Is Your Financial Plan Supporting the Life You Want?
About this episode
Scott and Nick discuss the importance of aligning financial plans with personal life goals.
Curious about your retirement savings? Our How Much Do I Need To Retire? quiz gives you an idea of where you stand and a starting point to think about your long-term planning. — There’s a moment many people reach at the start of a new year where the question shifts. It’s no longer just about saving more, earning more, or optimizing the plan, but it becomes something deeper. Is the life you’re building actually working for you? In this episode of Real Personal Finance, Scott and Nick ste...
People in this episode
Host: Scott
Guest: Nick
Topics covered
- financial planning
- retirement savings
- life goals
- long-term planning
- personal finance
Keywords
- financial plan
- retirement
- savings
- long-term planning
- personal finance quiz
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- Retire From the Wrong Job, Not From Work
- Rethinking Inheritance: Give It Now or Leave It Later?
- Deferred Compensation: Smart Planning or a Risky Bet?
- How to Stay Ahead of Taxes and Avoid Penalties
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