025 – The Stewardship Journey Part II

In today’s episode of the True Wealth Spotlight, Rick and Cassie discuss Waypoint three on the Stewardship Journey, where you are moving from “stable” to “solid” on the financial planning spectrum. The goals they discuss include increase your giving over time, investing and wealth building to prepare for retirement or your “second half” where you find meaningful ways to serve others, and creating a strategic financial plan that will guide you to the strong finish you always envisioned!