Louis Barajas, a financial planner with 40 years of experience, argues for balancing long-term goals like retirement with present-day living. Money should fund experiences and family moments now, not just accumulate. As he says, "I've never seen a U haul behind a hearse."
Hi everyone, this is Luis Baragas. I want to share with you that almost 40 years of doing financial planning, it's really important to understand that, you know, money is just a tool to live a better quality of life. And one thing that I've always said is I've never seen a U haul behind a hearse. You're not going to take money with you. So in the planning process, always think about having a dual vision, having one eye on the future, and as most planners do, thinking about your long term retirement goals or sending your kids to college, but also have an eye on the present. Use money as a tool to live a better quality of life. Spend time and money on creating experiences with your family and also with yourself. So use that as part of the planning and think about always having dual vision.
