Slowing Down to Think About Your Purpose for Money

Paul, Evan, and James talk about how quickly conversations about money and purpose come in the retirement planning process with new clients. Evan realizes that it may be difficult to slow down and think about your loved ones, your purpose, and your money. Listen along as these advisors explain how knowing your purpose for money focuses your spending and investing decisions. Later in the episode, earlier this month a house committee voted 50-0 trying to separate TikTok from its Chinese ownership and then TikTok retaliated. Evan shares about how the marketplace will likely sort out these kinds of issues faster than Congress will. 

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