How can you Master the Green?

Don't become a statistic

The statistics around financial literacy are startling:

• Barely half of adults age 35 or older think they’ll be able to save enough to live a comfortable retirement
• One in four American’s believe their lack of financial knowledge cost them at least $1,000 in the past 12 months
• One in five US adults is currently dissatisfied with their current financial situation
• One in ten US adults spends more than 20 hours per week dealing with issues or problems related to personal finances
• Less than half of US adults have a will
• Just 7% of Gen Z have a retirement savings account

There’s also a well-established link between financial literacy and wellbeing.?

When's the last time you felt stressed about money?

According to the American Psychological Association, money is the number one stressor among Americans aged 45 to 55, and chronic stress can lead to a whole host of health issues such as elevated blood pressure, anxiety, and inflammation.

What's the solution?

Individuals with higher levels of financial literacy spend less time worrying about their finances, are more satisfied with their current financial situation, and are better prepared to handle financial emergencies.?

Financial literacy has to power to improve your life.???

Golfer's Guide to Money

I have 100s of conversations about money with people every year. We talk about saving, investing, taxes, and insurance, but we also talk about their fears, their goals, their hopes and all of the other emotions that stem from money.

I've seen the impact of having confidence and clarity in your financial future first-hand. I believe in the power financial literacy, not just for your net worth, but your self-worth.

This was my goal behind writing Golfer's Guide to Money. I wanted to empower more people beyond the one-on-one conversations I was having as a financial advisor. I wanted to help others simplify the complexities that money can create in our lives.

But I didn't want to write another boring personal finance book. ?

That's why leaned into my passion for golf and decided to use stories from one of my favorite hobbies to make financial concepts easier to understand.

Stories about golf + financial knowledge = a win for everyone. ?

Another opportunity to find your financial swing

Master the Green is a weekly newsletter for golf fanatics who want to build their knowledge and dominate their financial course.

It's one part golf, all parts money.

So, if you're down with...

• Advice about savings with a side of sand wedge
• Chatter about tax savings on the tee box
• Ideas to keeping your cash flow in the fairway, and
• Tips to get your financial swing aligned

Then you have a home here.

Think of me as your financial caddie.?I’m here to empower you with the information you need to build a strategy for your financial course so you can confidently execute each decision, shot-by-shot.?

If you feel at home on the links and are ready to dominate your financial course, I'd be honored to have you as subscriber to Master the Green.?

Let’s tee this one up together!??

Looking for more? Be sure to subscribe so you don’t miss next weeks edition of Master the Green about the most important rule of personal finance.

Want to feel more confident about your financial swing??Book a fitting with me.?It’s the first step towards dominating your financial course.?The best part??It’s totally free.??

Sources:

The 2022 TIAA Institute-GFLEC Personal Finance Index

National Financial Educators Council - Costs of Financial Literacy

Jones, J., How Many Americans Have A Will, Gallup, June 23, 2021

Saad, L., Financial Progress Still Eluding Americans, Gallup, February, 3, 2022

Hoffman, Klee, Sullivan, Who Has Retirement Accounts, U.S. Census Bureau, August 31, 2022.