Knowing that you are going to experience market losses can help you mentally prepare and make better decisions. In this episode, I explain how performing a safety net analysis can give you an additional layer of emotional comfort during a market downturn. Listen now...
Good investing isn’t complicated. It’s not about outsmarting or outworking everyone else. A lot of it comes down to avoiding mistakes and repeating good habits.As a Chief Investment Officer of over $6 billion dollars, here are 10 important things you should know about...
Finances are an important piece of wellbeing, but holistic wellbeing also considers your physical, emotional, and spiritual health as well. Joy Lere, a licensed clinical psychologist and co-founder of Shaping Wealth, joins the show to discuss these issues....
Roger Whitney, host of Retirement Answer Man, shares his perspectives on helping individuals transition into retirement. Listen now and learn: How retirement differs from past generationsWays that planning beyond traditional financial models can improve retirement...
I’ve spent my entire career advising a wide range of successful people. Most of them are objectively intelligent — some extremely so — but they aren’t always rational. Our brains use an incredible amount of energy. To conserve energy, our brains default to...
