Financial Planning with Intent
How do money, purpose and life transitions intersect? In this episode of The Midlife Academy Podcast, host Bri Smith sits down with Kim Brown, president, and Elise Huston, director of advisory services and senior advisor at JNBA Financial Advisors. Their conversation explores how alignment between financial planning and personal values can transform life’s biggest shifts.
Together, they discuss moving away from traditional, linear retirement models toward viewing life as a series of ongoing transitions. Kim shares her personal reflections on approaching retirement and maintaining purpose, while Elise breaks down how to align wealth with core values, navigate the financial realities of longevity and build a meaningful plan that prioritizes experiences over just accumulating wealth.
Podcast host Bri Smith is the program manager for Lifelong Learning at the University of Minnesota College of Continuing and Professional Studies.
Episode Timestamps:
00:02:01 – Reflecting on Career Transitions
00:05:07 – Viewing Life as a Series of Transitions
00:08:01 – Understanding Your Money Mindset
00:10:36 – Granting Permission to Shift Gears
00:13:28 – Planning for Longevity and the Unknown
00:18:23 – The Role of Connection and Community
00:21:07 – Prioritizing Experiences Over Portfolio
00:25:31 – First Steps in Intentional Planning
Listen and Subscribe
Spotify | Apple Podcasts | YouTube
Explore The Midlife Academy
Ready to redefine your purpose and direction? Whether you're exploring new career paths, rethinking life goals, or simply seeking renewed meaning, you'll get expert insights via online and in-person courses, webinars, and podcasts. Discover what's next at The Midlife Academy.
Join Our Mailing List
The Midlife Academy
Would you like to receive periodic updates about courses, webinars, and other news from The Midlife Academy right to your inbox? If yes, it’s a simple as completing this three-question form!
