A Valuable Conversation With Weigel About Wealth And Abundance

Chicago based, award-winning broadcast journalist, columnist and author Jenniffer Weigel continued her ongoing series, Conversations with Weigel this week at The Wilmette Theatre with a valuable discussion about building a life of abundance with local wealth managers Julie Murphy Casserly, Chief Visionary Officer at Chicago-based JMC Wealth, and Chad Coe, CEO and President of Deerfield based Coe Financial Group.

Jenniffer Weigel

Unlike many panel discussions about financial planning, the conversation dedicated as much if not more time to the concept of creating a fully abundant life--financially, emotionally and spiritually--and the process of self-discovery and achieving personal goals.

Julie Murphy Casserly

Weigel, Casserly and Coe each shared their personal stories of success and failure. Weigel shared her realization that ego had inhibited her decision-making during a previous career transition. Casserly explained how she created a strategy to save for and purchase a much desired sailboat. Coe told of his early attempt at entrepreneurship in his 20s and 30s that ended badly and required a life reboot that ultimately led to his success and his desire to actively help others through mastermind groups.

Chad Coe

An important takeaway was the panel's consensus that having a plan and being open to opportunities ultimately lead to "things showing up" in life.

The evening included great, practical advice for saving money and planning for specific goals, such as large purchases, long-term care and retirement. The discussion wrapped up with questions from the audience.