How Age and Wisdom Impact Your Financial Planning

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