Understanding Values-Based Planning

21/01/2021 19 min Episodio 163
Understanding Values-Based Planning

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Episode Synopsis

What are your goals? Why does the money matter? Everyone has different motivators and needs, so what does it look like to create a values-based plan? On today’s episode of the Financial Answer podcast, Nathan shares how your values can impact your financial plan.
 
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What we discuss on this episode: 
0:38 - Nathan says everything is awesome.
1:43 - What is values-based planning?
2:22 - For many people, family is what matters most.
4:55 - How is your faith reflected in how you invest? 
11:02 - Is education a part of your legacy?
13:29 - What really matters to you?