The Financial Answer
The Financial Answer
Nathan O' Bryant
Understanding Values-Based Planning
19 minutes Posted Jan 21, 2021 at 9:00 am.
Nathan says everything is awesome.
What is values-based planning?
For many people, family is what matters most.
How is your faith reflected in how you invest?
Is education a part of your legacy?
What really matters to you?
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Show notes
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: