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Feb 28, 2022

For more than a generation, people were taught to set money goals as cornerstone of managing financial wellbeing. What if there were a better way? Chris Budd, Founder and Chairman of the Initiative for Financial Wellbeing and author of The Financial Wellbeing Book, offers an alternate approach for financial planning and how we think about the role of money in our lives. In this conversation, we discuss the how purpose and values inform financial planning, how setting financial goals can create a vicious cycle, financial education in the workplace, retirement planning and the changing role of financial advisors.