325: Bryan & Rob – The importance of long-term life and career planning

Episode #325: Discussion with Bryan and Rob (26 minutes)

Discussion Topics

  1. Seasons of life
  2. keeping up with change
  3. financial planning
  4. life and disability insurance

Summary of Discussion Topics:

  • The earlier you start, the better off you’re going to be when it comes to life and career planning.
  • People go through different seasons of life such as being engaged, getting married, having kids, etc.
  • You have inflection points that change your season of life; often times people use this as an excuse as to why they can’t start planning for their future.
  • There’s never a good time. Now is the best time – just start!
  • Photography, technology and business are always changing; you have to keep up with them.
  • You don’t have to be well-off in order to get a financial advisor. The time to get a financial advisor is when you want to build wealth.
  • A financial advisor will guide you through asking the right questions and help you understand what you need to do in order to be set up for success long-term.
  • Put your financial planning on autopilot; work with a financial advisor and set up automatic withdrawals from your main bank account to your savings account(s).
  • You have goals and action plans for your business, so why not do the same for your life? You are connected to your business so planning your life is crucial.
  • Give someone you trust access to your list of passwords.
  • You always have to be prepared for the future; you never know what can happen.

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