How to Change Your Money Plan When Your Goals Change (Without Starting Over) SB1914

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About this episode

You build a plan around a goal, the goal changes, and the spreadsheet keeps marching toward the old one. Joe Saul-Sehy and a roundtable of regulars, joined by Financial Bliss Coach Kelley Long, CFP, ask what happens when the house, the career, or the family you saved for stops being the life you want. They play a game of keep it, kill it, or change it, then get practical about the real invoice for changing course: cash runways, taxes, selling while markets are down, and the stubborn pull of sunk costs. You’ll also hear why staying put has a price of its own.What You’ll Walk Away WithA three-card game (keep it, kill it, change it) applied to a house the kids have outgrown, a plan built…