Eight-episode debut season features Mission Wealth advisors offering financial planning perspectives and explores the intersection of financial strategy and human psychology.
SANTA BARBARA, Calif., Nov. 10, 2026 /PRNewswire/ — Mission Wealth, a nationally recognized RIA, today announced the launch of its new podcast, Mission Wealth | With Purpose. The first season explores how Mission Wealth advisors guide individuals and families as they prepare for retirement, navigate inheritances and approach other significant financial decisions.
Hosted by Partner and Managing Director Jenna Rogers, the podcast brings together advisors from across the country for conversations grounded in real-life situations and personal experiences.
“Financial decisions often come at important turning points in people’s lives, and knowing where to start isn’t always easy,” said Rogers. “Our goal is to make these conversations more approachable, helping listeners understand their options and the questions worth asking before making a decision.”
The first season will cover topics including:
- Living with purpose: How financial planning can support personal values, family priorities and a meaningful life beyond investments.
- Navigating retirement: How Medicare, Social Security, taxes and retirement income decisions work together.
- Preparing an estate plan: Key considerations around trusts, beneficiaries, gifting and communicating financial wishes with family.
- Managing company stock: How employees and executives can approach concentrated stock positions, equity compensation and tax considerations.
- Planning charitable giving: Strategies for incorporating philanthropy, appreciated assets and donor-advised funds into a year-end financial plan.
- Preparing for business transitions: Financial considerations for business owners approaching a sale, succession or other major transition.
- Choosing a financial advisor: What individuals and families should consider when hiring or changing financial advisors.
- Navigating an inheritance: How to approach inherited assets, tax considerations and new financial responsibilities.
“Two families can face the same financial question and arrive at different answers,” said Matthew Adams, CEO of Mission Wealth. “Their priorities, responsibilities and plans for the future all matter. That’s an important part of financial planning we want these conversations to convey.”
The first episode of Mission Wealth | With Purpose, “Planning for a Rich Life” with Stephanie Bruno, is out now on Apple Podcasts, Spotify, YouTube and other major platforms.
About Mission Wealth
Mission Wealth is a nationally recognized RIA that oversees over $17.6 billion in client assets under management. Mission Wealth is known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs. For more information on Mission Wealth, please visit missionwealth.com.
LinkedIn | Instagram | YouTube
MISSION WEALTH IS A REGISTERED INVESTMENT ADVISER. 00988905 11/26
View original content to download multimedia:https://www.prnewswire.com/news-releases/mission-wealth-launches-new-podcast-exploring-lifes-biggest-financial-decisions-302935433.html
SOURCE Mission Wealth Management, LP
