Episode 40 highlights:

• Special guest Karen Wawrzaszek, CFP®,CTFA joins the podcast

• Aligning values, goals and advice

• Managing stress and its impact on financial planning

• The role of values in decision making

• Implementing values-based planning

The article review section covers “Tony Hsieh's American Tragedy: The Self-Destructive Last Months Of The Zappos Visionary”

A link to the article can be found on our Twitter (@value_ability) or Facebook (@valueablility) accounts and is also available on our website at https://value-ability.com/content.

CHAPTERS:

00:00 Introduction

06:55 Podcast Contact Info

08:07 Aligning Advice with Values

56:44 Article Review

1:05:07 Wrap Up

1:06:15 Disclaimer