Return on LifeStyle Podcast

Episode 9 – Stability Planning℠ Part 4: Know Thyself


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Rey Descalso continues with part four of his Stability Planning℠ mini-series by showing you a different way to look at the phrase: “Know thyself.”
Many people believe their experiences with finances, investing, and retirement planning are all dependent on numbers, markets, tax laws, and news events. But according to Rey, the majority of your financial success is based on your personal behavior.
in this episode, you’ll learn:

What it means to know thyself in Stability Planning℠
Three practical ways to develop emotional intelligence with your finances
What a fiduciary is and the two main functions a fiduciary can serve in your life
Why it’s important to be aware of your risk tolerance
And more!

Tune in and learn how to boost your financial self-awareness and emotional intelligence!
Resources:  Privada Wealth Management
 
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Return on LifeStyle PodcastBy Rey Descalso