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Ep 6: Values-Based Planning
Manage episode 321963342 series 3303227
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Retirement planning isn’t always about dollars and cents. At the end of the day, financial planning is about your values and what you want your future to look like. On today’s episode, we’ll discuss some common values people incorporate into their retirement plan and how these direct the planning process.
For most people family really influences how they are saving for retirement. Will you travel to see grandkids? Do you want to pass money on to them? Faith, education, career, charity, and simply having fun are all important things to consider when building out your plan.
What We Discuss Today:
1:43 – Family
3:12 – Faith
4:42 – Career
7:50 – Education
9:13 – Charity
10:37 - Fun
Get Additional Information:
https://theaudibleadvisor.com/
Have questions or want to get your financial plan started? Here's how to contact us:
Website: https://theaudibleadvisor.com/
Phone: (727) 754-8418
Email: [email protected]
Watch the show on YouTube: https://bit.ly/3VmzCUx
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