The SmarterWellth Podcast

Financial Freedom vs Financial Security: Featuring Dan Hummert


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In this episode, Jill sits down with her husband, Certified Financial Planner Dan Hummert, to talk about something most of us don’t consider often enough: financial purpose.

Together, they explore what it means to align your values with your money, how financial security differs from financial freedom, and the real reason chasing "more money" doesn’t lead to peace of mind.


Key Takeaways:

[00:00] Introduction: What is Financial Purpose?

[03:30] Creating Your Financial Purpose Statement

[8:00] Life Stages and Financial Evolution

[12:30] Financial Security vs. Financial Freedom

[17:00] Avoiding Common Financial Mistakes

[22:00] Emotional Intelligence and Money

[26:00] Building Financial Literacy

[29:30] Action Steps for Financial Empowerment

[31:30 Closing Remarks and Key Takeaways


Mentioned in This Episode:

📌 SmarterWellth.com — For emotional, mental, and financial well-being resources

📌 HummertFinancial.com — Learn more about building your financial plan with purpose

📌 Netflix Documentary: Blue Zones (discussion on longevity, community, and lifestyle)

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The SmarterWellth PodcastBy Jill Hummert