Your Life and Money

Your Life and Money


#4 Unraveling Financial Planning: Achieving Clarity, Contentment, and Fulfillment

June 30, 2023

Join Brad Smith and Tim Borody on "Your Life and Money" as they explore the complexities of financial planning and how it intersects with personal growth. Discover practical insights and expert advice to gain clarity, contentment, and fulfillment in your financial decisions.


  • Understand a life planner: Recap the purpose of the life center planner hat and how it brings structure to your financial choices.
  • Navigate conflicting financial goals: Explore the challenges of managing financial planning and cash flow while balancing conflicting objectives.
  • The bucket demonstration: Learn a visualization technique to identify and categorize your cash flow sources, shedding light on factors that shape your financial journey.
  • Overlooked life transitions: Recognize the importance of considering the financial implications of major life changes, such as retirement or education, and their impact on your long-term financial plan.
  • Striking a balance: Find equilibrium between short-term needs and long-term savings, aligning your financial goals with your desired quality of life.
  • Embrace "just enough": Challenge the notion of accumulating excessive wealth and discover the fulfillment that comes from striking the right balance.
  • Gain clarity and contentment: Experience how guidance provides clarity, both visually and emotionally, as you plan for the future.