Description
What are some of the big mindset blocks folks face when nearing retirement? Surprisingly-- it's about recognizing when enough is enough.
In this week's episode, we talk with Dawn Dahlby, CFP, BFA, CRPC, a certified financial planner, wealth wellness expert, and author of the upcoming book Live WELLthy™: Own Your Worth, Grow Your Wealth (Greenleaf Book Group, April 2023).
She is the country’s first behavioral financial advisor, a certification that focuses on both the emotional and practical aspects of managing money.
Related Episode:
Quick Money Tip #12: Addressing Objections and Fears Behind Investing
Quick Tip #17: Habit Stacking Your Finances
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This week-- we brought on one of our lazy investors Cassie to talk about how she increased her net worth by $140k+ in a little over a year. We talked about her money journey, her budgeting system, and a story of how she was fired by her financial advisor.
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