yes, always review your estate plan! Always a good suggestion. And when you review your insurance and retirement you can check and update beneficiaries as a part of your estate planning. Thanks for the good reminders :)
In my opinion introspection is one of the best ways to grow and move forward. Unfortunately a lot of people find it too uncomfortable and as a result don't progress anywhere near as quickly as they could.
The "cobbler's children" admission is so relatable. I think the procrastination around looking at your own financial picture often isn't about not knowing what to do, it's about not wanting to face what you might find. That anticipatory dread keeps people stuck for months or years.
What strikes me most is your list of feelings after doing the work: proud, free, focused, validated. Those aren't just nice side effects - they're often what people are actually seeking when they finally sit down to look at their finances. The clarity matters, but the emotional relief of knowing instead of avoiding might matter even more.
The timing piece resonates, too. Major life decisions feel impossible when your financial picture is a question mark. Once you actually know where you stand, the decision becomes real instead of theoretical.
yes, always review your estate plan! Always a good suggestion. And when you review your insurance and retirement you can check and update beneficiaries as a part of your estate planning. Thanks for the good reminders :)
thanks for reading and commenting!
Agreed on Fashion Substack 🤪
Right? A little too much fun.
In my opinion introspection is one of the best ways to grow and move forward. Unfortunately a lot of people find it too uncomfortable and as a result don't progress anywhere near as quickly as they could.
The "cobbler's children" admission is so relatable. I think the procrastination around looking at your own financial picture often isn't about not knowing what to do, it's about not wanting to face what you might find. That anticipatory dread keeps people stuck for months or years.
What strikes me most is your list of feelings after doing the work: proud, free, focused, validated. Those aren't just nice side effects - they're often what people are actually seeking when they finally sit down to look at their finances. The clarity matters, but the emotional relief of knowing instead of avoiding might matter even more.
The timing piece resonates, too. Major life decisions feel impossible when your financial picture is a question mark. Once you actually know where you stand, the decision becomes real instead of theoretical.
thanks Frank!
It’s usually not bad planning that causes problems. It’s not revisiting the plan when life shifts.
so true!
And good reminder about updating our financial plan. I did mine recently too 😁
thanks Frank… great comments -may share in a note if I can figure out how to so that :)