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#611: The 5 Real Reasons People Stall on Their Finances (Even When the Plan Is Right)
We're back! In this episode, Chris and I dig into something we keep running into with clients and listeners alike: why do smart, financially savvy people freeze up when it's time to actually commit to a plan?
In this episode:
Our wildfire summer in the Okanagan
Why most of our podcast topics come straight from real client conversations (not AI prompts!)
The 5 core reasons people hesitate to commit to a financial plan, even when it's mathematically perfect
Why trust takes time, and how tools like podcasts and social media help people get comfortable before ever picking up the phone
Credit card…
The skinny
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