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EPISODE · Sep 16, 2021 · 21 MIN

How Age & Wisdom Play Into Financial Planning

from Financial Choices Matter · host Charles Scott

There’s an old quote that says, “Age is the price of wisdom.” Let’s talk about how that applies to the financial world. Contact: Phone Number: 480-513-1830 Website: https://pelletoncapital.com/ Essentialism: https://amzn.to/3DI8Af5 Digital Minimalism: https://amzn.to/3DyHCX2 Show Notes:  2:19 - Age, Wisdom, & Information 4:52 - Things We Wished We Had Known Sooner 6:39 - Do People Tend To Worry About Finances More, Or Less When Approaching Retirement? 8:50 - Leaving A Legacy 12:18 - Mailbag: Karen Asks If She Should Use A Robo Advisor 15:42 - Summer Reading

Episode metadata supplied by the publisher feed · Published Sep 16, 2021

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