Working as a financial planner gave me the opportunity to meet so many people and to hear their amazing stories as to how they became wealthy. Most came from humble means, from former refugees who did not speak English, to former teenage moms, to those that grew up in foster care. Their stories are an inspiration. Continue reading “Passing On Your Money Skills”
What does the game of golf have in common with the financial planning profession? According to my colleague Paul Wannemacher, there are many parallels between the two. The financial planning process is all about aligning your money and wealth with your life goals and personal values. As Paul explores below, professional financial advisors have an important role in this process and your financial future should be treated with the highest levels of professionalism and integrity: Continue reading “The Nine Core Values of Financial Advice”
Prior to becoming a full time financial educator, some of the work that I did with my clients fell into the realm of what is often called financial life planning. Financial life planning gives money more meaning and purpose and helped my clients do more than just focus on typical financial goals such as deciding when to retire, where they plan on living, and how much the expected lifestyle will cost. Rather than simply focus on money and wealth, it helps people decide what is really important in their lives. Continue reading “Create a Financial Life Plan with a Few Simple Questions”
