April 17th is my birthday! I’ve been fortunate to spend 39 years on this Earth, with 17 of those years working as a financial advisor. In that time, I’ve met with thousands of people regarding their personal finances. By interacting with so many families, discussing money and goals, I’ve amassed a wealth of helpful insights.
In honor of my 39 years, I’ve compiled a list of 39 personal finance lessons. Many of these thoughts have provided helpful perspective for my clients. They are timeless principles, which should be as relevant many decades in the future as they are today. My hope in sharing this list is that you will find a few nuggets of wisdom to apply to your own financial life.
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