Mission Wealth Launches New Podcast Focused on Financial Planning and Psychology
Mission Wealth, a prominent Registered Investment Adviser (RIA) managing over $17.6 billion in assets, has announced the launch of its new podcast series titled 'Mission Wealth | With Purpose.' Hosted by Managing Director Jenna Rogers, the eight-episode debut season aims to bridge the gap between technical financial strategy and human psychology. The podcast features advisors discussing complex life transitions, including retirement planning, estate management, concentrated stock positions, and business succession. By focusing on real-life scenarios such as navigating inheritances and charitable giving, the firm seeks to make sophisticated financial concepts more approachable for individuals and families.
