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When you think about money and your journey with money, what are the aspects that you learned growing up?
I find so often, even in the same households my clients have differing opinions or experiences.
Today I want to talk about financial behavior. Those habits that you picked up over the years, even stretching back to when we were children.
Some of these financial behaviors are good, some are...well, not so good. And there's a good chance you didn't even know you were learning this behavior. You just picked it up by example.
Today I'm going to outline 9 financial behaviors. I want you to identify with one of them, and then I want you to answer some important questions I have to ask you about the security of your future.
Find out more about Forethought Planning: www.forethoughtplanning.com
Follow Forethought Planning on social media:
Facebook
LinkedIn
YouTube channel
Score our free Wealth Assessment tool on our website.
Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. Lisa Harris and Lisa Harris & Co are not affiliated with Forethought Planning, Advisor's Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.
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When you think about money and your journey with money, what are the aspects that you learned growing up?
I find so often, even in the same households my clients have differing opinions or experiences.
Today I want to talk about financial behavior. Those habits that you picked up over the years, even stretching back to when we were children.
Some of these financial behaviors are good, some are...well, not so good. And there's a good chance you didn't even know you were learning this behavior. You just picked it up by example.
Today I'm going to outline 9 financial behaviors. I want you to identify with one of them, and then I want you to answer some important questions I have to ask you about the security of your future.
Find out more about Forethought Planning: www.forethoughtplanning.com
Follow Forethought Planning on social media:
Facebook
LinkedIn
YouTube channel
Score our free Wealth Assessment tool on our website.
Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. Lisa Harris and Lisa Harris & Co are not affiliated with Forethought Planning, Advisor's Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.