#3 Exploring Life-Centered Planning with Mitch Anthony episode artwork

EPISODE · Jun 30, 2023 · 25 MIN

#3 Exploring Life-Centered Planning with Mitch Anthony

from Your Life and Money · host Advice First Financial Group

In this episode of "Your Life and Money," Brad Smith and Tim Borody discuss the concept of life-centered planning with Mitch Anthony, the co-founder of Life-Centered Planners and Return on Life Advisors. Life-centered planning is a new approach to financial planning that focuses on helping individuals achieve their goals and live a fulfilling life, rather than simply accumulating wealth.Anthony argues that traditional retirement planning is outdated and no longer meets the needs of most people. Life-centered planning takes a holistic approach to financial planning. It considers all of the factors that are important to an individual, such as their values, goals, and priorities. It also helps individuals develop a plan that is flexible enough to adapt to changes in their lives.Here are some additional pieces covered in the episodeExplore the importance of planning for retirement on your own terms.Uncover the realities and challenges faced during retirement transitions.Recognize the need for active engagement and purpose in retirement.Discover the importance of finding fulfillment beyond a leisurely beach chair lifestyle.Understand that life transitions occur throughout life, not just during retirement

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#3 Exploring Life-Centered Planning with Mitch Anthony

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