How Age and 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.

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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