Posts Tagged ‘decisions’

How to Be Your Own Financial Planner

Barbeque with friends

This weekend, we had some friends over for a barbeque with their kids. The place was full of lively conversation, food and games and time went by quickly.

Since the men had not seen one another for a few weeks, we did a round of updates and Wayne told us he was planning to change his line of work and become a financial planner. As soon as he mentioned the words “financial planner”, the rest of us changed facial expressions and posture and it was clear we all had strong feelings about this profession.

This was by no means personal, because we like Wayne a lot, but we had all been visited by a financial planner or two and had all chosen not to use them. From that starting point, we felt Wayne was starting “on the back foot” and was headed into difficult, unpleasant territory.

As we talked, some interesting points emerged, which I would like to share with you, because they can help you become your very own financial planner and stop looking for one, if you are.

Baby Shower Invitations

Decision Horizon

Grandmother with two granddaughters

It is amazing to discover that more and more often, decisions we make are no longer long-term or life-long decision but very short-term ones.

My parents come from a generation in which they thought that when a decision was made, it was made for life. If we misbehaved, they thought we would misbehave our entire lives. When we did not want to learn (OK, when I did not want to learn), they thought we would hate learning forever. When we hung around certain friends, they were afraid we would be with those friends forever.

Not so for my kids.

Ronit Baras

Be Happy in LIFE logo    Book your private life coaching
with Ronit Baras and learn
how to be happy in life
Keep up to date

RSS icon

Facebook

Enter your email address:

Delivered by FeedBurner