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hosted by Lee Cleasby

FYR052 What is Lifestyle Financial Planning in 2022 with Matt Angell


Today Lee is 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.


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 connect with Matt Angell

Hope you enjoy and have a wonderful day.

The FYR team.

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