In this episode, Angie Grainger CPA/PFS, CFP and Elise Eropkin discuss the limitations of budgets and how many of these same limitations apply to financial planning. They emphasize the importance of knowing what you want and directing your money towards achieving your goals. They also highlight the need to adapt and reassess your financial plan as your life circumstances change. They share that ultimately, it’s not the financial plan that makes you succeed—it’s knowing what you want and doing the steps necessary that leads to success. The conversation concludes with an encouragement to live a life you love now, rather than waiting for retirement—remembering that financial planning is only as helpful as it contributes to you living a prosperous life.

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