Wednesday Jan 17, 2024
Regret Minimization with Andy Baxley
We focused on creating your statement of financial purpose and regret minimization, the value of having more in-depth conversations around money, what a creative retirement timeline is and why it’s important, and how our values help us make better decisions, with Andy Baxley, CFP, CIMA, CeFT and Senior Financial Planner with the Planning Center.
Listen to hear a difference-making tip on fostering your inner creative and sharing your work with your community!
You can learn more about Andy at ThePlanningCenter.com, and LinkedIn.
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The Aligned Money Show is the podcast for Money Alignment Academy, copyright 2024.