Financial Tip of the Month
Topic: Family Money Chats
Does your family feel comfortable talking about money with you? Money is one of those taboo subjects that makes people awkward. Almost as awkward as watching a romantic movie scene next to your family members.
Instead of "winging" a family money chat, learn from my experiences and also get the free Family Meeting Agenda provided in the following article:
How to Have Family Money Conversations
Another Bonus: One of the first things we did as a new husband and wife was hike to the top of our local mountain in Fort Collins. While hiking, we created our Andrews Family Mission Statement.
Read what's important to my incredible wife and I by seeing our new mantra which is in the above article :-)
If you want personalized guidance and encouragement from someone trained in comprehensive money planning, please visit our Well-Rounded Success Services website to see how you can work with a CERTIFIED FINANCIAL PLANNER™ professional.
Financial Quote of the Month
"Hope really does change someone's situation more than their math does."
Quote said as a guest on the podcast, After the Fact by the Pew Charitable Trusts:
Episode - Dave Ramsey Talks American Debt
Well-Rounded Success Around The Web
I'm excited to see my name in this MarketWatch article titled
Here are 5 Times When It's Better to Stash Your Cash and Pay with Plastic
It was a fun experience to share knowledge at the XY Planning Network National Conference in St Louis speaking on a panel titled,
Crushing Financial Planning: How to Build a Repeatable Process
Want some quirky inspiration and financial tips mixed with dog pictures?
Follow our Instagram page!
Recent Post: Bogie guilt tripping us to feed him with a financial tip about food costs
Throwback Well-Rounded Success Article
Investing with Optimism: A Key Factor in Our Investment Philosophy