When was the last time you actually updated your financial life to match the person you've become, instead of the person you were when you first set everything up?
This week, I break down two questions about disagreement and experience and turn them inward. I share the story of a senior director whose retirement contribution rate, cash reserve target, and investment allocation were all set for a version of her that hadn't existed in over a decade. And I share what 13 years of moving taught me about how my 30-year-old instincts still fire in a life that no longer needs them.
Try this in the next week: pick one financial habit you've held for more than five years. Ask when you formed it, what's changed in your life since, and whether the habit has actually changed too. Most people find at least two updates waiting.
Connect with Paul
If you're a working parent juggling a senior-level career and a growing family, and are tired of coordinating four different advisors to run your financial life, I do complimentary 30-minute conversations. Schedule one here.
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