Name: How to Help Young Clients Who Are ‘Scared’ About Their Future
Uploaded: 2025-07-03T15:00:00Z
Duration: 1 min 18 s
Description: “When you have a sound financial plan in place it can feel a lot less scary,” says Ryan Moran, a Merrill Lynch Wealth Management advisor. “A lot of people in their 20s are scared to look at their bank account or credit card statement.”

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“When you have a sound financial plan in place it can feel a lot less scary,” says Ryan Moran, a Merrill Lynch Wealth Management advisor. “A lot of people in their 20s are scared to look at their bank account or credit card statement.”

https://m.wsj.net/video/20250703/2f9f9090-ad2c-4fc3-89cd-70e1e3c39e61/1/hls/manifest-hd-wifi.m3u8

How to Help Young Clients Who Are ‘Scared’ About Their Future

A lot of young people are a bit scared about their future financially, and I think where the opportunity lies is getting them to understand and realize that when you have a sound financial plan in place, it can feel a lot less scary. A lot of people in their twenties are scared to look at their bank account or their credit card statement, and if you can get them to have that sense of ownership and control over their money, it becomes a lot less scary to them when it is, when they know what it is they have. And when you get them to the point of investing, when you get them to really understand what it is they're invested in, it becomes a lot harder for them to make those bad impulsive decisions of selling in and out and timing the market, right? Which I, whether you're, you know, you have a hundred million dollars or you have a hundred dollars, our advice would remain the same there. You can't time the markets, right? So getting younger people to understand those kind of sound principles of investing, highlighting to them the very, very unique advantage they have as young people, they have such a long time horizon for their money to grow. And if you can build these good habits early, you can build a really, really successful plan for yourself.