On today's episode of Great Points, Matt relays a few conversations he overheard in the Barber shop, and his takeaways as a financial planner. While many people spend hours researching purchases, such as a new TV or a new car, fewer take that same amount of time to think about their whole financial picture. What if we all spent that same amount of time thinking about our financial future? In another conversation, Matt observed that the outward signs of someone's finances can be misleading. Fear of Missing Out is hard to resist, but creating your own priorities and avoiding "Keeping up with the Joneses" is a good practice to manage your own healthy money mindset.

On today's episode of Great Points, Matt talks about what to do when the kids "leave the nest." The time between kids leaving the house and reaching retirement is a time of change for most couples. How do you make sure your kids are prepared for adulthood? What type of financial help, if any, should you give them if you are able? What should you do with all of your newfound time and money? Matt offers some perspective and some examples that can help you navigate the Empty Nest.

On today's episode, Matt talks about planning for longevity. As financial planners, we are trained to create plans through age 95 or 100. There are a lot of nuances to doing so, but there is also a lesson buried in the exercise: you can have higher quality of living through age 95 or 100 by thinking through some key pieces of the puzzle. What are the things you want to do and people you want to spend time with? What can you do today to prioritize health and wellness? What type of impact do you want to have with your money, whether that's family, charity, or community? Money is a piece of the puzzle, but it does not need to be the driving force of your longevity plan.