Values-Based Planning

On today’s episode, we’ll discuss some common values people incorporate into their retirement plan and how these direct the planning process.

For most people family really influences how they are saving for retirement. Will you travel to see grandkids? Do you want to pass money on to them? Faith, education, career, charity, and simply having fun are all important things to consider when building out your plan.

What We Discuss Today:

Quotable Moment:

“A lot of people are resigning from their jobs… You have to make sure your plan is up to date.” – Spiros Vassilakos”