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Description

Brad Berger is a Certified Financial Planner™ and holistic life planner with almost 30 years of experience in financial planning, coaching, and counseling. In this episode, he drops a ton of actionable steps that we can take right away to improve not only our financial status but also our overall well-being. 

Brad also shares some interesting information about one’s longevity such as calculating correctly how long you will live, your average age, and your “at birth” number. He then discusses how these numbers all tie-up with financial planning and why they can help our happiness and satisfaction long-term. 

Listen to Brad and learn how to budget for future happiness!

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[00:01 - 02:38] Doing Important Work

• Let’s get to know Brad Berger
• • a Master Certified Integrative Life Coach
  • Holistic Life Planner
  • Certified Financial Planner

[02:39 - 14:57] What is "Values-Based" Financial Planning?

• Introducing Brad and the concept of "classically trained" financial planning versus "whole life" planning
• Aligning your most important personal goals, with your most deeply held values
• Why "what is your number?", Is the wrong question
• The problem with benchmarking ourselves against other people's goals and values
• Getting specific about your "why," instead of just picking a number for a financial retirement goal.
• What is important to you about money?… Does money mean security, or less stress, or more freedom, or what?
• Money is the squid on your face

[14:58 - 19:11] Financial Planning is a Lifelong Journey, Not an Event

• Why it should be something you do one weekend
• Speaking to his daughter's nursing class... Their best "class" ever
• “The best time to plant a shade tree was 30 years ago. But the next best time, is today because that's really all we have, is today. "
• A new model in financial planning: "subscri