We all know saving for the future is important, but how do you balance that with living your best life right now? In this episode, Todd sits down with special guest Linde Carroll, CFP and co-owner of Momentous Wealth Management, to unpack this very question.
Together, they explore practical strategies for managing your money in a way that aligns with your goals and values. How much should you save? How much do you really need? And most importantly, how can you approach saving in a way that reduces stress and anxiety about your financial future?
Many of our clients are business owners and busy professionals juggling packed schedules and big aspirations. They want to secure their financial future but also create meaningful experiences for their families today. If you’ve ever wondered how to allocate your resources between saving for tomorrow and enjoying the present, this episode is for you.

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