Your Life and Money

Your Life and Money


#23 Living Your Best Life: Transforming Financial Planning with Paul Armson

April 15, 2024

Welcome to "Your Life and Money," where we delve into the transformative power of life-centered financial planning. Join hosts Brad Smith and Tim Borody as they explore stories of real people who have aligned their finances with their life goals and dreams.


In this episode, Brad is joined by Paul Armson, a trailblazer in the financial planning industry who challenges conventional wisdom. Paul shares insights from his book, "Enough," which redefines the purpose of financial advising and empowers individuals to live their best lives without financial worries.


Key Points:


  • Aligning Money with Values: Discover the importance of aligning your financial decisions with your values and priorities.
  • The Frustration of Traditional Financial Planning: Learn why Paul Anson felt compelled to challenge the status quo of the financial industry and redefine financial advising.
  • Life-Centered Financial Planning: Explore the concept of life-centered financial planning and how it prioritizes clients' life goals over financial products.
  • Moving Beyond "If Only": Understand the profound impact of living life to the fullest and avoiding regrets, as illustrated by personal experiences shared by Paul Anson.
  • The Realization: Gain insights into Paul's journey and how personal experiences, including the loss of a loved one, shaped his perspective on life and financial planning.


Practical Insights and Benefits:


  • Gain a deeper understanding of how financial planning can enrich your life beyond mere numbers.
  • Learn practical strategies for aligning your financial decisions with your life goals.
  • Be inspired to embrace a life-centered approach to financial planning and prioritize what truly matters to you.


Join us as we challenge the traditional norms of financial advising and embark on a journey to living a life of fulfillment and abundance. Tune in to "Your Life and Money" and start transforming your financial future today!