Ever wondered how to align your money with your values while planning for life’s biggest transitions? Welcome to Your Life and Money, where we believe financial planning isn’t just about numbers—it’s about your life. Join Brad Smith and Tim Borody as they dive into real stories of people using life-centered financial planning to achieve their goals and live out their dreams.
In this episode, we explore the emotional and strategic side of business succession and major life transitions like retirement and career changes. Drawing from personal experiences and expert insights, we break down the crucial elements of transitioning well, ensuring that you not only exit but exit with purpose and satisfaction.
Key topics we cover:
- How to align your money with your life goals and values
- The importance of planning for your business exit strategy early on
- Emotional phases of transitioning, from increasing anxiety to the "lame duck" phase
- The staggering number of business owners who regret their exit and how to avoid that trap
- Strategies to ensure you exit with fulfillment, not regret
- The critical role of financial planning during life transitions
Whether you’re a business owner planning for succession, a professional contemplating retirement, or anyone facing a significant life shift, this episode will provide you with actionable insights to make these transitions smoother and more aligned with your personal goals. Hear firsthand experiences that will inspire you to finish well and find contentment on the other side of change.
Tune in to ensure your life and financial transitions are as rewarding as your journey.
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