Welcome to the premiere episode of Live Well, the podcast where financial clarity meets real-life transitions. Host Matt Wilson, financial advisor, business owner, and coach, shares the personal story behind the podcast, what it truly means to "live well," and why mindset is just as crucial as money. Drawing from nearly two decades of helping others through career shifts, loss, retirement, and reinvention, Matt introduces the Core Four principles that form a foundation for meaningful living.

Whether you're navigating a major life change or simply want more alignment in your finances and purpose, this episode lays the groundwork for what’s to come.

Chapters

00:00 Intro

00:36 - Navigating Life's Changes and Challenges

09:57 - The Core Four: Foundations of Success

10:54 - Changing Your Financial Mindset

18:37 - Navigating Life Changes and Financial Planning

About Matt Wilson

Matt Wilson learned the value of investing early, inspired by seeing his grandfather’s careful planning provide security for their family. As a financial advisor since 2008, Matt guides clients through his 3D Investment Process (Discover, Design, Deploy), helping them reach personal goals from education funding to retirement planning. Matt joined Cornerstone in 2021 to independently grow his practice. Outside of work, he enjoys golfing, traveling, and family time.

Contact

Website: http://www.mattwilsonfinancial.com/

Email: matt.wilson1@lpl.com