Suresh is interviewed by Meg McLynn, his voice coach, who asks him insightful questions about connecting values with money.

Suresh shares his extensive experience advising people on their financial goals and underscores the importance of linking money with personal and core values such as authenticity, honesty, and generosity. He discusses how having a clear vision, rooted in values, can help navigate financial journeys with purpose.

Moreover, the conversation dives into the significance of passion in achieving financial and personal fulfillment, and the role of responsible investing in making a positive societal impact.

Suresh and Meg also touch upon cultural attitudes towards money and taxes, emphasizing the need for transparency and education within families to foster healthy financial habits.

Throughout the conversation, they explore practical steps for aligning financial actions with inner values, making it an enlightening session on finding deeper meaning and contentment through financial decisions.

01:32 Guided Meditation for Financial Clarity

03:52 Introduction and Guest Introduction

05:23 Understanding Values and Money

07:29 Challenges of Connecting Passion and Values

11:18 The Role of Passion in Financial Success

18:36 Cultural Perspectives on Money and Giving

22:56 Short-Term vs Long-Term Financial Goals

25:12 Teaching Financial Responsibility to Kids

29:03 The Ethics of Taxes

36:16 Finding Fulfillment in Financial Journeys

38:41 Practical Steps to Align Money with Values

43:46 Final Thoughts and Next Steps

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Suresh welcomes Gail Rubinstein, a transformative figure in the automotive industry and a dedicated mentor.

Gail Rubinstein currently serves as the Founder & President of Retail Resilient, Social Selling for the Car Industry. Her entrepreneurial skills have been utilized for 25 years in the Automotive Space building start-up wholesale companies and driving performance in the variable and fixed operations of multiple privately held dealership groups in the United States & Canada.

Gail shares her path from Winnipeg to building multi-million dollar companies in the U.S., overcoming career dissatisfaction, and finding fulfillment through a pivotal retreat.

She talks about balancing her professional life with personal well-being, the importance and impact of mentorship in her personal development and career, and her journey towards a value-driven, balanced life.

Gail also discusses her near-death experiences, the impact of self-care practices like yoga and meditation, and her commitment to treating everyone with respect.

The episode dives into how Gail’s personal and professional challenges and triumphs have taught her to find meaning in all areas of her life, and help others do the same.

00:00 Introduction to Gail Rubinstein

01:35 Meditation Session

03:38 Gail's Journey in the Automotive Industry

05:29 Pivotal Moments and Career Shifts

06:59 The Heart Retreat Experience

09:22 Challenges and Rewards of Entrepreneurship

16:50 The Importance of Mentorship

19:40 Balancing Professional and Personal Life

30:24 Personal Journey: Yoga, Surfing, and Meditation

32:03 Advice for Aspiring Entrepreneurs

38:19 Near-Death Experiences and Spiritual Healing

44:20 Finding Meaning in Life and Success

48:40 Regrets and Legacy

53:06 Conclusion and Final Thoughts

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In this episode of 'Finding Meaning in Life, Love and Money' with Suresh Basnet, Suresh provides a comprehensive guide on planning and preparing for retirement income.

Suresh breaks down the essential steps in creating a financial plan to avoid running out of money during retirement, including setting goals, minimizing taxes, and considering various types of income and assets.

He also emphasizes the importance of professional financial planning and addresses the need to incorporate long-term care, healthcare, and funeral expenses into one's retirement plans.

Suresh outlines strategies for efficiently managing taxable and tax-free assets to optimize financial security for oneself and future generations.

00:00 Introduction and Meditation

01:39 Importance of Retirement Planning

07:04 Types of Retirement Income

09:18 Designing a Financial Plan

20:18 Tax Planning Strategies

28:16 Conclusion and Final Thoughts

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