Ep 122: Values-Based Planning

Phil's Tax Hacks · Feb 17, 2022 · 17m

How do we incorporate our values into our financial plan? On today’s episode, we discuss some common values and how they fit into your overall retirement plan.

TIMESTAMPS:

0:25 – Happy Valentine’s Day!

1:44 – Family

2:46 – Faith

6:22 – Education

9:05 – Career

12:13 – Charitable giving

13:44 – Having fun!

ADDITIONAL INFORMATION: https://philstaxhacks.com/