This week, Ira spoke with Cynthia Meyers, owner and founder of Confluence Financial Planning, LLC, based in Sacramento. In this planning episode of Ira’s Everything Bagel, Cynthia talks about the importance of living a balanced life; why goals are important in order to plan for your financial future; why it’s never too late to get started; knowing the purpose behind putting money away; the difference between planning and investments; why it’s important to check on the beneficiaries on all of your retirement accounts; and the importance of recognizing your values in overall planning.

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