Today's Hack

Have you stopped to reflect on yourself and your feelings when it comes to finances? When you meet with an advisor, it’s important to be true to yourself. Today on the podcast, we’ll ask the questions you should sit with when it comes to making financial decisions and a financial plan.

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Show Notes For This Episode

Other Retirement Facts:

What is keeping you up at night? From a financial standpoint, what are your fears? What are your concerns? It’s important that your plan brings these concerns into consideration. Have you talked about these things with your financial advisor?

What is it that you want most? Money is more than just the numbers, it’s about what you value. Are you wanting to prioritize it with family? What about charitable giving? Are you wanting to spend more time traveling in the future? Are you being truly honest when it comes to what you most desire?

What are you biased against? Are there companies you want to avoid or certain products you feel strongly about? Biases aren’t always bad, but it’s important to know where those biases come from. Are these biases properly informed or based on misinformation? What are the real pros and cons behind your decisions?

Finally, what does it mean to be a good steward of your money? What role do you want money to play in your life? What does it mean for you? Are you planning to give it all away or splurge on some fun? What is your end goal?

Hopefully by the end of this podcast, you feel better equipped to answer these questions and ready to apply the knowledge about yourself to your plan.

Listen to the entire episode or click on the timestamps below to hear a specific question.

0:38 – What’s the winter weather felt like so far?

2:11 – Looking inward can lead to major financial impacts.

3:09 – What financial issues do I worry about? 

5:14 – What do you desire most from a financial standpoint?

6:58 – Am I biased against something? 

10:24 – What do you want to accomplish with your money?

Thanks for listening! We’ll be back with another episode next week.

A Quotable Moment:

At the end of the day, it doesn’t matter what our plan does if it doesn’t address whatever your concern is.

-Phil Putney

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