We don't learn anything in a vacuum — including financial skills. So it comes as little surprise that we are inclined to save, spend and budget based on lessons from the past rather than circumstances of the present. But, can we change how we're wired in order to adapt?
- Lucas Bucl, wealth manager, KHC Wealth Management
- David Jackson, financial planner, Waddell & Reed Financial Advisors
- Sophie Archuleta, program manager, Reality University at Communities in Schools Mid-America