was when I had to really look inward and say, “Okay, well what do I want to do with my life?” It’s not necessarily about how many zeros are on my paycheck…what really gets me excited about getting up every day is seeing progress and seeing my clients have those ‘AHA’ moments, or [reducing] some of the stress and anxiety around their financial lives. I can have some part of that, and that’s incredibly rewarding for me.”