Happy & Free Podcast

We plan for our financial future by putting aside money in a 401k or an IRA. Maybe it's a pension or equity in your big house that you plan to one day cash out. But have you taken a moment to plan for your overall future? That's what we're talking about on this edition of our podcast, Happy &  Free with Val and Dan. We'll walk you through a checklist on what you should examine as you make your plans for the future – from your passions and needs to your legacy. You don't want to miss it. Listen, learn, and share.