Broker Check

A Blog Post for Your Ears

October 15, 2018

My very first podcast was released last week! Thanks to Plaid for Women for asking me to share my thoughts on the role that money plays in our lives. Plaid for Women focuses its content on the “business of life,” and that is certainly what our DBT360 Financial Plan process is all about. During the podcast I had an opportunity to talk about the history of our firm, my background, the evolution of financial information (and misinformation), some rules of thumb, and even the tough love that we sometimes have to dish out. I also talked about our Motivation – Priorities – Behavior construct that outlines the relationship between financial goals and the way people actually spend their money. To listen: