What’s one belief about finance you’ve completely changed your mind on over your career?
Mine: that being right is more important than being helpful.

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You don't have to be the loudest in the room to get your point across. I used to think the loudest person in the room was the one who got heard. But that is definitely not always the case.

That climbing the career ladder isn't always worth it. I recently turned down a promotion that would have taken me away from my kids a lot more often. A slightly younger version of me, even 5 or 6 years ago, would have jumped on any promotion I was offered.

Interesting take! I would almost say that in some situations I'd rather be helpful than right.

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