Money stress is real, but it doesn’t have to rule your life. That's why I’m focusing today’s episode on my top seven strategies to reduce financial anxiety and take back control of your wealth. I'm talking about things like hiring the right fiduciary team and simplifying your accounts, as well as creating purpose with your wealth, setting boundaries, and preparing for uncertainty.
I’ll also give you my thoughts on commission vs. fee-only planning, fiduciary confusion, ESG investing traps, and why over-monitoring your portfolio might be making things worse. Plus, I give a shout-out to Shaq’s financial philosophy (yes, really!) and explain why estate planning is the ultimate peace-of-mind move.
Tune in and learn about how to break the money stress spiral!