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businessFeb 17, 202217:39pending

Ep 122: Values-Based Planning

About this episode

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/

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Ep 122: Values-Based Planning

Phil's Tax Hacks

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