
Episode #53
Beyond Financial Planning: A More Meaningful Definition of Wealth – with Carmen Ortiz
What if financial planning isn’t really about money? In this episode, I speak with Certified Financial Planner (CFP), educator, and author Carmen Ortiz about why traditional approaches to wealth often leave people feeling unfulfilled—even when they have more than enough. Drawing on nearly four decades of experience and her own journey beyond conventional financial planning, Carmen introduces her Transcendent Financial Planning System, a framework that connects financial decisions to self-knowledge, purpose, and contribution. We cover topics including: Why our sense of self-worth often becomes entangled with our net worth—and how to break that connection The evolution from traditional financial planning to life-centered planning, and ultimately to a more transcendent approach rooted in purpose and service Why true wealth extends beyond financial capital to include our relationships, knowledge, experience, and ability to contribute to something larger than ourselves If you've ever wondered whether financial success alone is enough, this conversation offers a compelling new perspective on what it means to live a truly wealthy life. The Wise Up! Podcast is your regular dose of business wisdom, brought to you by the members of OpenWater.

