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Passion Meets Planning: Reverse Engineering Your Retirement and Success with Justin Castelli

A conversation about authenticity, client relationships and the role of a financial planner in helping people pursue a meaningful life.

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The Investipal podcast

Passion meets planning.

With Justin Castelli

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About this episode

Justin Castelli, introduced in the episode as the founder of RLS Wealth, the AGC and PRST and host of LifeDesign+, discusses authenticity and client relationships. The conversation explores helping clients pursue their passions, the evolving role of financial planners, setting goals beyond the numbers, and supporting advisors through the Advisor Growth Community.

Discussion themes

  • Justin’s journey toward living more authentically.
  • Helping clients pursue their interests and passions.
  • The evolving role of financial planners and setting goals beyond the numbers.
  • Supporting other advisors through the Advisor Growth Community.

These notes summarize the original episode description. They are not a transcript.

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