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19: Ep 019 : Financial Footprints: Stories That Shape Financial Futures
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In this insightful episode, we explore how personal experiences, relationships, and shifting priorities shape financial decisions. Lovaii Navlakhi and Khushboo Aggarwal share real-life stories and reflections that highlight the human side of financial planning—from missed goals to meaningful breakthroughs.
Episode Snapshot & Key Highlights:
- How clients’ financial behaviour is influenced by their upbringing and personal experiences.
- Common differences in financial expectations between partners—and how to bridge them.
- The importance of involving both partners in financial planning.
- Moments of discovery between couples that reshaped their financial conversations.
- The impact of assumptions like life expectancy and inflation on planning outcomes.
- Often-overlooked goals and how advisors help bring them to light.
- Helping clients manage competing responsibilities and make difficult decisions with clarity—such as when to say “no” to children.
22 episodes
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