Ep 019 : Financial Footprints: Stories That Shape Financial Futures

Episode 19, Jun 03, 04:43 PM

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.