What Does Your Most Fulfilled Life Look Like?

December 19, 2024·38 min

Financial advisors Scott Frank and Meg Bartelt discuss reframing personal finance around life design rather than tactics. They explore conversations with clients to uncover what truly matters: time with family, creative pursuits, career fulfillment, health. Using exercises like 'if you had 24 hours left' and values clarification, they show how defining life vision makes complex financial decisions (IPOs, RSUs, career pivots) obvious. Reference Roy Disney's insight: when values are clear, decisions become easier.

As heard by us

Two planners use hard hypotheticals to make money choices feel more concrete.

Real Personal Finance spends this episode on a simple but hard question: what changes when the rules of life change? Scott Frank and Meg Bartelt use their financial life planning work to walk through two thought experiments, one with more money than needed and one with a…

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Why you'd press play

For when you want to pressure-test your money plans against real life.

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