In this episode, Carl walks through the first step of purpose-based planning: uncovering what truly matters before building any plan. He describes purpose as something to be rediscovered through careful, human conversation rather than invented, and shares practical ways to ask better questions, listen for emotional clues, and turn values into a clear Statement of Financial Purpose. The goal is simple but foundational. Start with "why," so every future decision has something solid to align to when the noise, fear, or complexity shows up.
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