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May 18, 2023

Today, we're diving into a topic that affects everyone, regardless of age or financial status: how age and wisdom impact financial planning. No matter where you are in life, your financial goals and priorities will change over time, and it's important to have a plan that reflects your unique needs. In this episode, we'll explore the ways in which age and wisdom impact financial planning strategies and provide practical tips and insights to help you make informed decisions about your finances.

Join us for a thought-provoking discussion with Nancy as she explores how our financial goals evolve over time and emphasizes the value of integrating personal experiences into financial planning. She’ll discuss the impact of working with a seasoned financial advisor who has extensive experience working with a diverse set of clients and can help navigate whatever changes life throws your way. Tune in as we dive into the significance of maintaining emotional awareness and decision-making mindfulness throughout your financial planning journey and more.


Here’s some of what we’ll discuss in this episode: 


  • Nancy reflects on her latest trip to California. (1:25)
  • Why does age matter in financial planning? (4:46)
  • Studies show that as we age, more decisions are made on feelings and intuition. (7:21)
  • The importance of incorporating life experiences and lessons into financial planning. (10:09)
  • How the aging process changes people’s perceptions about money. (12:35)
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