Justin Castelli: Living Your Authentic Life, Managing Finances, Embracing Creativity

Talking Billions with Bogumil Baranowski

Justin Castelli is a life planner, advisor, and creator. He is the founder of RLS Wealth, a registered investment adviser based in Fishers, Indiana, a co-founder of Advisors Growing as a Community (The AGC), the host of the LifeDesign+ podcast, and author of the Daily Notes. But, most importantly, he is a husband and a father to three boys.

Justin has been in the profession since graduating from college in 2004 and has had a unique journey giving him experience and exposure to different versions of a financial advisor before launching RLS Wealth in 2015 to have more control over his life and business. Since moving to the independent RIA space with RLS Wealth, Justin was named a top advisor to watch by Financial Advisor Magazine in 2019 and has been the recipient of Investopedia’s 100 Most Influential Advisors in 2019-2023, Investment News 40 under 40 in 2020, and a ThinkAdvisor Luminary in 2021.

Passion is the driver behind all of Justin’s endeavors and experiments in life and he is inspired to help more people find their passions and purpose in life to live their authentic lives.

Takeaways:

The Value of Financial Planning

The Pursuit of an Authentic Life

Pivoting and Learning from Wrong Paths

Embracing Lightness and Regret-Free Living

The Connection Between Living an Authentic Life and Managing Finances

Aligning Passions and Financial Rewards

The Impact of Thoreau's Walden on the Pursuit of an Authentic Life

The Significance of The Alchemist in Justin's Journey as a Creator

Creating Authentically

Building Long-Term Relationships

Lessons from Every Event

Defining Success: Being True to Myself

Podcast Program – Disclosure Statement

Blue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm’s employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.

Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.