Apr 21, 2022
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 in this episode:
2:27 – Digging deeper
5:58 – Family
11:20 – Faith
14:39 – Career
19:15 – Education
23:06 – Charity
25:57 – Fun
30:13 – Question about moving 401k
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