Money, Meaning & Making a Difference with Jessica Jackley

✅ Apply For A Free Retirement Planning Session - https://streamlineplanning.com/start-... 🎯 Get The 5-Minute Retirement Newsletter For Free - https://streamlineplanning.com/retire... ⭐️ Our Favorite Free Retirement Software - https://go.boldin.com/streamlinefinance ----------------------- Streamline Your Retirement by getting these 3 key parts right: 1) Tax-efficient Withdrawal Planning 2) Investment Planning 3) Tax Reduction Planning Streamline Financial is a team of retirement planning specialists that has been helping people retire for over 25 years. We can only work with a select number of clients, so we created this channel to share what's working well for the families we help. We know that RETIREMENT IS MORE THAN MONEY so you'll see financial strategies along with non-financial strategies to make sure this next stage is YOUR BEST YET! Chapters: 00:00 Introduction and Excitement for New Opportunities 00:19 Welcome to Wealth Beyond Riches 00:26 Interview with Jessica Jackley: Founder of Kiva International 02:27 Impact of LA Wildfires on the Community 08:11 Generosity and Community Support 11:13 The Volunteer Economy and Future Plans 21:51 Finding Purpose and Joy in Work 26:22 Transforming Self-Talk with Chat GPT 27:12 Reflecting on a Leadership Summit 27:43 Creating a Kiva Community 28:32 The Impact of Generosity 29:28 Starting Kiva and Career Advice 33:08 Accidental Entrepreneurship 40:47 Overlooked Wisdom in Business 45:55 Advice for Aspiring Accountants and Financiers 50:21 Conclusion and Call to Action Disclaimer: Since we don’t know your specific situation, none of this information should be construed as tax, legal, financial, insurance, financial advice, or other advice and may be outdated or inaccurate. It is your responsibility to verify all information yourself. This content is prepared for entertainment purposes only. If you need advice, please contact a qualified CPA, attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. Streamline Financial Services, LLC or its members cannot be held liable for any use or misuse of this content. Affiliate Disclaimer: This post may include affiliate links where we may earn a payment when you click on the links at no additional cost to you. Disclosures: Securities offered through LaSalle St. Securities LLC (LSS), member FINRA/SIPC. Advisory services offered through LaSalle St. Investment Advisors LLC (LSIA), a Registered Investment Advisor. Streamline Financial Services is not affiliated with LSS or LSIA. LSS is affiliated with LSIA.