#17 Navigating 2024 with Financial Planning Insights

Welcome to "Your Life and Money," where financial planning goes beyond numbers to shape your life. Join hosts Brad Smith and Tim Borody as they kick off the first episode of 2024 with a deep dive into the exciting world of life-centered planning. Discover real stories of individuals achieving their dreams through strategic financial planning and gain valuable advice to apply to your own journey.

Episode Highlights:

• Aligning Money with Values: Explore why the key to financial success lies in aligning your money with your values and priorities.
• Optimism for 2024: Brad shares his optimistic outlook for the year ahead, discussing the adaptability of humanity and the potential impact of artificial intelligence.
• The Role of AI in Financial Planning: Tim and Brad delve into the role of artificial intelligence in financial planning, discussing challenges and opportunities.
• Financial Planning Scorecard: Learn about a comprehensive financial planning scorecard that provides a personalized roadmap. Discover how it addresses crucial questions about sufficiency, future expenditures, and confidence in financial goals.
• Improving Relationships through Financial Planning: Understand the interconnected nature of financial planning and relationships. Explore how creating experiences with loved ones can impact your financial plan.
• Upcoming Episodes: Get a sneak peek into the next episodes covering retirement planning, estate planning, and a special guest speaker.

Join Brad and Tim on the journey to a life-centered plan. Sit back, relax, and let's make 2024 a year of financial empowerment and fulfillment! Tune in now and embrace the possibilities that life-centered financial planning can unfold in 2024!