We are delighted to share noteworthy news – the Aligned Money podcast has recently featured the financial planning expertise of Andy Baxley. Andy, a CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Investment Management Analyst (CIMA), and Certified Financial Transitionist (CeFT), takes center stage in an episode aptly titled “Regret Minimization with Andy Baxley,” hosted by George Grombacher. This compelling episode is an insightful exploration into the intricacies of financial planning, focusing on crafting a statement of financial purpose and minimizing regrets.
Listeners are invited to join this profound conversation, where Andy imparts valuable insights into meaningful money discussions, creative retirement timelines, and the significant role of personal values in decision-making. Far more than a traditional financial discourse, this episode is a gateway into a holistic exploration of life and purpose, guided by one of the industry’s leading experts.
In addition to the wealth of financial wisdom shared, Andy articulates a personal narrative on discovering community and the transformative impact of conducting work in the public domain. Upon reflecting on the past year, he provides a nuanced glimpse into a pivotal lesson that has profoundly influenced his approach to financial planning and personal growth. Demonstrating his expertise at The Planning Center, Andy elevates this podcast episode to an invaluable resource for businesses seeking a synthesis of financial acumen and purposeful living. We invite you to tune in to the podcast at your earliest convenience to delve into this sophisticated discourse, which transcends conventional financial advice and furnishes practical insights for both professional and personal enrichment.
