Planning for Financial Freedom Through Life’s 3 Phases (Ep. 5)

Is there more to wealth than just the digits in your bank account? Join CERTIFIED FINANCIAL PLANNER professional, Matthew Nelson, as he digs beneath the surface of what we know as financial independence. While financial independence means living without depending on generating continuous income, Matthew provides a different goal to aspire to: achieving ‘financial freedom’ by aligning your wealth with your core values. Listen in as Matthew unveils: The difference between financial independence and financial freedom Life’s money stages: enjoying now, planning for surprises, and leaving something behind Discovering the deeper role of a financial advisor beyond merely investments The path to financial independence: income, taxes, and investing. Which is most important? Rethinking retirement: Is it only about the money? Thinking about money, family, and hard conversations while planning your estate And much more!   Resources: Perspective 6 Group Articles Connect with Matthew Nelson:  LinkedIn   Instagram   YouTube   Connect with Perspective 6 Group:  Perspective 6 Group   Facebook   LinkedIn