Unedited discussion of past few weeks with Covid-19, managing client accounts, temporary life changes with stay at home shelter, and encouragement for you.

Coronoavirus And The Impact (continued)

After spending 16 years as a Licensed Clinical Counselor, and the last five as a Financial Advisor, one thing is clear; Money evokes emotions and behaviors that impact a person’s financial decisions and outlook. It’s here in this podcast that we will address the impact of how money decisions interact with a person’s state of mind and heart – also known as their thoughts and feelings – and the responding behaviors associated. This podcast will close the gap on the disconnect and dysfunction people tend to have when managing their financial life; including budgeting, debt reduction, investment planning, retirement planning, education planning, small business planning, taxes and self directed investments.

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Coronoavirus And The Impact (continued)

Coronoavirus And The Impact (continued)