Redefining Wealth Through Financial Planning and Life Fulfillment with Josh St. Laurent

Affordable Freedom

Meet Josh St. Laurent: Financial Planner and Owner of Wealth in Yourself.

Join host Bryan Huhn in a thought-provoking conversation with Josh St. Laurent, a seasoned financial planner and founder of Wealth in Yourself, on this episode of the Affordable Freedom Podcast.

Together, they share their experiences transitioning from corporate financial roles to entrepreneurial ventures, highlighting the paramount importance of financial education in empowering clients and fostering trust in the advisor-client relationship.

As an adjunct professor of finance and certified financial therapist, Josh brings a unique perspective, emphasizing the integration of emotional well-being with practical financial planning.

Key Takeaways:

1. Empowering Education: Discover how prioritizing financial education enhances client engagement and trust, fostering a collaborative advisor-client relationship.
2. Emotional Aspect of Money: Explore the role of financial therapy in addressing deep-seated money scripts and emotions that influence financial behavior.
3. Transparency in Financial Advice: Learn about the emerging trend towards flat fee financial advising, promoting transparency and aligning interests between advisors and clients.
4. Redefining Wealth and Retirement: Challenge conventional notions of wealth and retirement by focusing on life planning and using money as a tool to create freedom and fulfillment.
5. Intentional Living: Tune in to explore the concept of living a fulfilled life now while strategically planning for the future, emphasizing intentionality with every financial decision.

Don't miss this enlightening discussion as Bryan and Josh delve into the evolving landscape of financial planning, offering insights and strategies to help you achieve financial freedom and live a life of purpose and abundance.