7 Ways Traditional Financial Planning is FAILING You! скачать в хорошем качестве

7 Ways Traditional Financial Planning is FAILING You!

Is your financial plan building the life you truly want, or is it just about hitting financial milestones? Many traditional plans focus on numbers alone, but what if financial planning could help you live with purpose and fulfillment? In this video, Keith Demetriades uncovers seven common limitations of traditional financial planning and introduces life-centered planning—a more flexible, values-driven approach to managing wealth. Here’s what you’ll learn in this video: • Evaluating Focus on Financial Targets: Discover why hitting financial milestones alone might not lead to long-term satisfaction and how life-centered planning shifts the focus to your broader life vision. • Increased Flexibility: Learn how life-centered planning adapts to life’s unexpected twists and turns, from career changes to health issues, ensuring your finances evolve with your needs. • Purpose-Driven Wealth Accumulation: Understand the importance of using wealth as a tool to support experiences, relationships, and causes that bring meaning to your life. • Aligning Financial Decisions with Personal Values: Keith explains how to create a plan that reflects your core values so every financial decision supports what matters most. • Addressing Emotional and Psychological Factors: Explore how life-centered planning acknowledges the emotional side of money, reducing stress and creating a more balanced financial life. Keith shares how a life-centered approach to financial planning can help you live with greater intention, aligning your wealth with the life you want to build and the impact you wish to leave behind. #FinancialPlanning #MakeYourLifeCount Timestamps: 0:00 Intro 0:32 Traditional Financial Planning Defined 1:07 Limitations of Traditional Planning 3:26 Life-Centered Financial Planning Explained 4:43 Purpose-Driven Wealth Accumulation 7:40 Aligning with Personal Values 8:53 Emotional and Psychological Factors 11:08 Building a Legacy of Impact 12:08 Stewardship Coaching Are you ready for retirement? Take the Savvy Steward quiz and find out for yourself! https://savvysteward.kingsview.com/ Learn more about Keith’s 4D Client Experience and how it can help secure your retirement → https://www.kingsview.com/office/pamp... Need help with your retirement planning? → https://6rfwrj2vb7i.typeform.com/savv... 🔔 Make sure to subscribe to stay updated on the latest insights in financial planning and behavioral finance! / @savvysteward 👥 Connect with Keith on social media → LinkedIn:   / keithdemetriades   Facebook:   / keithdemetriadescfp   Disclaimer: The information provided in this video is for educational purposes only and should not be considered financial advice. Please consult a qualified financial advisor to discuss your specific situation and needs. Past performance does not indicate future results, and all investments carry risks, including potential loss of principal. Any financial product or strategy references are purely illustrative and should not be construed as endorsements or recommendations.