“Money’s all in your mind” sounds pretty hokey, doesn’t it?  But trace every decision you’ve ever made in life, including your money.  Where did it all flow from?  Right 😉🧠.At Sonoma Wealth Advisors, we offer a holistic approach for our clients (and future clients!).  This includes starting at square 1, or even square 0-  How do you think about money?What’s your behavior around it?  What’s your history with it?  Where did that come from?  Are you happy with the results, or time for a reanalysis?In this introspective episode, hosts Dano Weir and Daren Blonski CFP® look at the 8 Ways We Think About Money at Sonoma Wealth Advisors.This is a great episode for someone just getting started with organizing their finances, we hope you enjoy and learn even 1 thing to help you in your journey.

Learn more about Sonoma Wealth and take our Free Wealth Analysis: https://sonomawealthadvisors.com/

Video also available for every episode of It’s All Money on our YouTube channel: https://www.youtube.com/@sonomawealth

References: https://www.advisorperspectives.com/articles/2025/02/12/nvidia-shares-no-longer-bulletproof-deepseek-fears
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Disclosure: Fermata Advisors LLC is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This content was produced by Fermata Advisors, LLC, d/b/a Sonoma Wealth Advisors, d/b/a Fermata 401k, d/b/a Fermata Tax. The opinions expressed by Fermata Advisors, LLC on this show are their own. Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Viewers and listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.