Paul Carroll sits down with Megan Beaufays, a wealth manager at Avion Wealth, to talk about what it really means to plan with purpose. Megan shares the story of a couple near retirement, both facing illness, who wanted their charitable giving to continue through their children. It is a candid look at how thoughtful conversations, not just data, uncover what matters most.
The two discuss how good advisors act almost like detectives, asking the questions that reveal a family's deeper aspirations. They touch on tax considerations during peak earning years, involving adult children in the giving conversation, and how goals naturally shift from your thirties to your sixties and beyond.
There is also a forward look at generational change: how baby boomers, millennials, and the advisors who serve them are each bringing something new to the table. Paul reflects on mentoring young professionals and why he is optimistic about the future of the firm and the profession.
If you have ever wondered whether your plan reflects what you truly value, this conversation is an invitation to press play and consider the question for yourself.