EP 60 - Building your "Why" for Financial Success - meet Geoffrey Berwind and Michael Cannivet

Join us for an enlightening episode with Geoffrey Berwind and Michael Cannivet as we delve into the art of aligning core values with financial planning. Discover how reflecting on past mentors and life’s adversities can reveal what truly matters, and learn to make your financial goals resonate on a personal level. Gain insights into resilience, personalized financial strategies, and the power of storytelling in managing your life and finances. Don’t miss this essential discussion for a more meaningful financial journey. Tune in and transform your approach to wealth management.