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.

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 connect with Matt Angell

Hope you enjoy and have a wonderful day.

The FYR team.