Where Planning Meets Purpose: Aligning Your Financial Plan
Update: 2025-07-11
Description
In this essential episode, Ben Taatjes explores how your retirement financial plan should reflect your deeper purpose and calling. Moving beyond investment logistics and portfolio specifics, discover three key elements your financial plan needs to truly connect your money with your mission. Learn how to ensure your retirement resources align with your values and enable the meaningful impact you're called to make. This conversation transforms financial planning from mere wealth management into purpose-driven stewardship.
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