March 17, 2026
Deidra Willis has an approach to meshing life goals with financial instruments that might help you achieve the goals.
First, the financial planner told Forum participants this morning, is to figure out where you’re headed. Do you have the education you need? What assets can you muster? Who is depending on you for help along their way? What will you need for a rainy day? If you need help recovering from injury or whatnot, are you prepared? What can you set aside from your paycheck on a routine basis to put your money to work toward financing your goals?
Then you’re possibly ready to talk to a financial adviser about the path forward that will help you meet your goals.
For young people curious about how to make their assets grow, the 90 minutes below – both the presentation and the many thoughtful questions asked – could be good place to start learning.
One advisory: Many people are utterly convinced they cannot possibly tuck away any of today’s income to build a nest egg for the future. It’s a common conclusion, and nothing in the session offered an antidote. All the more reason to watch, because there is food for thought for every person as they look at their priorities afresh.