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Living Your Fulfilled Life With Julie Liss (Ep. 41)
Episode 41 • 12th April 2024 • Dollars and Sense • Private Vista
00:00:00 00:42:41

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When thinking about your financial plan, are you focusing on the serious aspects and how adult the conversation is? Or are you adding in some humor to create a more fulfilling retirement plan?

In this episode, Nicole Romito speaks with Julie Liss, Chief Strategy Officer and Managing Director at Hal Riney, on the importance of incorporating humor into financial strategies and focusing on present joy and fulfillment rather than solely retirement and financial numbers. They explore the importance of creativity, managing a busy schedule, remote work, community, and the freedom that wealth can bring.

Nicole and Julie discuss: 

  • The importance of humor and not taking financial life too seriously
  • Why advisors and their clients should have discussions about the client’s life beyond careers and finances
  • Redefining what retirement means beyond leaving the job
  • How to balance a busy schedule with personal time for creativity
  • And more

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