What if financial planning wasn’t just about growing wealth—but about designing a meaningful life? In this episode of the Julia & Gino Show, Julia and Gino sit down with Scott Frank, founder of Stone Steps Financial and educator at the Kinder Institute of Life Planning, to explore how money decisions are deeply connected to identity, purpose, legacy, and fulfillment. This conversation goes beyond numbers and investing—it’s about aligning your financial life with the life you actually want to live. Whether you're building wealth, navigating a career change, or searching for more meaning in your daily life, this episode will challenge the way you think about success and financial freedom. About Scott Frank: Scott Frank is the founder of Stone Steps Financial in Encinitas, CA, helping families align money with life. He is a CFA, CFP®, and Registered Life Planner (RLP®), a 2019 InvestmentNews 40 Under 40 honoree, co-host of Real Personal Finance, and an educator with the Kinder Institute of Life Planning.

TIMESTAMPS
00:00 – Intro
01:45 – Meet Scott Frank & his background in life planning
04:20 – What the Kinder Institute approach really is
07:10 – Why traditional financial planning misses the bigger picture
10:05 – “If money wasn’t a concern…” question explained
13:40 – How money beliefs are formed in childhood
17:25 – Identity, achievement, and self-worth
21:10 – The question about having only 5–10 years left to live
25:50 – Time vs. money: what people regret most
29:30 – Defining legacy and intentional living
33:45 – Aligning financial decisions with personal values
37:20 – What people discover during life planning conversations
40:15 – Final thoughts on purpose, fulfillment, and freedom
43:10 – Where to find Scott Frank
44:20 – Closing thoughts

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