Feb 24, 2025
What does your ideal retirement lifestyle look like?
Before diving into investment strategies and portfolio allocations, we need to start with a more fundamental question: What truly matters to you?
In this episode of Heart of Your Money, we explore how understanding your core values transforms financial planning from a numbers game into a purposeful journey. Through real stories and practical exercises, you'll discover how to align your investments with your deepest goals – whether that's preserving a family legacy, supporting the next generation, or creating the freedom to spend more time with loved ones.
Let's move beyond traditional planning to create a financial strategy that resonates with your personal values.
If you want to sign up for Get Your Money in Gear, go here: https://zenaamundsen.ca/get-your-money-in-gear-course/
If you want more resources and show notes, check out: https://astrafinancial.ca/podcasts/