Ep 122: Values-Based Planning

How do we incorporate our values into our financial plan? On today’s episode, we discuss some common values and how they fit into your overall retirement plan. 

 

TIMESTAMPS: 

0:25 – Happy Valentine’s Day!

1:44 – Family

2:46 – Faith

6:22 – Education

9:05 – Career

12:13 – Charitable giving

13:44 – Having fun!

 

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