If you worked at The Bahnsen Group, you’d know that Sean Latimer and I eat lunch together just about every day. We are blessed at The Bahnsen Group to have a very tight-knit, family-like culture. Sharing lunch together is a time to bounce ideas off one another, share best practices, and problem solve. I learn a lot from these lunchtime conversations, and I am a better advisor for it.

This week, during one of these lunchtime discussions, Sean shared an idea for a topic that he suggested we discuss here on Thoughts On Money [TOM], and today, we will do just that. Sean premised his topic recommendation with a story…

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