The Financial Purpose Podcast

Ep 14: 5 tips for financial motion sickness


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Have you ever been on a boat in rough waters? Or on a super fast-spinning ride? How about the back seat of a car on a mountain road. These are some of the times when you might feel motion sickness.

The same is true when going through a major change in your life or when processing grief. These times can cause financial motion sickness.

In this episode of the Financial Purpose Podcast, I discuss 5 tips for avoiding financial motion sickness, including:

1) Avoid feeling rushed into decisions

2) Revisit your financial purpose

3) Write down all the factors and expected outcomes

4) Set a specific timeline and write it down!

5) Discuss with a financial professional

Be sure to check out the video version of this episode at: https://youtu.be/DUQcKCUPLYM



This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit thefinancialpurpose.substack.com
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The Financial Purpose PodcastBy Dale Shafer II, CFP®, APMA®, CDFA®