Two Quants and a Financial Planner | Bridging the Worlds of Investing and Financial Planning

Aligning Your Assets with Your Purpose: Lessons from Peter Mladina

Jun 19, 2023

38:05

In this episode, we discuss the major lessons from our recent interview on our separate podcast Excess Returns with Northern Trust's Peter Mladina. Peter's work on goals-based planning, aligning goals with purposes, the importance of time and in many other areas has wide reaching implications for investors. But it also can be very complex. So we wanted to break it down in simpler terms than we were able to in the initial interview and discuss the most important lessons investors can take from it.

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