In this show, David begins by telling a story about his daughter's first dentist appointment. He demonstrates what working with our financial planning firm is like. And he finishes the show by talking about a recent article that discuss the current financial bubble economy. 

From our weekly newsletter, "Do you remember the first time you went to the dentist? My three-year-old daughter, Amelia, had her first dentist appointment last week. 

Mallory and I tried to coach her on what to expect, because when I’m going into a new situation my anxiety tends to spike. I get even more antsy when I can’t visualize what the new experience will be like. I figure, I’m probably not alone in my uneasiness in new environments.

We told Amelia that the dentist and the hygienist were going to look at her teeth and count them and clean them, and that she would need to sit really still for them to look in her mouth.

Our dentist referred Amelia to a children’s dentist. Who knew a dentist specializing in children’s care was a thing? I had no clue! 

When I was a kid, everybody went to the same dentist. In many ways it seems like just yesterday that I was a kid sitting under that blinding bright light having my teeth cleaned in a big beige chair.

Since Amelia’s new dentist office is geared for children, the entire office is kid themed. It has visually appealing decorations like murals on the walls, an aquarium, and vibrant carpet. 

Amelia even got a prize at the end. What a dream for a kid! After our experience last week, we’ll be equipped to remind Amelia what it will be like when she goes back for her next visit in the fall.

I’ve found that people may be reluctant to meet with a financial advisor or take the first step in creating a financial plan because they don’t know what to expect. This may even cause anxiety. It probably would for me.

When someone meets with me by phone, Zoom, or in person, the first interaction is a learning session for me. I attempt to learn as much as possible about the person I’m talking to. I make notes while we’re talking, so that I can remember the details.

My intention with this interaction is to gain an understanding of where the person is in their planning journey. I’m trying to gauge if I can add value to your financial situation, or if we can optimize what you may already be doing. ”

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