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Important Financial Questions to Consider



On This Episode

Socrates said the unexamined life is not worth living. When it comes to financial planning, it’s important to examine yourself by pondering some of these important questions. Today we’ll get to the heart of the issues. 

For example, what keeps you up at night when it comes to your money? The number one thing is probably running out of money. You need to understand your values and goals and have a plan in place so you can sleep better. Too many people are winging their financial plan. As always, if you have any questions about retirement or investing, feel free to reach out to us for help. 

On today’s show, we’ll discuss: 

  • What financial issues keep you up at night?
  • What do you really desire the most financially speaking?
  • How much of a risk taker are you when it comes to money?

Listen to the full episode or use the timestamps to jump to a specific section. Thanks for joining us! We’ll be back for another show every other Thursday.

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