Cutting Through The Noise

And with that, let's get started.

So I think a lot of us can agree that financial advice, investment advice, anything money related in the world we live in now has probably never been more accessible, right? But it's also, I think for many, what I'm hearing a lot is it's also overwhelming.

A lot of times our minds are being filled with things that we hear, and therefore wanna share and or maybe take in and say, okay, well, if they're doing that, should I be doing that? And as you scroll through things like social media, you're gonna hear everything from budgeting tips to stock recommendations, I mean, tax strategies, all with, and this is the best part here, is all with conflicting opinions from influencers, friends, and again, these quote unquote self-proclaimed financial experts.

Now, I think it's important for all of us to understand that while having access to more information can be, I think to many, it almost feels empowering, knowledgeable, those kinds of things.

It can also make it difficult to determine like what advice is credible or relevant or even worth acting on.

That's what I want to talk about today because look, I'm coming to you as an advisor of over two decades and I can tell you right now that being a human in this world like you who also looks at social media from time to time and goes through everything, half the time I look at this, I'm like, okay, there's a partial truth in what they're saying, but it's not the whole truth and there's a ton of context to it.

We have to remember, just think logically for a second, the little snippets that we're either listening to or watching or whatever it is, we're getting it in like 20, 30 second increments.

Let me tell you something loud and clear from many, many years of experience.

Most major decisions when it comes to anything related to money, whether it's planning, investing, you name it, it takes more than 20 or 30 seconds is what I'm trying to say.

And the reality is, for example, on a financial plan and building a financial plan, it doesn't really require following every trend or even implementing every strategy that you hear or encounter.

It requires a real understanding of what your goals are, not the person who's feeding you the information, not your neighbor, not your friend, not even your family members, right? Your goals.

And then evaluating that information carefully and focusing on the decisions that I think will have the greatest impact on your financial future.

You can see I'm accentuating those words of yours and why it's so important because we have to be careful of looking over the fence and thinking what someone else's goal or what someone else is doing is right for you.

I'm not saying it's not, but we have to put it into context.

I think before asking or even taking your next piece of financial advice, There are four things that I want you to or principles to help separate what I think is like meaningful guidance from let's just call it background noise.

I've done some research on this as well, but also even from my own experience of working with clients.

And number one is something I just mentioned.

Let's start with it.

And with that, let's get started.

So I think a lot of us can agree that financial advice, investment advice, anything money related in the world we live in now has probably never been more accessible, right? But it's also, I think for many, what I'm hearing a lot is it's also overwhelming.

A lot of times our minds are being filled with things that we hear, and therefore wanna share and or maybe take in and say, okay, well, if they're doing that, should I be doing that? And as you scroll through things like social media, you're gonna hear everything from budgeting tips to stock recommendations, I mean, tax strategies, all with, and this is the best part here, is all with conflicting opinions from influencers, friends, and again, these quote unquote self-proclaimed financial experts.

Now, I think it's important for all of us to understand that while having access to more information can be, I think to many, it almost feels empowering, knowledgeable, those kinds of things.

It can also make it difficult to determine like what advice is credible or relevant or even worth acting on.

That's what I want to talk about today because look, I'm coming to you as an advisor of over two decades and I can tell you right now that being a human in this world like you who also looks at social media from time to time and goes through everything, half the time I look at this, I'm like, okay, there's a partial truth in what they're saying, but it's not the whole truth and there's a ton of context to it.

We have to remember, just think logically for a second, the little snippets that we're either listening to or watching or whatever it is, we're getting it in like 20, 30 second increments.

Let me tell you something loud and clear from many, many years of experience.

Most major decisions when it comes to anything related to money, whether it's planning, investing, you name it, it takes more than 20 or 30 seconds is what I'm trying to say.

And the reality is, for example, on a financial plan and building a financial plan, it doesn't really require following every trend or even implementing every strategy that you hear or encounter.

It requires a real understanding of what your goals are, not the person who's feeding you the information, not your neighbor, not your friend, not even your family members, right? Your goals.

And then evaluating that information carefully and focusing on the decisions that I think will have the greatest impact on your financial future.

You can see I'm accentuating those words of yours and why it's so important because we have to be careful of looking over the fence and thinking what someone else's goal or what someone else is doing is right for you.

I'm not saying it's not, but we have to put it into context.

I think before asking or even taking your next piece of financial advice, There are four things that I want you to or principles to help separate what I think is like meaningful guidance from let's just call it background noise.

I've done some research on this as well, but also even from my own experience of working with clients.

And number one is something I just mentioned.

Let's start with it.