203 | Frustrated Toddlers

Brace yourself…

“64% of people with a financial advisor feel unsatisfied in terms of ‘having someone to talk to about money’”.

People with a financial advisor feel unsatisfied.

I appreciate that we have a stat to back it up, but I felt it in my gut the moment I became an adult and realized money wasn't just math.

We all feel it.

Nagging questions of "how do I spend well?" or "am I being responsible?" or "how do I know if I'm on track?” that go unanswered, while we rehash the benefits of a Roth IRA or speculate on the chances of a recession in the next 12 months.

Of course, we're unsatisfied.

Like a frustrated toddler searching for the right words, but only getting another snack so the peace is kept.

What else do we need for permission to do things differently?