There comes a point when “I’ll figure it out later” stops being a financial strategy. Spenser Liszt is a holistic financial life planner and founder of Motif Planning who helps busy parents become financial adults and make their money work for the life they actually want.
In this episode, we talk about what financial adulthood really looks like, from understanding your cash flow and preparing for major life transitions to navigating investments, taxes, insurance, retirement, and the financial decisions that come with raising a family. Spenser also shares his own unconventional path into financial planning, starting with just $67 to his name as a touring musician.
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