In this episode of Saving With Steve, host Steve Sexton is joined by Billy F. Spencer, a Certified Financial Planner™ professional, Certified Financial Behavior Specialist®, and Director & Wealth Manager at Crestwood Advisors. They discuss how psychology and financial planning intersect — and why understanding your money mindset is the key to long-term financial success. They also dive into practical, approachable steps to start Financial Planning Month with confidence, how to align your goals with your behavior, and the common mistakes people make when they separate money from life.

Learn more about the show at www.SavingWithSteve.us