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Tailoring Your Financial Future: Defining Goals and Priorities
Manage episode 478548940 series 3580892
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In this episode of the "Currency of Knowledge" education series, the hosts engage in a thought-provoking conversation with Barry Malik, head of retirement plan services. Together, they explore the essential process of helping clients define their financial priorities and goals. Barry emphasizes the importance of personalized financial discussions, shedding light on how individual aspirations, such as travel plans or health concerns, can shape retirement visions. They introduce the concept of a financial purpose statement, a concise reflection of what truly matters to clients, serving as a guiding light for their financial journeys. This episode underscores the idea that financial goals are unique to each individual, much like a tailored suit.
https://www.cnbb.bank/Portals/0/Your Personal Savings Planner.pdf?ver=UfuIgWd97d33fSspISfAzQ%3d%3d
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