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Do Your Feelings Belong in Your Financial Plan?
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Most people think financial planning is about calculators, spreadsheets, and strategies, but that’s only half the story. The way you feel about money can influence your decisions just as much as the numbers do. Steve explores how emotions shape retirement choices, investment preferences, debt decisions, and even legacy goals. Numbers create the structure, but your feelings shape the plan that truly fits your life.
Here’s some of what we discuss in this episode:
📉 Market Volatility: managing the fear that comes with big swings
🎁 Purpose & Meaning: finding fulfillment through…
The skinny
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