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Do you know the real purpose behind your savings? Money isn’t the end goal, it’s the tool that helps you build the life you want. In this episode, Matt asks a deceptively simple but powerful question: What are you really saving for? Instead of focusing only on numbers, taxes, and investments, Matt explores the deeper purpose behind our financial decisions. Are you facing a major life transition? Defining your purpose is just as critical as planning your finances.
Here’s some of what we discuss in this episode:
✨ Why your ‘why’ matters more than your balance
🏡 Deciding if a continuing care community is right for you
📊 The Roth mistake most savers don’t realize they’re making
🧭 Finding purpose in retirement beyond the numbers
🎯 Aligning your money with real life goals
 
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