Get in Touch with Your Values with Doug Lennick

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The Executive Financial Planning Podcast

Balanced Wealth Group

44 episodes

1 day ago

Matt Daugherty CFP® CRPC® ECA, partner and CEO of Balanced Wealth Group, LLC and guests discuss strategies to maximize executive benefits and tailor your financial plan to achieve balance in life.

Investing

Business

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Matt Daugherty CFP® CRPC® ECA, partner and CEO of Balanced Wealth Group, LLC and guests discuss strategies to maximize executive benefits and tailor your financial plan to achieve balance in life.

Investing

Business

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Get in Touch with Your Values with Doug Lennick

The Executive Financial Planning Podcast

49 minutes 5 seconds

2 months ago

Get in Touch with Your Values with Doug Lennick

Although we can all identify values that are important to us, we don't always act with those values in mind! Listen along as Doug Lennick, CEO of think2perform, shares how to link the two and make values-based decisions with your finances and everyday life.