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Why Financial Plans Fail When They're Built on Someone Else's Values
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Most financial plans don't fall apart because the math was wrong. They fall apart because they were built around what you thought you should want, what your family expected, or what the industry calls success. A few months in, you stop following the plan, because it was never really yours.
In this episode, I share my own story of burnout early in my career, how it shaped the way I built Align, and how to build a plan around the life you actually want.
In this episode:
Why plans built on outside expectations don't last
My own story of burnout and leaving the traditional…
The skinny
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