Posts tagged Values-based financial planning
Episode 37 - Faith, Family, & Finances - A Better Way to Manage Money

Money is more than just paying bills and saving for the future—it’s a tool for living out your values and making a lasting impact. As part of the weeklong event Podcasthon, we’re highlighting Compass Catholic Ministries, a nonprofit dedicated to helping families approach money with wisdom, generosity, and faith.

Join us as Camila Gonzalez shares practical ways to align your finances with your values, get out of debt, and build a strong financial foundation—without feeling overwhelmed.

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Episode 18 - Turning Dreams into Reality with Values-Based Financial Planning

Making a life-changing move is never easy, especially when leaving a place you've called home. On this episode of Beyond Budgets®, I share the poignant journey my family and I are undertaking as we transition from the sunny beaches of Florida back to Missouri. 

This episode also presents a comprehensive guide to values-based financial planning. We dive deep into a six-step process to help you achieve financial goals while staying true to your core values. From gathering self-knowledge and setting realistic yet ambitious goals to analyzing your financial situation and consulting a financial advisor, you'll find practical advice tailored to larger financial milestones and simpler, more immediate goals. 

Whether you're contemplating a major life change or simply looking to align your finances with your deepest values, this episode offers invaluable insights and inspiration.

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