Retirement Elevated Podcast with Sean Lee

What Is Values-Based Financial Planning?

January 7, 2021

Is your financial plan aligned with your values? How do you create a values-based financial plan? We’ll explain on today’s episode.


Read more and get additional financial resources here: 


What we discuss on this show: 

1:39 - What is a values-based retirement plan?

5:02 - Does your retirement plan align with your moral beliefs?

6:32 - What is your charitable giving plan?

7:47 - Do you want to work longer?

10:08 - How does education play a part in your retirement plan?