Meredith Stoddard (Life Events Experience Lead at Fidelity Investments) stops by to discuss how life events and their emotional components can impact finances and the overall human experience. Meredith explains the similarities between life events planning and therapy, practical ways to make financial literacy more accessible to all, and reasons to avoid comparing your financial status and goals with others. Mayim and Meredith consider the benefits of starting small when working toward your financial goals, framing money conversations around wishes instead of fear, and normalizing financial discussions within the family unit. They discuss changing generational attitudes, goals, & behavior toward money and combating misinformation around finances on social media. This content was created in collaboration with Fidelity. Thank you Fidelity for sponsoring this podcast! #ad
Fidelity is here to help you with all life’s moments - beyond just retirement. Join us in January for Financial Wellness Month at https://bit.ly/Financial_Wellness_2023