Financial planning is about more than numbers. It’s about the people, priorities, and life decisions that shape our financial futures.
We’re excited to announce the launch of Mission Wealth | With Purpose, a new podcast bringing thoughtful conversations about wealth, life, and the financial decisions that matter most.
Hosted by Jenna Rogers, Partner and Managing Director at Mission Wealth, the podcast features advisors from across the firm sharing their perspectives on navigating important financial milestones, from preparing for retirement and managing an inheritance to building a meaningful legacy.
Through real-life scenarios, personal experiences, and practical financial insights, Mission Wealth | With Purpose aims to make complex financial topics more approachable while encouraging listeners to think about how their wealth can support what matters most to them.
Conversations That Go Beyond the Numbers
Every financial journey is different. While two individuals may face similar financial decisions, their goals, values, and circumstances can lead them down very different paths.
At Mission Wealth, we believe meaningful financial planning begins with understanding the person behind the portfolio. Our new podcast brings that philosophy to life through conversations that explore the intersection of financial strategy, personal priorities, and the human side of wealth.
“Financial decisions often come at important turning points in people’s lives, and knowing where to start isn’t always easy,” said Jenna Rogers. “Our goal is to make these conversations more approachable, helping listeners understand their options and the questions worth asking before making a decision.”
What to Expect from Season One
Our debut eight-episode season explores a variety of financial planning topics and life transitions, including:
- Living With Purpose: Aligning your financial decisions with your values, family priorities, and long-term goals.
- Navigating Retirement: Understanding how Medicare, Social Security, taxes, and retirement income planning work together.
- Preparing Your Estate Plan: Exploring trusts, beneficiaries, gifting strategies, and communicating your wishes with loved ones.
- Managing Company Stock: Navigating equity compensation, concentrated stock positions, and related tax considerations.
- Planning Charitable Giving: Incorporating philanthropy and tax-efficient giving strategies into your financial plan.
- Preparing for Business Transitions: Understanding the financial considerations surrounding a business sale or succession.
- Choosing a Financial Advisor: Identifying what matters when selecting an advisor to support your financial journey.
- Navigating an Inheritance: Approaching inherited wealth, financial responsibilities, and important planning decisions with confidence.
Each episode offers perspectives from Mission Wealth advisors, helping listeners better understand their options and the considerations that can shape their financial future.
Now Streaming: Episode One – Beyond the Numbers: Planning for a Rich Life
Our first episode, Beyond the Numbers: Planning for a Rich Life, features Stephanie Bruno, Partner and Senior Wealth Advisor at Mission Wealth, in a conversation about what it means to live a rich and fulfilling life.
The discussion explores how financial planning can extend beyond investment performance to support personal values, meaningful experiences, and the people and priorities that matter most.
It’s a fitting introduction to the podcast’s central theme: Wealth is personal, and thoughtful financial planning should reflect the life you want to live.
Stay Connected with Mission Wealth | With Purpose
We’re excited to bring these conversations to life and share new perspectives on the financial decisions that shape our lives. Whether you’re planning for the future, navigating a major milestone, or exploring what wealth means to you, we hope this podcast provides valuable insights and inspiration along the way.
Ready to tune in? Explore the latest episodes of Mission Wealth | With Purpose and follow along as we continue sharing meaningful conversations about wealth, life, and everything in between.
Mission Wealth | With Purpose is available on your favorite podcast platforms:
Want to learn more about the launch? Read our official announcement on PR Newswire to discover more about the inspiration behind the podcast and what listeners can expect.
We’re excited to share this new resource and continue helping individuals and families navigate life’s financial decisions with greater clarity and purpose.
Mission Wealth is a Registered Investment Adviser. This commentary reflects the personal opinions, viewpoints, and analyses of the Mission Wealth employees providing such comments. It should not be regarded as a description of advisory services provided by Mission Wealth or performance returns of any Mission Wealth client. The views reflected in the commentary are subject to change at any time without notice. Nothing in this commentary constitutes investment advice, performance data, or any recommendation that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Mission Wealth manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.
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