Most Financial Advice Misses the Point | Jenn Lane on Money, Goals & Living Well

What if financial planning isn't really about money? In this episode of At Depth, Ben Rodgers sits down with Jenn Lane, founder of Compass Planning, to explore why the best financial advice begins with a much deeper question: How do you want to live your life? A former pilot turned pioneering fee-only financial planner, Jenn has spent more than three decades helping people navigate life's biggest transitions. Her work isn't centered on outperforming the market—it's centered on helping people create clarity, align their finances with their values, and make decisions they can live with for decades. In this conversation, Ben and Jenn discuss: Why most people don't need more financial information—they need space to think. The hidden reason couples struggle to talk about money. How tracking your spending creates freedom (without obsessing over budgets). Why financial planning is really about relationships, purpose, and peace of mind. What decades of walking alongside clients has taught Jenn about happiness, goals, and the life we're all trying to build. Whether you're just starting your financial journey or thinking about retirement, this conversation offers a refreshing perspective on what money is actually for. If this episode resonates with you, like the video, subscribe to the channel, and share it with someone who's trying to build a life—not just a balance sheet. Connect with Jenn Lane & Compass Planning: https://www.compassplanning.com Learn more about At Depth: https://www.atdepthpodcast.com #AtDepthPodcast #FinancialPlanning #PersonalFinance #MoneyMindset #Leadership #Purpose #Investing #CompassPlanning #JennLane #BenRodgers