The “Now and Then” Exercise That Creates Better Financial Decisions

Send us Fan Mail Without clear direction, every financial plan is both right and wrong at the same time. In this episode, Tim steps away from the spreadsheets and market analysis to explain one of the most important exercises used in real financial planning conversations: defining what a wealthy life actually looks and feels like for you. The “Now and Then” exercise helps uncover the goals, emotions, frustrations, and life outcomes sitting underneath money decisions. Without clear direction, ...