In this insightful episode, Tiffany Grant welcomes Justin Chastain, a seasoned Certified Financial Planner (CFP) and Accredited Financial Counselor (AFC). With a blend of personal anecdotes and professional expertise, Justin shares his journey into the world of financial planning, punctuated by the emotional experiences that shaped his career path—most notably, the impactful lessons from his late mother.

Check out the full show notes: https://moneytalkwitht.com/podcast-show-notes/financial-planning-with-empathy/

Key Topics Discussed

Justin's Journey

• Justin's personal story and why he chose to become a financial planner.
• The emotional drive behind his mission to help others manage their finances.

• The importance of aligning financial habits with personal values.
• The philosophy of “Don’t buy green bananas” and its meaning in financial planning.

• The interconnectedness of mental, physical, and financial health.
• How life events can influence financial habits and the importance of balanced living.

• Key questions to ask potential financial planners.
• Understanding fiduciary duty and transparency in financial advisory services.

• Balancing debt freedom with living a fulfilling life.
• Strategies for ensuring your financial choices align with your life goals.

Episode Highlights

• Justin emphasizes the importance of giving your dollar a purpose and empowering it to work for you.
• His expertise on making financial planning enjoyable and less daunting for clients.
• How to identify a trustworthy financial advisor and ensure their interests align with yours.
• Tiffany and Justin discuss the significance of being authentic both in life and in financial planning.

• Email: [email protected]
• LinkedIn: Justin Chastain
• Company: Parallel Financial

• Website: Money Talk With Tiff
• Social Media: @moneytalkwitht

Additional Resources

• Learn more about financial planning at Parallel Financial
• Subscribe to the podcast for more financial insights and advice.