From Engineering to Impact: Billy Stone on Purpose & Values Driven Financial Wellness
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From Engineering to Impact: Billy Stone on Purpose & Values Driven Financial Wellness
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About this listen
The conversation delves into the journey of financial planning, discovering creativity and innovation, values-based financial planning, common misconceptions in retirement planning, and the transition to Thrivent and entrepreneurship. It highlights the importance of aligning finances with personal values and the innovative approach to financial planning.
Takeaways
- Innovation in financial planning
- Aligning finances with personal values
Chapters
- 00:00 The Journey to Financial Planning
- 06:39 Values-Based Financial Planning
- 21:45 Transition to Thrivent and Entrepreneurship
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