From the time you begin college, start your career and perhaps start a family, to the time you leave the workforce and retire, investing in yourself is important and can impact your quality of life when you're older. With so much on the line, how do you make sure the decisions you're making are the right ones? We’re talking to Mark Willis, Certified Financial Planner (CFP), about how to navigate the major wealth transfers of our lives. Mark lays out the 4 major problems with our current system, and offers some solutions that may be a better way of capitalizing on our hard earned money. Along with helping clients plan for the future, Mark also co-hosts a weekly podcast called “Not your Average Financial Podcast.”
We will be covering the important money milestones or "wealth transfers" throughout our lives, including the repayment of student loans, planning for our children's college, and saving for retirement.
So start thinking about your financial goals - and let’s get to adulting!