Planning for Financial Freedom Through Life’s 3 Phases (Ep. 5)
Is there more to wealth than just the digits in your bank account?
Join CERTIFIED FINANCIAL PLANNER™ professional, Matthew Nelson, as he digs beneath the surface of what we know as financial independence. While financial independence means living without depending on generating continuous income, Matthew provides a different goal to aspire to: achieving ‘financial freedom’ by aligning your wealth with your core values.
Listen in as Matthew unveils:
- The difference between financial independence and financial freedom
- Life’s money stages: enjoying now, planning for surprises, and leaving something behind
- Discovering the deeper role of a financial advisor beyond merely investments
- The path to financial independence: income, taxes, and investing. Which is most important?
- Rethinking retirement: Is it only about the money?
- Thinking about money, family, and hard conversations while planning your estate
- And much more!
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