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Why Traditional Budgeting Fails and What’s Missing from Your Money Plan

NerdWallet's Smart Money Podcast

CHAPTER

Navigating Life Goals and Financial Planning

This chapter emphasizes identifying personal life goals and how they shape financial planning, focusing on aspirations like travel and early retirement. The discussion covers retirement needs, insurance coverage, and the balance between income and life enjoyment, particularly in the context of avoiding burnout. Additionally, it addresses estate planning and investment options for those without access to traditional retirement accounts.

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