Seven lessons you wish your parents taught you about money
Brian Urie Presentation
Presentation summary
The seven lessons presentation helps you understand the important behaviors and actions to achieve financial success.
- You Can't Take It With You, but the Next Generation Can—Money and Our Brains
- Waste Not—Signs of Fraud
- You Have to See It up Here Before You Can See It Out There—Goal Setting
- Shoehorns Are for Shoes, Not Finances—My Favorite Budgeting Idea
- Rules of Thumb—Use With Caution
- Measure Twice, Cut One—Focus On Trouble Areas Only
- Stay Grounded and Learn Lessons
Take action
Determine your money personality
The first step to improving your finances is self-awareness. Researchers have identified four general attitudes toward money. Determine which category best describes you with this short quiz.
Create a spending plan
A spending plan is a great tool to stay on track as you move toward your financial dreams. Before you budget, answer some questions to align your spending with your values and goals. With this approach, you'll experience more financial happiness and fulfillment.
Assess your financial preparedness
Unexpected events can derail our plans. That’s why it’s important to have savings and insurance as a buffer. Take this assessment to see how you'd weather a financial storm and identify opportunities to strengthen your safety net.
Collaborate with an advisor
Schedule an appointment to meet with Brian and review your plans and progress toward your financial goals.
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