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The Heart of Your Money
The importance of aligning investments with retirement lifestyle goals

The importance of aligning investments with retirement lifestyle goals 6s2y61

24/2/2025 · 15:43
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The Heart of Your Money

Descripción de The importance of aligning investments with retirement lifestyle goals 5i3d39

What does your ideal retirement lifestyle look like?  Before diving into investment strategies and portfolio allocations, we need to start with a more fundamental question: What truly matters to you?  In this episode of Heart of Your Money, we explore how understanding your core values transforms financial planning from a numbers game into a purposeful journey. Through real stories and practical exercises, you'll discover how to align your investments with your deepest goals – whether that's preserving a family legacy, ing the next generation, or creating the freedom to spend more time with loved ones.  Let's move beyond traditional planning to create a financial strategy that resonates with your personal values. If you want to sign up for Get Your Money in Gear, go here: https://zenaamundsen.ca/get-your-money-in-gear-course/  If you want more resources and show notes, check out: https://astrafinancial.ca/podcasts/ 49355t

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