Episode 6
Our sixth episode that aired this week continues our discussion about values and about how we build our financial plans to match those values. As Bill points out, there’s a lot of people who have an idea how they WANT their lives to unfold, but aren’t sure HOW to make it happen.
I’m noticing among my friends that things, financially, are starting get serious. In 8-10 years, I’ll have three kids in college. Five years ago that seemed like an eternity. Now, at 37, my financial future and obligations feel much more real and immediate.
Two things trip us up:
1. Whether it’s retirement or education, we get confused with the vehicle versus the trip.
2. “I don’t know what to do. It’s overwhelming.”
Some times there’s so much anxiety, stress, and tension around setting financial goals. Either sticker shock or the fear of change shouldn’t stop you from creating an awareness of what’s really important to you. We need to approach our financial goal setting with the knowledge that change will be involved.
If you’re interested, the financial tool Bill mentioned in the show is called Torrid Technologies.
