Resolve Riffs Investment Podcast cover image

Befi is Dead; Long Live Befi! with Shaping Wealth’s Brian Portnoy

Resolve Riffs Investment Podcast

CHAPTER

Beyond Numbers: Understanding Financial Goals

This chapter explores the evolution of goals-based wealth management and critiques the traditional focus on monetary figures in retirement planning. It emphasizes the importance of uncovering the deeper motivations behind financial aspirations to achieve more meaningful personal fulfillment.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner