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
What this episode covers
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
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How Age & Wisdom Play Into Financial Planning
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