Ep скачать в хорошем качестве

Ep

How much do you need to have stashed away to live a comfortable life? And how will you know it’s truly, enough? Listen in as Adam and Ben talk about how “enough” isn’t just a number on a spreadsheet or a Monte Carlo simulation output. Defining enough needs to include reflections on what matters most to you, what fulfills you, and what keeps you content. And it’s hard to get that output from a calculator! 00:00 Introduction to AB Conversations 00:36 The Concept of 'Enough' in Financial Planning 00:47 Old School vs. Modern Financial Planning 01:15 Psychological Hurdles in Defining 'Enough' 04:04 Lifestyle Creep and Financial Fulfillment 04:29 Fear-Based Planning vs. Purposeful Outcomes 05:24 Value-Driven Financial Conversations 07:33 Monte Carlo Simulations in Financial Planning 09:18 Personalized Planning and Mental Accounting 13:29 The Three Bucket Theory 14:32 Final Thoughts and Takeaways 19:25 Closing Remarks and Disclaimers For more insights on everyday financial planning questions, go to www.haasfinancialgroup.com Contact Us: Email us at info@haasfinancialgroup.com Investment advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice. Ticket #T009210