Benjamin Felix

How do my wife and I best handle the inheritance windfalls coming our way in the next 10 to 15 years if one of us dies prematurely?

How does the other plan for the rest of their financial life?

The next point is objective third-party advice.

I'm pretty sure I've made every investing mistake you can make in the past, so I feel fairly confident I won't make those ones again, but I'll make new ones.

I'm not immune to doubt as market conditions change.

I remember 2008, but I had such a small amount invested back then.

I can't call how I'll react the next drop like that.

Having a steady hand there to keep me on course isn't the first benefit I think of, but I've worked with a personal trainer in the past and saw pretty directly how having someone for accountability can keep me on track.

So I trust that will apply here too.

That is an interesting one.

I think I mentioned the podcast before I have been working with a personal trainer and for accountability and got checks on stuff.

I have found it to be pretty useful.

One less thing to think about.

The next point here is freeing up mental overhead.

I actually didn't consider this at all before we signed on.

This is an interesting one because they hadn't considered it before and then experienced it once they started working through onboarding with PWL.

But even through just getting started with PWL, I'm already noticing that the mental space I've been giving to long-term planning and building my financial knowledge is easing up.

Good example, I really, really wanted to discuss account drawdown optimization strategies late last year.

Now I don't care, and that can wait until I'm ready to actually start doing it.

There are lots of things I'd like to be good at, but only so many hours each day.