Ep 122: Values-Based Planning

17/02/2022 17 min Episodio 122
Ep 122: Values-Based Planning

Listen "Ep 122: Values-Based Planning"

Episode Synopsis

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!
 
ADDITIONAL INFORMATION: https://philstaxhacks.com/