Sometimes Meg’s Musings are just a random collection of thoughts I’ve had, without a unifying theme. Other times, I intentionally sort through my musings (which yes! I write down when they occur to me) for those fitting a particular theme.
You have millions of dollars. You’re 40ish years old. You’re financially independent. At least, you think you are. But that all depends on not taking too much money out of your investment portfolio. So, how much can you spend and still be “safe”?
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I ended my reflections on my seventh year in business with this:
I am excited to slow down. I am excited to not grind. I am excited to focus on what I already have (relationships, money, etc.), not what I could have more of.
Ha ha! And then I got punched in the face. Or my plan met the enemy. Or, for the more scatalogically inclined among you, Shit Happened.
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What is financial planning, really? What do I do, as a financial planner? What does the relationship between me and my clients look like?
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Because our clients are of the human variety, a lot of them want some certainty in their planning. They want to know that this decision will turn out right, or that they will be able to achieve this or that goal.
Continue readingWhat’s important to you about working with women in their early careers?
You stick around as long as I have (yes, I am officially 103 years old), you start to see smart people have the same confusion and misunderstandings about personal finances from smart people.
Welcome back to another round of Meg’s random thoughts of the last few months. I hope you enjoy.
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Have you ever had questions like these about your own finances? Wondered how to figure out the answer?
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is You.Continue reading