It’s a topic no one likes to talk about, but careful planning is the best way to ensure that money is the very last thing your loved ones will need to worry about should you die or become disabled. In today’s episode of Money & Meaning, Jeff discusses the important role of life insurance in your holistic wealth management plan.
Things that make you go "Hmmm" with special guest David Hultstrom
Rethinking capital market assumptions to create an optimal (not perfect!) portfolio
The path to evidence-based investment planning
Trust the process: Creating predictability in an unpredictable world
Creating a life of greater joy: Introducing Jeff Spadafora and ‘The Joy Model’
Fostering healthy investor behavior using an evidence-based approach
Uncovering your unique abilities to create a purpose-filled life
Tax-efficient charitable giving: Using “free bridges” to support your personal gifting strategy
What are your great goals in life?
Putting First Things First: 4 Questions to Help You Uncover What Matters Most
It’s a Wonderful Life: Jeff’s Journey & the legacy of George Bailey
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