RETIREMENT REALITIES
  • Home
  • Topics
    • All Posts
    • Submit
  • About
  • Contact

More Financially Capable Than You Think?

12/27/2020

1 Comment

 
Picture
Nobody understands our goals better than we do
When I was in my early 30s, I commented to a co-worker that my husband and I were planning to meet with a financial planner. The co-worker was a little younger than we were and said something like, "Just remember that you're smarter than the financial planner." My intelligence isn't something people comment about much, so the comment caught me off-guard. I went home and repeated it to my husband. 

Since then (25 years ago) I've met some pretty smart financial planners, but my co-worker's comment launched a string of events that resulted in my husband and I continuing to manage our own finances and investments. Nothing we do is terribly sophisticated, but nobody understands our goals better than we do, and nobody understands our finances and investment choices better than we do. And, at least so far, it seems to be working well for us.

-- Kathy

Related reading:
  • Easier Than You May Think
  • Gather Input Then Decide for Yourself
  • Benefits of Low Cost Investing
1 Comment
Gary Montgomery link
11/14/2022 01:43:18 pm

Allow word raise responsibility public deep. Effort assume amount process customer. Throughout sing high I fill.

Reply



Leave a Reply.

    Lessons

    we're learning

    Archives

    May 2021
    December 2020

    Categories

    All
    Activities
    Contributing
    Finances
    Investments
    Travel

    RSS Feed

Retirement Realities

Copyright © 2021  |  Colorado, USA  


Photos used under Creative Commons from ell brown, mikecohen1872
  • Home
  • Topics
    • All Posts
    • Submit
  • About
  • Contact