Making the Most of Your Money and Living the Life You Really Want

July 13, 2016
Hosted by Alise Cortez, PhD

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Episode Description

Money, and the way we make good use of it, can mean all the difference to whether we get to live the life we most ardently desire for ourselves and our loved ones. Good financial planning depends on a sound understanding of investments, insurance, retirement, estate, and tax planning. Equally important is a solid grasp of just how all these areas are connected to the people they are intended to serve and the lives they want to lead. In this episode, Ryan McDonald describes why he chose the financial planning profession over medicine and why he loves the work and his connection to his clients. He also helps listeners understand how investments can make money, why considering liquidity is crucial, and the relationship to risk in investments.

Working on Purpose

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Do you want to help create a world where people are passionate about their work, inspirational leadership helps team members realize their greatness, and capitalism thrives while serving the highest causes? Me too. The working on purpose program is a thought leadership engine that enlightens and inspires listeners with insights from elite business leaders and novel subject matter experts. Together, we’re working on purpose to steward the future of work and business to elevate us all.

Alise Cortez, PhD

Dr. Alise Cortez is affectionately referred to as “The Anti-Undertaker” as she awakens the often otherwise “walking dead” to discover and nurture their passion, inspiration, and purpose in life and at work. She is one part Chief Purpose Officer and Management Consultant specializing in meaning and purpose, and one part Inspirational Speaker, Author, and Radio Host. Having developed her expertise within the Human Capital / Organizational Excellence industry over the last 20 years, today she is focused on enabling organizations to lead from purpose and create cultures of meaning that inspire impassioned performance, energizing engagement and fulfillment, while encouraging a devoted stay within the organization. For individuals, she also facilitates the online Catch Fire global community and various retreats to enable people hungry for a more meaningful and purposeful life to discover and create it for themselves.

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