Ep. 126 - Why Your Deepest Values Should Be the Foundation of Your Financial Plan : Financial Literacy, Financial Advisors & Wealth

Are your financial goals just numbers on a page, or are they truly aligned with the life you want to live?In this episode, we uncover how shifting your focus from dollar amounts to life goals can dramatically improve your financial decisions. With insights from behavioural economics expert Meir Statman, you'll discover why your deepest values—not just your bank balance—should drive your financial planning.In this episode, you will:1) Understand how to connect your financial decisions to your most meaningful life goals.2) Learn why focusing on experiences and relationships can lead to better financial outcomes.3) Gain practical strategies to align your investments and tax planning with your values.Listen now to discover how to make smarter financial decisions that support the life you truly want!The podcast delves into behavioural economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.