In this episode Melissa Joy, CFP® and Casey Snyder, CFP® discuss how you can develop your lifestyle in a safe and healthy way.  Casey, a Wealth Manager with the Sedoric Group, believes people should focus on the components of financial success that can be managed, rather than the variables beyond our control. 

You will learn:

·       How it makes sense to take calculated risks that you have prepared for vs making risky money moves. 

·       Why maintaining a conservative balance sheet can help you dream big in the long run?

·       What is the difference between lifestyle adjustment and lifestyle creep?

·       Why it is important to run financial decisions by a fiduciary and take the emotional aspect out of it.

·       How to stress test the worst-case scenario when making decisions.

Resources:

Find out more about Casey HERE.

Save like a pessimist, invest like an optimist BLOG.

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