In this episode Melissa Joy, CFP® and Casey Snyder, CFP® discuss how you can develop your lifestyle in a safe and healthy way. Casey, a Wealth Manager with the Sedoric Group, believes people should focus on the components of financial success that can be managed, rather than the variables beyond our control.
You will learn:
· How it makes sense to take calculated risks that you have prepared for vs making risky money moves.
· Why maintaining a conservative balance sheet can help you dream big in the long run?
· What is the difference between lifestyle adjustment and lifestyle creep?
· Why it is important to run financial decisions by a fiduciary and take the emotional aspect out of it.
· How to stress test the worst-case scenario when making decisions.
Resources:
Find out more about Casey HERE.
Save like a pessimist, invest like an optimist BLOG.
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