Episode 40: Aligning Advice with Values

Episode 40: Aligning Advice with Values

Episode 40 highlights:

- Special guest Karen Wawrzaszek, CFP®,CTFA joins the podcast

- Aligning values, goals and advice

- Managing stress and its impact on financial planning

- The role of values in decision making

- Implementing values-based planning

The article review section covers “Tony Hsieh's American Tragedy: The Self-Destructive Last Months Of The Zappos Visionary”

A link to the article can be found on our Twitter (@value_ability) or Facebook (@valueablility) accounts and is also available on our website at https://value-ability.com/content.


00:00 Introduction

06:55 Podcast Contact Info

08:07 Aligning Advice with Values

56:44 Article Review

1:05:07 Wrap Up

1:06:15 Disclaimer

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