Part of supporting my clients’ financial wellbeing requires that I have a good grasp of current world economic, political, and financial events and how they apply to my clients personally and individually. It’s also important as a financial therapist to understand and...
What is financial wellbeing? A researcher based in Berlin recently asked me that question. I had a bit of a struggle answering, in part because I write and talk a lot about what financial wellbeing is not. One straightforward definition of what financial well-being is...
One in four Americans didn’t get a routine medical checkup in 2019, and 3.3 million Americans have never had a regular checkup. These alarming statistics were presented in a March 18, 2020, Business Insider article by Zoe Ettinger. The flipside of these numbers—which...
“What do you do for a living?” is a common question when we’re introduced to someone new. If there’s no time for conversation I’ll answer, “I am a financial advisor.” The discussion is usually over. If the social situation allows...
Watch this video on YouTube These are hard times to be in the caregiving business. Of course, front and center in this crisis are the medical caregivers charged with people’s physical wellbeing. These devoted and courageous professionals risk their lives caring...
