Money story 1
We have such a great role in helping people realize that it isn't just about saving, saving, saving. It's about what do you do with that resource. How do you live your best life.
That's what it's about for you and I. Wouldn't you agree? It's about making them comfortable. It's making those decisions and knowing that their money will last.
Money stories, well my money story, begins when I landed in Canada with $5 in my pocket and all I knew was that I needed to earn more than I spent.
Wow... My money story is losing it all, walking up to the ATM and not being able to take out any money. I was never going to let that happen again.
My ex decided to take it all.
So, everyone has a money story. Everybody has to learn.
One of the ones that we see all the time is momma bear and pappa bear. You know Pappa bear has taken care of the family financially, worked really hard, they've done really well with accumulating the resources to retire, but Momma bear doesn't know what's going on. And they really need a comprehensive look to make sure they will be secure for retirement and for their family and for their future.
And then life happens. Pappa bear passes away and momma bear now has to take care of all the money. I'm going to tell you a story about that one. It will bring tears to your eyes. So I had a woman who's retired, and her kids wanted her to take them to Walt Disney, right? All 5 kids plus the grandkids. And she came in and her face is drawn and she's thinking $50,000 plus potentially take them to Disney. So, I looked at her and said, "why not?". And she looks at me, "how?". I said, "Let's take a look at your plan. Let's remove $50,000, let's remove $60,000 and see what the end result is. And the end result is they went to Walt Disney. All the kids, all the grandkids. She went down the water slide, and she had such a great time. The family had such a great time. And 6 months later, she ended up with dementia. And the beauty of this is this is the memory that her family has. This is the memory they have of her.
Awwhh, that's so awesome! We have such a great role in helping people realize that it isn't just about saving, saving, saving. It's about what you do with that resource. How do you live your best life. And what a precious gift she was able to share with her family.
And that's what it's about for you and I. Wouldn't you agree? It's about making them comfortable. It's making those decisions and knowing that their money will last.
We'd love to hear about your money story.
Please call us. Contact us. Let us show you how we can build comfort around your money story.