• Where Estate Planning Fits into Life Planning with Justin Castelli

  • Jul 16 2024
  • Duración: 34 m
  • Podcast

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Where Estate Planning Fits into Life Planning with Justin Castelli

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  • Resumen

  • Justin Castelli, Founder of RLS Wealth, joins hosts Anne Rhodes and Thomas Kopelman to talk about how his approach to financial planning has shifted to focus on life planning by placing a focus on his clients’ life goals and values at the center rather than focusing on the numbers first. By helping clients figure out what their authentic life looks like and how to achieve it, he believes it brings more clarity to the estate planning process. Check out this episode to hear how he helps clients figure out what’s most important in their lives and how that helps them plan for what happens when they pass. For any questions, email us at practicalplanner@wealth.com. Follow us on Instagram at @practicalplannerpodcast to stay up-to-date with our podcast!
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