Great financial planning is much broader than investing alone. In today's episode of Money & Meaning, Jeff asks, "What are your great life goals?" and then shares how allocating your limited resources to support your goals can drive a better, more personalized financial plan.
Things that make you go "Hmmm" with special guest David Hultstrom
Rethinking capital market assumptions to create an optimal (not perfect!) portfolio
If I died tonight: Planning for the financial impact of the unplanned
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
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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