Figuring Out What We Want

Figuring Out What We Want

M Advisor Podcast: Financial Clarity for Physicians by M Advisor
Dec 13, 2024
05:59

Episode notes

In financial planning, figuring out what we want can be a difficult task. Deciding what we like may feel like we limit our possibilities. If we choose one path and lean in to that path, we may close the door on other opportunities.

Keywords

financial planning
legacy
hobbies
family values
lifestyle
physicians
doctors
financial advisor
financial goals
behavioral finance