In this episode of Beer and Money, Ryan Burklo and Alex Collins discuss the valuable lessons learned from their experiences with clients over the years. They explore the importance of maintaining emotional balance, planning for both success and worst-case scenarios, and the significance of taking time for family and personal health. The conversation emphasizes the need for flexibility in financial planning and the evolving nature of personal goals.

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Takeaways

Never get too high or too low in life.
Plan for success but also prepare for the worst.
Take opportunities to spend time with family.
Health should be a priority in financial planning.
Understand that goals can change over time.
It's important to know what you truly want.
Flexibility in finances allows for spontaneous experiences.
Emotional intelligence is key in financial advising.
Living today while saving for tomorrow is possible.
Learning from clients' experiences enriches personal growth.

Chapters

00:00 Introduction to the Conversation
01:10 Lessons Learned from Clients
05:33 Planning for Success and Flexibility
09:12 Personal Insights on Health and Values
14:27 Emotional Intelligence in Financial Planning