As planners, we are tasked with answering big long-term questions like, “will I have enough money to live the life I want to live without running out?” But mapping out the future is impossible and there is no way to project how the world and our own lives will change, including what may or may not be important to us. Listen in as Adam and Ben talk about the themes of flexibility, choice, developing good habits and focusing on the purpose of money in our lives and not just goals.

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Investment advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.