The Intentional Investor | Justin Castelli
Two Quants and a Financial PlannerFebruary 19, 202401:11:46

The Intentional Investor | Justin Castelli

In our Show Us Your Portfolio series, we have take a deep dive into the investment strategies of many great investors. But one thing we noticed was missing from those episodes was how that strategy intersects with our guests' mission in life. Our new series, The Intentional Investor seeks to address that issue and focus on the intersection of portfolio and purpose.
 
In the first episode of this new series, Matt Zeigler sits down with RLS Wealth founder Justin Castelli to discuss his personal mission and the tools he uses to achieve it. They discuss Justin's life planning mission, why he prefers visions over goals, the $1,000,000 check he wrote to his future self and a lot more.

#financialgoals #financialplanning

00:00 - Intro
05:42 - Goals vs. Visions
08:43 - Jim Carrey and the $10 million check
16:19 - A primary focus on service
20:34 - Getting at the "why"
23:18 - Moving planning beyond spreadsheets
27:56 - Blending traditional planning with life planning
36:22 - Spending money for positive purposes
43:19 - Deriving happiness from helping others
48:29 - Setting boundaries between career and life
56:42 - The benefits of investing in yourself
58:31 - The components of an authentic life

MORE ABOUT JUSTIN CASTELLI
https://www.justincastelli.io/

FOLLOW JUSTIN ON TWITTER
https://twitter.com/jus10castelli

SEE LATEST EPISODES
⁠⁠⁠https://www.validea.com/financial-planning-podcast

FIND OUT MORE ABOUT SUNPOINTE INVESTMENTS
⁠⁠⁠https://sunpointeinvestments.com/⁠⁠⁠

FIND OUT MORE ABOUT VALIDEA CAPITAL
⁠⁠⁠https://www.valideacapital.com⁠⁠⁠

FOLLOW MATT
Twitter: ⁠⁠⁠https://twitter.com/cultishcreative⁠⁠⁠
LinkedIn: ⁠⁠⁠https://www.linkedin.com/in/matt-zeigler-a58a0a60/

FOLLOW JACK
Twitter: ⁠⁠⁠https://twitter.com/practicalquant⁠⁠⁠
LinkedIn: ⁠⁠⁠https://www.linkedin.com/in/jack-forehand-8015094⁠⁠⁠