Ep 6: Values-Based Planning

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Retirement planning isn’t always about dollars and cents. At the end of the day, financial planning is about your values and what you want your future to look like.

On today’s episode, we’ll discuss some common values people incorporate into their retirement plan and how these direct the planning process.

For most people family really influences how they are saving for retirement. Will you travel to see grandkids? Do you want to pass money on to them? Faith, education, career, charity, and simply having fun are all important things to consider when building out your plan.

 

What We Discuss Today: 

1:43 – Family

3:12 – Faith

4:42 – Career

7:50 – Education

9:13 – Charity

10:37 – Fun

 

Quotable Moment: 

“A lot of people are resigning from their jobs… You have to make sure your plan is up to date.” – Spiros Vassilakos

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SPIROS VASSILAKOS

For more than 20 years, Spiros has helped families and individuals, corporate executives, physicians and small business owners locally and nationally, pursue their financial goals with thoughtful, tax-sensitive investment guidance. 

Spiros is focused on helping you pursue your greatest objectives with simplicity, transparency and a disciplined process to measure your progress. His guidance is tailored to support your current lifestyle, retirement income needs and legacy goals, while making you feel comfortable at every step of the way. His passion is fueled by knowing he has made a positive difference in the lives of the families and organizations he serves.

SPIROS VASSILAKOS

For more than 20 years, Spiros has helped families and individuals, corporate executives, physicians and small business owners locally and nationally, pursue their financial goals with thoughtful, tax-sensitive investment guidance. 

Spiros is focused on helping you pursue your greatest objectives with simplicity, transparency and a disciplined process to measure your progress. His guidance is tailored to support your current lifestyle, retirement income needs and legacy goals, while making you feel comfortable at every step of the way. His passion is fueled by knowing he has made a positive difference in the lives of the families and organizations he serves.

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(727) 754-8418

AthenianPCG@Cambridgesecure.com