How Age & Wisdom Play Into Financial Planning

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