What’s Your Why?

Key Takeaways

  • Your “Why” is your personal story, why you do what you do, what you care about.
  • Many people go through life not knowing their why, and it can bog them down or make them go down paths that end up going nowhere for them because it doesn’t mesh with what they are truly about.
  • Being clear on what your why is can help you be intentional and attentive to doing things that are relative to that, thus making you feel happier and more fulfilled in life

Financial Awareness

Key Takeaways

  • Not being aware of what’s going on with our finances happens often and can be very upsetting.
  • Taking time once a week to check on your finances and make yourself aware of any overspending can help set you up for success the following week.
  • A great day to check your finances every week is on a Friday, called Financial Fridays, as the bulk of spending tends to happen on weekends, so checking on a Friday can make you aware of where you are in your spending cycle.

The Financial Advice Middle Ground

Key Takeaways

  • The Millennial generation grew up in a time of financial uncertainty with the Dot com bubble and the Great Recession, and thus they are leery of the financial industry.
  • Millennials love the online world, but it can often lack the connection they are looking for, and the traditional advisor world is too formal, too focused on the advisor.
  • There is a middle ground, where you can have access to all your financial information online, but also have access to a financial advisor when you want one.