WEALTHTRACK cover image

Terminal cancer was not part of Jonathan Clements’ financial plan. He shares his lessons learned.

WEALTHTRACK

00:00

The Holistic Approach to Financial Planning

This chapter discusses the evolution of financial planning from a focus on market performance to a holistic view that incorporates personal values and happiness. It includes insights on the emotional and practical aspects of finance, especially in the context of life-altering experiences like a cancer diagnosis. The conversation emphasizes the importance of familial discussions about money, gratitude, and personal relationships in enhancing overall financial well-being.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app