Jesse Hurst: How to Connect Financial Planning With Your Life Dreams

Описание: In this episode of the Passion Millionaire Podcast, Robert Roth sits down with veteran financial planner Jesse Hurst, a Certified Financial Planner with nearly four decades of experience in wealth management, retirement planning, and long-term financial strategy. Jesse shares how his career began just weeks before the 1987 stock market crash and how that early experience shaped his disciplined, goal-based approach to financial planning.

The conversation goes deep into what true financial freedom really means, not just stopping work, but having the option to stop. Jesse explains why most people never define clear financial goals, how to connect personal dreams with financial resources, and why knowing exactly where you are today is just as important as knowing where you want to go. Using clear analogies and real client stories, he breaks down complex topics like asset allocation, retirement income planning, risk management, inflation, bonds, and portfolio strategy in an understandable way.

They also explore common mistakes investors make, how business owners and employees face different financial challenges, when advanced strategies like borrowing against portfolios make sense, and why having a system and ongoing accountability matters more than predicting markets. This episode is a practical, honest, and grounded conversation for anyone who wants their money to support the life they actually want to live, now and in the future.

Contact Jesse:
  /    
https://www.impelwealth.com/team/jess...

Podcast Website: 
https://rockandrollyourdreams.com/pod...