

Resetting our Money Mindset with a Financial Therapist
Jul 10, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14
Introduction
00:00 • 2min
The Top 3 Stocks of the Week
01:52 • 4min
The S&P 500's First Half Second Half Correlation
05:34 • 1min
The First Full Week of Trading for the Second Half of the Year
06:46 • 3min
The Importance of Financial Therapy
10:02 • 3min
The Importance of a Client Profile
12:45 • 2min
The Uncertainty of Retirement
14:24 • 2min
How to Share Your Story With Your Clients
16:35 • 2min
The Most Common Mistakes Young People Make
18:12 • 3min
How to Communicate Effectively With Your Partner
20:46 • 2min
The Importance of Permission to Transition
22:32 • 3min
The PhD in Financial Planning
25:18 • 2min
The Importance of Mentors in Financial Planning
26:50 • 2min
The Investing Terms We Need to Know This Week
29:09 • 4min