Understanding Values-Based Planning

from The Financial Answer with Nathan O’Bryant · host Nathan O' Bryant

What are your goals? Why does the money matter? Everyone has different motivators and needs, so what does it look like to create a values-based plan? On today’s episode of the Financial Answer podcast, Nathan shares how your values can impact your financial plan. Read more and get additional financial resources here: https://wp.me/paIiUZ-hN What we discuss on this episode: 0:38 - Nathan says everything is awesome. 1:43 - What is values-based planning? 2:22 - For many people, family is what matters most. 4:55 - How is your faith reflected in how you invest? 11:02 - Is education a part of your legacy? 13:29 - What really matters to you?

Episode metadata supplied by the publisher feed · Published Jan 21, 2021

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Understanding Values-Based Planning

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