Planning From the Heart

In Episode 22 of the Real World Retirement Podcast, host Alex Pushman sits down with Kevin Beazley for Planning from the Heart.This conversation looks at why meaningful financial planning goes far beyond numbers. Alex and Kevin discuss the importance of trust, strong relationships, family goals, and working with an advisor who truly understands what matters most to you.Whether you are preparing for retirement, building a plan for your family, or simply looking for guidance you can feel confident in, this episode offers a thoughtful perspective on planning with both purpose and heart.