The Meaning Movement

In January 2023, Joe sat down with Dan Cumberland on The Meaning Movement – a podcast that gives entrepreneurs insights to recalibrate their work/life balance so they have energy and motivation to keep going.

In their conversation, Joe started out by telling Dan that the term ‘Financial Planner’ doesn’t summarise exactly what he does because his position is a constant evolution of understanding and reshaping. 

Joe explained that he provides families and individuals the opportunity to explore what’s meaningful and enjoyable in their lives without having to worry about the anxiety and decision making around money.

Ultimately, what makes Joe tick and feel like he’s contributing is witnessing the piece of mind that individuals have after they’ve worked with Stephan Independent Advisory. When he helps his clients with an individualised financial plan that works for them, they are free to think about what a life well led looks like for them and their families.

This is the crux of what It’s Never About Money is all about; that money isn’t the main goal and objective of a happy and meaningful life. Joe explores this line of thought throughout his podcast, but also with his clients.

It’s Never About Money, although exploratory in nature and a journey shared with many guests, is very much self-reflecting. The podcast itself stemmed from a trying time in Joe’s life during COVID lockdowns and personal hardship when Joe was figuring out what the next phase of his life and his career was going to be.

Want to hear more? Listen to Joe on The Meaning Movement here.

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