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We did not go into this conversation easily. Talking about money isn’t something we’re comfortable with. The question, what about money is important to you, is a hard one for us to answer. We don’t want to think about it. In fact, the culture of consumption, accumulation, marketing and money-making turns us off, provokes waves of nausea. And even brings up shame. But this conversation was different. Laura Rotter brought a plot twist. It was pleasant, open, hopeful and even spiritual. Take a listen, if you can, we promise you will have fun.
I'm sharing this story of the unexpected grief I experienced when I changed careers close to a decade ago, in the hope that, if you see yourself in my story, you find one or two of my suggestions helpful. Thank you @Susanna Harkonen for contributing your expertise to this article.
A client of mine recently reached out about whether or not to fund a 529 plan for his granddaughter – and she’s not due to be born for another four months. Talk about getting a head start on college planning!