Are You Practicing Values-Based Financial Planning?

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When you think of your finances, your first thoughts probably aren’t about your core values. You’re more likely to be focused on the debt you are trying to tackle or the long-term goals you have for your money. Often, conversations about finances are more focused outwardly on things like interest rates, rather than inwardly on things like intrinsic values. At times,  it may even feel like the values that guide your life and the pursuit of money are at odds with each other, but that doesn’t have to be the case. With values-based financial planning, you can pursue your […]

Episode 47: Why Friends and Finances DO Mix

Our friends are some of our greatest influencers, and they have a significant impact on the way we manage our finances. Nearly three-quarters of people believe it’s inappropriate to discuss money matters in a social setting. However, our circle of friends has a tremendous impact on the way we manage our finances – for better or for worse. In this episode, Kathy explains four reasons that she feels friends and finances do mix, and why we should all be engaging in money conversations with the people in our closest social circles. You may just find that these conversations help you […]