Key takeaways

• Not all financial advisors are created equal! What you NEED to know before you start working with one!
• Why focusing on money & “things” is a recipe for disappointing life — and how to shift your focus to create more meaning and purpose.
• What should you do if you haven’t found your “passion” yet? Casey’s suggestion may surprise you!
• What a successful financial plan looks like — and how it can help you live a “Job Optional” lifestyle.
• Why a lack of intention and worrying about the future stops us from spending enough time where life is actually happening.
• The #1 priority your Financial Advisor should be helping you with so you can live life with purpose.
• How your emotional dependence on money is holding you back from becoming a Lifestyle Investor.
• How Casey’s grandparents’ financial philosophies influenced his life.
• Why “net givers” get the greatest returns — in all areas of life!