Episode 3: Life Goals Vs Financial Goals - While Your Dreams Should Drive Your Wealth Decisions

Join us as we explore the importance of aligning life goals with financial decisions. David explains the framework used to help individuals and couples discern their true life goals beyond superficial desires like becoming a multimillionaire. The episode discusses the initial process of uncovering core values and priorities through a series of in-depth questions. The conversation also touches upon the traditional assumptions about property and lifestyle choices, challenging listeners to make decisions that genuinely support their ideal lives. Additionally, real-life examples illustrate how people's goals and values can evolve over time and the necessity of revisiting and reassessing financial plans regularly.