What Is Values-Based Financial Planning?

Share:

Listens: 0

Retirement Elevated Podcast with Sean Lee

Business


Is your financial plan aligned with your values? How do you create a values-based financial plan? We’ll explain on today’s episode.   Read more and get additional financial resources here: https://wp.me/paeqsR-bi    What we discuss on this show:  1:39 - What is a values-based retirement plan? 5:02 - Does your retirement plan align with your moral beliefs? 6:32 - What is your charitable giving plan? 7:47 - Do you want to work longer? 10:08 - How does education play a part in your retirement plan?