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On the road to financial reponsibility

October 17th, 2006 at 06:48 pm

Yesterday I had lunch with a financial planner from Ameriquest. I "won" a free lunch at a local pizzeria but the catch was that I had to sit with him. I had cancelled it once but after speaking to a friend who suggested that I see a planner I decided to finally do it. So I bit the bullet. He was nice and gave me a lot to think about as far as my finanial future goes. The one question I am stuck on is "What kind of lifestyle do I want when I retire"? To be honest I never even gave it a thought. I know I don't want to me broke and Medicaid for sure.

5 Responses to “On the road to financial reponsibility”

  1. PRICEPLUS Says:

    I think the Ameriquest folks get paid for selling you their products. I could be wrong. You can explore your finances and what you are doing here and on the boards.

    First thing is for a month or two write down everything you spend. You need to see where your money is going. Look for ways to cut. Then educate yourself about money. Don't leave your financial future in someone elses hands. No one cares about your money quite the way you do yourself.

    I am glad to see you are thinking long term though!Smile

  2. Ima saver Says:

    You will get lots of good ideas and advice here!

  3. martha Says:

    of course the Ameriquest people make money for their products! But they are not that high pressured at these lunches. I own a restaurant and see them in action quite frequently. they drop off brochures, meet the guests, make a small pitch and leave you to eat. There are certainly no strong arm tactics to force you to buy something, and it is a tasty way to meet friends for lunch and get free financial information. Nothin' wrong with that!

  4. Broken Arrow Says:

    Wecome! Smile
    I personally wouldn't mind sitting down with one. Sure, they're all out to do business. But once you can live with that notion, and know that you don't necessary have to agree to buy anyone's goods and services, then you can listen and gleam the information you need from them. Stick Out Tongue

  5. divinemsn Says:

    Wow! Thanks for all the great responses. The agent called me last night to sit down and have a meeting with him. I do plan on getting back to him. All this thinking about my future is somewhat scary and exciting at the same time. I will take Priceplus's advice and write down everything that I spend for a month and see where I can slash some frivilous spending.

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