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Where Planning Meets Purpose: Aligning Your Financial Plan
July 11, 2025
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In this essential episode, Ben Taatjes explores how your retirement financial plan should reflect your deeper purpose and calling. Moving beyond investment logistics and portfolio specifics, discover three key elements your financial plan needs to truly connect your money with your mission. Learn how to ensure your retirement resources align with your values and enable the meaningful impact you're called to make. This conversation transforms financial planning from mere wealth management into purpose-driven stewardship.
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Meet Your Host
Ben has been in the financial services industry for nearly two decades. He has worked alongside thousands of families and individuals while owning and operating Taatjes Financial Group, a retirement planning firm in west-central Minnesota. While Ben loves to work with retirees, his passion extends far beyond the numbers. This passion led to the publishing of his first book, Repurposed: The Untold Story of Retirement in America in 2017 as well as co-founding Retire Repurposed in 2019.
