
Sign up to save your podcasts
Or


Most people think financial freedom means having more money, but that belief is exactly what keeps them stuck and unhappy.
In this episode of Happiness in Progress, I sit down with financial expert Phil Weiss to redefine what financial freedom actually is, how to prepare for retirement without fear, how to use tools like an HSA correctly, and the mindset shifts that separate stressed earners from people who feel truly secure.
In this episode, we cover:
What financial freedom really means
How to save for retirement without overwhelm
How to use an HSA as a long-term wealth tool and other tangible tools
The mindset shifts that create lasting financial freedom
Phil Weiss is the founder of Apprise Wealth Management. Phil has accumulated more than 25 years of experience in personal finance and investment management. He holds esteemed credentials as a CFA, CPA, and RLP®. Phil has established himself as a recognized authority in his field, frequently serving as a media spokesperson, market commentator, and podcast guest.
Podcast resources:
The Art of Spending Money - https://amzn.to/3L2Y0aX The Psychology of Money - https://amzn.to/3YcmOQL
Connect with Danielle
Connect with Phil
Get Phil's ebook
If you liked this, check this episode out:
The Money Mindset You Need ft. Latasha Kinnard
Getting Out of Debt Together ft. Jason and Ashleigh Mayfield
By Danielle Craig5
174174 ratings
Most people think financial freedom means having more money, but that belief is exactly what keeps them stuck and unhappy.
In this episode of Happiness in Progress, I sit down with financial expert Phil Weiss to redefine what financial freedom actually is, how to prepare for retirement without fear, how to use tools like an HSA correctly, and the mindset shifts that separate stressed earners from people who feel truly secure.
In this episode, we cover:
What financial freedom really means
How to save for retirement without overwhelm
How to use an HSA as a long-term wealth tool and other tangible tools
The mindset shifts that create lasting financial freedom
Phil Weiss is the founder of Apprise Wealth Management. Phil has accumulated more than 25 years of experience in personal finance and investment management. He holds esteemed credentials as a CFA, CPA, and RLP®. Phil has established himself as a recognized authority in his field, frequently serving as a media spokesperson, market commentator, and podcast guest.
Podcast resources:
The Art of Spending Money - https://amzn.to/3L2Y0aX The Psychology of Money - https://amzn.to/3YcmOQL
Connect with Danielle
Connect with Phil
Get Phil's ebook
If you liked this, check this episode out:
The Money Mindset You Need ft. Latasha Kinnard
Getting Out of Debt Together ft. Jason and Ashleigh Mayfield

6,465 Listeners

10,728 Listeners

1,564 Listeners