A CFP on Outdated Advice, “Jumping” Social Classes, & Why Money Mindset Matters
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This week, Certified Financial Planner® Adrianna Adams joins us to answer six questions pulled from the cutting room floor of last year’s final round of listener submissions. After poring over hundreds, I selected these for how they captured themes that find their way into our inbox frequently.
(00:00) Intro
(03:20) What are some outdated “numbers” that we need to move on from?
(07:54) How should my financial plan change if I receive a serious health diagnosis that makes a much shorter life seem increasingly likely?
(16:00): What should graduate students do to manage their money strategically, prior to earning a consistent income?
(19:25) When should I consider changing my career to earn more if I know I’m being underpaid, but otherwise enjoy the path I’m on in a field that helps people?
(30:43) How do I deal with straddling two rungs of the class ladder after inheriting money from a family member while working in and socializing within a low-income field?
(36:25) When I look at my peers who stayed on a stable career path compared to my more volatile entrepreneurial journey, I feel uncertain and envious. How do I come to terms with the choices I’ve made and own my path?
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Our show is a production of Morning Brew and is produced by Henah Velez and Katie Gatti Tassin, with our audio engineering and sound design from Nick Torres. Devin Emery is president of Morning Brew content, and additional fact checking comes from Scott Wilson.
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