Financial planner Mike Milligan uses four Beatles songs as a framework for personal finance: "Yesterday" for reviewing past mistakes, "Come Together" for integrating taxes, retirement, and investments into one plan, "Hey Jude" for consistent contributions, and "Let It Be" for staying calm through uncertainty.
All right, so we talked about Hey Jude, Let It Be. How about Yesterday? A great song written by Paul McCartney and sung by Paul. Yeah, so the lesson is you learn from the past but plan for the future. So Yesterday reflects on what's been lost or forgotten. So my tip is understand where you've been financially, the habits, the mistakes, or the missed opportunities, but use those lessons to make a stronger plan for the future and not, and not to live in regret. All right, next one is Come Together. You ever listen to the lyrics to Come Together? They're quite bizarre, I would have to say. Well, they are, right? And so it's like coordinating all the pieces together. And that's like, that's some of the brilliance of the real songwriters, right, of that generation. Like, come together for like on a financial plan is just as the song brings different elements together, financial planning means combining taxes, retirement, investments, long-term care, and legacy, right, into one cohesive personalized plan
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