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The Universal Truths in Retirement

By |2023-10-03T15:21:17+00:00October 5, 2023|Podcast|

Retirement is a unique journey for each of us. The thought that there's a one-size-fits-all solution is a myth, but what if we told you there are certain universal truths that can guide every retiree? Today we’re going to tell you about the things that everyone will need to take into account when planning for their retirement.

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Controlling Emotions When Planning for Retirement

By |2022-10-27T14:48:07+00:00October 20, 2022|Podcast|

On this episode, we’re going to share stories with you of times when emotions like fear, greed, and pride led someone astray in their financial decisions. We’ll even cover the role positive emotions like hope and joy play in the retirement planning process.

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Ep 10: Financial Planning – When The Customer Isn’t Always Right

By |2022-10-27T13:23:41+00:00June 4, 2020|Her Wealth Matters Podcast|

When you work with a financial advisor, you’re likely coming to them for financial advice and expertise. But what about that saying, “the customer is always right”? Is that still true?

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