Money Stories, Setting Better Goals, and Navigating Family Business with Joe Stephan

It's always about money OR

is it that it's never about money?

My guest today is Joe Stephan. He is a financial advisor with a podcast by the name, it's Never about Money, which I love.

As a financial advisor I love that he leads with this question. He acknowledges that the work that he does is not just about money, but about helping his client understand what is meaningful and how to go about living a meaningful life.

I had the chance to connect with Joe on his podcast. It was such a fun experience and wanted to continue the conversation and have him over here on the show.

He is a financial advisor as part of a family firm. There are so many layers of complexity — understanding what he wants in the business, what his family wants, and navigating the overlap between between those two.

We just had a great conversation. We talk about goals, we talk about money, we talk about making a meaningful life.

Show notes:

themeaningmovement.com/joestephan

My interview on Joe's podcast: https://itsneveraboutmoney.com.au/2022/09/28/ep-39-dan-cumberland/