Are You Asking The BIG Why?

 

Do you plan to retire? Or do you have another big money goal?

Most of us do, but what most of us don’t do is ask - Why?

And even if you think the answer is obvious, it’s so worth it to spend some time thinking about it.

In this week’s episode of Eye Openers, my guest Derek Amey shares:

  • How the landscape in the financial industry is changing 

  • What role advisors need to play to help their clients even more

  • The importance of connecting to your “Big Why” when it comes to your money goals

Join Derek and I for a cup of coffee and then let us know in the comments: What are some of your money goals? Why are they so important to you?