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How Age and Wisdom Impact Your Financial Planning

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Manage episode 365515340 series 3481242
Content provided by Nathan O' Bryant. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nathan O' Bryant or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

One of the reasons that financial planning is not a one-size-fits-all answer is that everyone’s age, goals, and experiences are different. What you needed in your 20s might look very different from what you need to do in your 50s. Today we talk through the impact both age and wisdom have when you sit down and make a financial plan with a qualified professional.

Here’s what you’ll learn on today’s show:

  • Why does age matter? (1:19)
  • What does wisdom mean and actually look like? (4:50)
  • Should you incorporate life experiences into your plan? (7:45)
  • Technology has changed our financial tools. (9:10)
  • Cultural differences can change how you invest. (11:14)

For more, visit us online: http://thefinancialanswer.com

  continue reading

259 episodes

Artwork
iconShare
 
Manage episode 365515340 series 3481242
Content provided by Nathan O' Bryant. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nathan O' Bryant or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

One of the reasons that financial planning is not a one-size-fits-all answer is that everyone’s age, goals, and experiences are different. What you needed in your 20s might look very different from what you need to do in your 50s. Today we talk through the impact both age and wisdom have when you sit down and make a financial plan with a qualified professional.

Here’s what you’ll learn on today’s show:

  • Why does age matter? (1:19)
  • What does wisdom mean and actually look like? (4:50)
  • Should you incorporate life experiences into your plan? (7:45)
  • Technology has changed our financial tools. (9:10)
  • Cultural differences can change how you invest. (11:14)

For more, visit us online: http://thefinancialanswer.com

  continue reading

259 episodes

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