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Ep 15 - Going deeper in the spiritual & Financial planning relationship
Your RADIANT Money Show
English - January 14, 2022 15:00 - 7 minutes - 5.74 MBInvesting Business money spirituality Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Looking back at the episodes that have been released, Ep 2 - Merging spirituality and financial planning, has been the top show listened to and viewed on YouTube. So there's something there, there's a curiosity about the coming of these two. So let's expand on it a little more.
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If you've worked with a financial advisor before the first question you've probably been asked is "when do you want to retire?" And then "what goals would you like to accomplish?"
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Have we all been born to have the same goals?!?! To retire at 65, and then start living the "dream life", and maybe along the way buy or renovate a home, buy a car, send the kids to college, and go on vacation.
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This is what Spiritual Financial Planning is . . . it's finding out the theme for your existence (your soul's purpose) by doing the visualization that I guide you on (see episode #3), and then creating a Journey Map with financial and non-financial steps to get there.
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Let me make it real. . . let's say Sally met with a traditional financial advisor and the first thing she's asked: "when do you want to retire, Sally?" This is a retirement planner.
Now let's say Sally and I met, we start with the Guided Visualization and we find out that she wants to make work optional in 5 years (not 25!) and has a heart's calling to set up a non-profit for injured guineapigs.
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Very different approach to financial planning! Once is the cookie-cutter, and the second is living a life that will fill your heart with joy when you're 97, 98, or older.
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