Think Like a CFO

Leader Interviews
Written By Donna Peters

Donna Peters interviews Otis Aust, a fee-only financial advisor and tax geek, founder of Aust Financial Advisory. 

What a timely topic!  In this episode with the "Dollar Scholar" recorded in Dec 2019, Otis Aust talks about being prepared for inevitable stock market down turns.  He was prophetic and gets real about financial decisions--thinking like the CFO of your own life. This discussion shares provocative statistics, research and experience to help us think practically and thoughtfully about our Financial Health. 

HIGHLIGHTS OF EPISODE:

--Otis' Core Values: fairness, transparency, continuous learning
--Otis shares fact-based advice and provocative thoughts on:

  • Do you know you should be saving 15-20% of your income annually starting at 25?

  • Is buying a home really an investment?  You'll be surprised by this discussion.  

  • What is your relationship with money?  Your risk tolerance?  

  • How does your family talk about money?  What are the most important financial questions to be asking in a relationship?  

  • Did you realize the average person is retired for 30 years?  What will you need?

  • Did you ever stop and think that you'll be in a relationship with the Federal Government your entire life?

  • How do you choose a financial advisor?

Donna Peters

Founder, The Me-Suite

http://the-me-suite.com
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