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: <a href= "https://www.truefinancialpartners.com/media/podcast/">https://www.truefinancialpartners.com/media/podcast/</a>

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/

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: <a href="https://www.truefinancialpartners.com/media/podcast/" rel="noopener noreferrer">https://www.truefinancialpartners.com/media/podcast/</a>

Ep 84: Why Values-Based Planning Is Essential

Are there some important financial questions and considerations that you've overlooked? On this show, we want to come alongside your financial and retirement journey to help you answer those questions and experience financial success.

Dave Elizondo and Drue Kampmann are Co-Founders of True Financial Partners, serving the Quad Cities. Their goal is to provide you with great information and education to help you retire with security and comfort.

As you get closer to retirement, the money choices you make become more and more critical. So make sure you're getting proper guidance and help along the way. On the Wealthy Habits Podcast, we'll cover things like social security, taxes, income planning, investments and so much more.

Reach out if you have any questions at https://www.truefinancialpartners.com/ or by calling 563-359-8783.

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Are there some important financial questions and considerations that you've overlooked? On this show, we want to come alongside your financial and retirement journey to help you answer those questions and experience financial success. Dave Elizondo and Drue Kampmann are Co-Founders of True Financial Partners, serving the Quad Cities. Their goal is to provide you with great information and education to help you retire with security and comfort. As you get closer to retirement, the money choices you make become more and more critical. So make sure you're getting proper guidance and help along the way. On the Wealthy Habits Podcast, we'll cover things like social security, taxes, income planning, investments and so much more. Reach out if you have any questions at https://www.truefinancialpartners.com/ or by calling 563-359-8783.

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Ep 84: Why Values-Based Planning Is Essential

Ep 84: Why Values-Based Planning Is Essential