Tag: financial wellness
Dec 4, 2023
What is a financial therapist, and how do you know when you need one? Basically, a financial therapist fills the gap between financial planners (often numbers specialists who don’t understand psychology), and therapists (often behavioral change specialists who don’t...
Aug 16, 2021
Is maintaining good physical health a worthwhile investment? The statistics suggest that in the long run, poor health will cost far more than the money or time it takes to maintain good health. Most of us might say we agree with this conclusion, but our behaviors say...
Dec 28, 2020
“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...
Dec 21, 2020
A popular money script is to assume that fame, accomplishments, and excellence in one’s field equate to financial security. Like any money script, this can be true in some cases and incorrect in others. But it is interesting to me that the common attitude is that...
Apr 6, 2020
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...