Ep 84: Why Values-Based Planning Is Essential

Wealthy Habits Podcast

English - March 10, 2022 10:00 - 22 minutes - 22 MB
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Previous Episode: Ep 83: Who Even Needs an Advisor?

Next Episode: Ep 85: What’s the Most Important Part of Retirement Planning?

Putting together a solid retirement plan isn’t just about dollars and cents. We need to determine what really matters to you. Today’s show is all about why values-based planning is so important.

What we discuss today:

3:17 – Family

6:53 – Career

10:01 – Education

13:50 – Charitable giving

18:09 – Fun

Get Additional Information: https://www.truefinancialpartners.com/media/podcast/