In the December 2022 edition of SRQ Magazine, we interviewed Ryan Thompson, Vice President, J.L Bainbridge as part of our In Conversation feature on aging gracefully. Below is an excerpt published in the magazine in which he shares his insights with SRQ readers.

Ryan, as a relatively new father, how has the experience changed the way you think about planning that you do?

I'm not sure that it does. The biggest realization in being a new father was that almost everything my parents told me was right. But I never wanted to believe them, which is kind of hilarious. But the thing that I would say to someone who might walk into my office is that it's okay to ask for help. There's all kinds of statistics out there that say that people that work with an advisor end up better just because of some of the things we talked about from the very onset, they're just not aware of some of the risks and pitfalls that are out there to encounter. And rather than learning the hard way, why not have someone that can raise a flag and say, hey, you should be thinking about this. Everything starts with the plan and failing to plan is planning to fail, so to speak.

To read the full article, click here.