FYR052 Lifestyle Financial Planning with Matt Angell

Episode notes

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