Hello and welcome to the 25th episode. I am so excited to hit this milestone just in time for Christmas. I especially want to send a great big thanks out to all my clients. Working with you was the highlight of my year. You and your families are always on my mind and I love making a difference in your lives. It seems like a lifetime ago in March when we were getting a glimpse of our future. I sent out my very first podcast, episode one on March 20. It was titled Five Ways Caronapocalypse is Like Financial Planning. I feel like as we go through the holidays in the next couple weeks we all could use some extra cheer and a little more humor. So today, here’s a rebroadcast of that very first podcast. I hope you enjoy.

The #1 way Coronapocalypse is like Financial Planning is that it makes you ponder, What is really important to me? You’ve seen it in every zombie movie, somewhere between all the looting and last-minute sex, as the world becomes unrecognizable, the main character ponders what, or usually who, is most important to them in life. The coronavirus is scary and may have you thinking “What do I value?” “What do I regret?” “What would I have done differently?” It’s just like good financial planning - minus the sex and looting. At Money Pilot Financial Advisor we explore these kinds of questions with you to uncover what matters most in your life, and help you put your money where your heart is.

The #2 way Coronapocalypse is like Financial Planning is we are asking ourselves “Are my family and I safe?” Whether it’s the coronavirus, brain eating zombies, or unexpected financial threats, we want to know we can protect ourselves and be safe. It may take handwashing in isolation, a zombie killing chainsaw, or having an emergency fund, sound investments, and insurance. Unlike a flamethrower, comprehensive financial planning may not stop a zombie in his tracks, but it can give you confidence and safety when the world goes crazy.

The #3 way Coronapocalypse is like Financial Planning is that it pays to be prepared. It’s a little late to realize you’re nearly out of toilet paper and hand soap, that your idiot cousin wasn’t being his usual self but is actually dead, trying to kill you and eat your brains or that maybe you should’ve put ALL your money into those airline stocks last fall. You don’t have to go all out bunkers and bazookas, but a good financial advisor will help you minimize the risk of financial ruin and prepare to not just survive but thrive even when the going gets tough.

The #4 way Coronapocalypse is like financial planning is that this is no time to panic. You shouldn’t flee from the zombies headlong into a runaway truck. You know you seen it. Just like the CDC keeping us updated, giving us calm and practical guidance, and double checking everything is in place for us to ride this out, a good financial planner is there when you need them reminding you that you are safe well prepared and helping you navigate the troubled times.

The #5 way Coronapocalypse is like financial planning is we pull together to use our talents and resources to help each other. That’s what will get us through the coronavirus. That’s how the survivors fend off the zombies, and its how Money Pilot Financial Advisor can help you get through financial crises. No regrets. Brain intact. Reach out and let’s do this together.

Well it looks like we’ll be fending of the worst of the coronavirus in the next few months. Hang in there, we can slay this when we take care of each other. To all you health care workers and first responders, including my Mom and Dad, thank you for your sacrifices and hang in there. We love you. A huge shout out to the scientists at Pfizer and Moderna for giving us the best Christmas present of 2020. I’m looking forward to seeing everyone in in person sometime 2021. Take care and Merry Christmas.