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.
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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Guest Links & Resources:
Matt Angell Twitter Profile: https://twitter.com/creativeLPLtd1
Matt Angell Linkedin Profile: https://www.linkedin.com/in/matt-angell-0508a21b/
Creative Lifestyle Planning Website: https://creativelifestyleplanning.com/
Visit Fund Your Retirement: https://www.fundyourretirement.com/
Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.