Do you feel like your money narrative is holding you back? In this episode of The Richer Geek Podcast, Amy Cook, financial advisor and founder at Maven Lane Financial Group, shares insights on how your money narrative can impact your financial decisions. She discusses how to build lasting legacies through effective financial planning strategies, overcome your money narrative, find the right financial advisor, and start planning for your future. You'll also learn tips for talking to aging parents about their finances and how to create a plan for your children's education. Whether you're just starting out or looking to elevate your finances, this episode is packed with valuable information.

In this episode, we're discussing...

• Financial planning is a process, not a one-time event.

• Your money narrative can shape your financial decisions.

• It's important to find a financial advisor you trust and feel comfortable with.

• When talking to aging parents about their finances, start by offering to meet with their advisor.

• Consider creating a master binder with important financial documents and information.

• There are different levels of financial planning available, depending on your needs.

• Starting early with college planning can help offset the costs.

• Financial success is a marathon, not a sprint. Don't get discouraged if you don't make progress overnight.

 

Resources from Amy

LinkedIn | Maven Lane Financial Group | Money Narrative

Resources from Mike and Nichole

Gateway Private Equity Group |  Nic's guide