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Give yourself only 3 seconds to answer this question – If you were given $500 today, what would you do with it?
How you answer that question reveals your instinctive, gut reaction when it comes to decision-making around money and the true nature of your relationship with it. Understanding this is the key to a moving constructively towards a healthy financial wellbeing. Better yet, if you have a partner and or a family, understanding their instinctive behavior around money will provide insight and direction on how you can positively approach your decisions around money as a team.
Please join us for our first ever video podcast where we will take a deep dive into a key aspect of financial planning: 401(k)s....
In this insightful conversation between Ed and James, they delve into the topic of transitioning to retirement. Ed and James explore a range of...
In this episode, we share strategies for getting on the same page as your spouse (financially). Ed & James discuss the importance of compromise,...