Santa Barbara, California, November 10, 2026 / PRNewswire / -- A nationally renowned registered investment advisory firm ( RIA ) Mission Wealth today announced the launch of a new podcast titled “ Mission Wealth | With Purpose ”. The first season will explore how Mission Wealth advisors can provide guidance on personal and family retirement planning, handling inheritance matters, and making other significant financial decisions.
The podcast is hosted by partner and Managing Director Jenna Rogers, who invites consultants from all over the United States to engage in conversations centered around real-life situations and personal experiences.
Rogers indicates that "financial decisions often occur at important turning points in life, and it is not always easy to know where to start. Our goal is to make these conversations more accessible, to help listeners understand their choices, and to identify the questions that are worth asking before making a decision."
Season one will cover the following topics:
- Living with purpose: How financial planning supports personal values, family priorities, and a meaningful life that goes beyond investment itself.
- Preparing for Retirement: How Medical Insurance, Social Security, Taxation, and Retirement Income Decisions Work Together.
- Preparing for estate planning: Key considerations surrounding trusts, beneficiaries, gifts, and how to communicate financial wishes with family members.
- Managing company stock: How employees and executives handle issues related to concentrated shareholding, equity-based compensation, and taxation.
- Planning charitable donations: How to incorporate charity, appreciated assets, and donor-advised funds into year-end financial planning.
- Preparing for the transition of a business: Financial issues that business owners need to consider when approaching sale, succession, or other major transformations.
- Choosing a Financial Advisor: What Factors Should Individuals and Families Consider When Hiring or Replacing a Financial Advisor?
- Dealing with inheritance: How to handle inherited assets, tax issues, and new financial responsibilities.
Mission Wealth CEO Matthew Adams stated: "Two families may face the same financial issues, yet come to different conclusions. Their priorities, responsibilities, and future plans are all important. This is precisely the crucial aspect of financial planning that we hope to convey through these discussions."
Episode 1 of " Mission Wealth | With Purpose ", titled " Planning for a Rich Life ", invited Stephanie Bruno to participate, and is now available on Apple Podcasts, Spotify, YouTube and other major platforms.
About Mission Wealth
Mission Wealth indicates that the company is a widely recognized registered investment advisory firm across the United States, currently managing client assets worth over $17.6 billion. Mission Wealth is known for its service model and relies on a first-class technology platform to provide clients with customized financial planning, investment advice, tax strategies, estate planning coordination, charitable advice, and asset protection solutions. For more information, please visit missionwealth.com.
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MISSION WEALTH IS A REGISTERED INVESTMENT ADVISER . 00988905 11/26
