How do we incorporate our values into our financial plan? On today’s episode, we discuss some common values and how they fit into your overall retirement plan. 
 
TIMESTAMPS: 
0:25 – Happy Valentine’s Day!
1:44 – Family
2:46 – Faith
6:22 – Education
9:05 – Career
12:13 – Charitable giving
13:44 – Having fun!
 
ADDITIONAL INFORMATION: <a href='https://philstaxhacks.com/'>https://philstaxhacks.com/</a>

How do we incorporate our values into our financial plan? On today’s episode, we discuss some common values and how they fit into your overall retirement plan. TIMESTAMPS: 0:25 – Happy Valentine’s Day! 1:44 – Family 2:46 – Faith 6:22 – Education 9:05 – Career 12:13 – Charitable giving 13:44 – Having fun! ADDITIONAL INFORMATION: https://philstaxhacks.com/

How do we incorporate our values into our financial plan? On today’s episode, we discuss some common values and how they fit into your overall retirement plan.&nbsp;
&nbsp;
TIMESTAMPS:&nbsp;
0:25 – Happy Valentine’s Day!
1:44 – Family
2:46 – Faith
6:22 – Education
9:05 – Career
12:13 – Charitable giving
13:44 – Having fun!
&nbsp;
ADDITIONAL INFORMATION: <a href="https://philstaxhacks.com/" rel="noopener noreferrer">https://philstaxhacks.com/</a>

Ep 122: Values-Based Planning

Financial, tax and retirement planning guidance from Phil Putney. Each week Phil will talk about the keys to building a sound financial strategy that can survive throughout the ups and downs of the market. We'll have plenty of tax hacks along the way and other retirement facts!

Share Ep 122: Values-Based Planning

Sign up to save your podcasts

Ep 122: Values-Based Planning

Ep 122: Values-Based Planning