Financial Foresight: Why Learning Before You Decide Matters | Your Life Simplified

Описание: In this episode of Your Life Simplified, host Michael MacKelvie, senior wealth advisor, talks with Kurt Schindler, senior wealth advisor, about the benefits of working with an advisor to learn financial principles that can help you navigate your financial situation as it evolves. They discuss how proactive learning leads to more informed, confident decisions, and how, even though not everything can be predicted, a strong foundation in financial knowledge supports smarter, more adaptable planning.
  
00:00 Introduction 
00:51 Financial Education
02:12 Just in Time vs Just in Case
04:05 Learning in the Moment to Make a Decision
04:38 Using Previously Learned Principles to Make a Decision
06:27 Become Financially Literate in Useful Areas
09:01 Navigating Market Volatility
12:26 Planning for Milestones With Your Family
14:37 Responsibilities of a Financial Planner
16:55 Outro & Disclosures                                  
                              
#FinancialEducation #FinancialPlanning #FinancialLiteracy #MarketVolatility #SticktothePlan

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These videos are limited to the dissemination of general information and are not intended to be legal or investment advice. Nothing herein should be relied upon as such. The views expressed are for informational purposes only and do not take into account any individual personal, financial, or tax considerations. There is no guarantee that any claims made will come to pass.
Disclosures: https://www.marinerwealthadvisors.com...