The Financial Answer

Financial planning guidance from West Tennessee’s Nathan O’ Bryant.

Understanding Values-Based Planning

Posted on January 21st, 2021

What are your goals? Why does the money matter? Everyone has different motivators and needs, so what does it look like to create a values-based plan? On today’s episode of the Financial Answer podcast, Nathan shares how your values can impact your financial plan.


Read more and get additional financial resources here: 


What we discuss on this episode: 

0:38 - Nathan says everything is awesome.

1:43 - What is values-based planning?

2:22 - For many people, family is what matters most.

4:55 - How is your faith reflected in how you invest? 

11:02 - Is education a part of your legacy?

13:29 - What really matters to you?

Podbean App

Play this podcast on Podbean App