Keen on Retirement

Comprehensive Financial Planning Can Help You Live Your Values in 2021


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Let’s kick off 2021 with some positivity … and a pop quiz!

A recent study by Valuegraphics analyzed more than 500,000 surveys in 152 languages and determined that there are 56 values that drive all of human behavior. While the results did show some significant cultural differences between how these values are ranked, the top responses show that there is a lot of commonality when it comes to the really important things in life.

So, of those 56 values, can you guess the top three?

On today’s show we discuss these values and how a comprehensive financial plan can help support them. We also tie this theme into some interesting new data about retirement prep and a potential sequel to the SECURE Act that’s being discussed in Congress.

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Keen on RetirementBy Bill Keen, Matt Wilson, Steve Sanduski

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