How can we find the balance between enjoying life in the present and fulfilling our current needs, while still preparing for the future? Wealth Advisors Priscilla Brehm and Stacey McKinnon take the stage at @morton_wealth 's 2023 Investor Symposium to discuss making wise financial decisions that maximize our joy and memories with loved ones, making sacrifices for long-term goals, identifying the “why” behind our wealth, and making financial planning easier through methods like automatic deductions.
Stay tuned for more Couchside Conversations episodes! We have topics coming up like…
- Battle of the Spouses: Financial Edition
- Parenting Tips for Financially Savvy Kids
- Protecting Your Family Using Insurance
- Gen X: Complexities of the “Sandwich Generation”
