Avoiding Regret During Major Financial Decisions (like Retirement), Ep #168
Financial Symmetry: Balancing Today with Retirement
English - July 11, 2022 07:00 - 24 minutes - 19.5 MB - ★★★★★ - 45 ratingsInvesting Business Management financialplanning financialadvisor financialplanner investing money personalfinance retirement saving Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
How do you deal with a major financial transitions?
Video recap: https://youtu.be/2tWrduVAS14
When this happens there can be many choices that you need to make. Without the right decision-making framework, navigating these choices can lead to analysis paralysis.
Allison Berger joins me today to share some of what she has learned while studying for the CFT designation (Certified Financial Transitionist). The coursework for this professional title combines financial planning with cutting-edge research in neurology, sociology, and psychology. With her newfound knowledge, Allison will help us learn how to navigate the technical and personal side of major life decisions.
Listen in to learn how to build a framework that can help you navigate major financial decisions.
Outline of This Episode [0:44] What is the CFT designation? [2:32] The two sides of money [8:23] The 4 stages of money [17:50] Questions to ask during transitions [19:29] The progress principle Resources & People Mentioned The Sudden Money Institute BOOK - Sudden Money by Susan Bradley BOOK - Atomic Habits by James Clear Check out our FREE resources! Connect With Chad and Mike https://www.financialsymmetry.com/podcast-archive/ Connect on Twitter @csmithraleigh @TeamFSINC Follow Financial Symmetry on Facebook Subscribe To This PodcastApple Podcasts <> Stitcher <> Google Play
How do you deal with a major financial transitions?
Video recap: https://youtu.be/2tWrduVAS14
When this happens there can be many choices that you need to make. Without the right decision-making framework, navigating these choices can lead to analysis paralysis.
Allison Berger joins me today to share some of what she has learned while studying for the CFT designation (Certified Financial Transitionist). The coursework for this professional title combines financial planning with cutting-edge research in neurology, sociology, and psychology. With her newfound knowledge, Allison will help us learn how to navigate the technical and personal side of major life decisions.
Listen in to learn how to build a framework that can help you navigate major financial decisions.
Outline of This Episode [0:44] What is the CFT designation? [2:32] The two sides of money [8:23] The 4 stages of money [17:50] Questions to ask during transitions [19:29] The progress principle Resources & People Mentioned The Sudden Money Institute BOOK - Sudden Money by Susan Bradley BOOK - Atomic Habits by James Clear Check out our FREE resources! Connect With Chad and Mike https://www.financialsymmetry.com/podcast-archive/ Connect on Twitter @csmithraleigh @TeamFSINC Follow Financial Symmetry on Facebook Subscribe To This Podcast