Putting together a solid retirement plan isn’t just about dollars and cents. We need to determine what really matters to you. Today’s show is all about why values-based planning is so important.  

What we discuss today:

3:17 – Family

6:53 – Career

10:01 – Education

13:50 – Charitable giving

18:09 – Fun

Get Additional Information: https://www.truefinancialpartners.com/media/podcast/