Lindsey Carnick
speaker
315 appearances
1 recordings
1 series
first heard Feb 2025
last heard Feb 2025
Lindsey Carnick’s voice in public audio — every appearance, attributed to the second.
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Appearances
Or maybe not, right?
I mean, what those things mean to different people are so subjective, right?
And the clashes tend to come in where people feel like their values are being challenged as opposed to like financial sense about should we open this kind of IRA or that kind of Roth, right?
That's not the problem.
The problem is what that all means to someone and what it means to them when somebody challenges that, right?
For many of us, when someone says, oh, I don't think that's a good idea, what we hear is, I don't think your value is good.
I don't like the way you prioritize that in your meaning schema.
And I'm pushing back on that, which is much harder to swallow than, oh, here are the reasons I think Schwab is better than fidelity.
That's not emotional.
That right there is not an emotional inducing statement.
But value questioning or what we hear as value challenging,
feels very, very threatening, especially if and when it's connected to our families of origin, because there's some part of us that goes, Oh, I see.
And you don't like the way my mother did business either.
Are you judging my mother now too?
Right?
There's some part of us that sort of rears up in this very defensive, hostile, I don't like what you're implying by thinking you have a better idea than I do kind of a scenario.
Yeah, well-
In some measure, I think that is a question for financial planners, because the reality of that question is very relative to where people are in their financial lives and what those goals are.
And it can be really helpful to have an objective person who can objectively look at the numbers, who has neither person's set of emotional attachments or baggage or any of those things to say, like, look, people, here's what we have.
Here's the reality.
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