Financial discussions and retirement planning can come with many emotions. From counseling couples with differing financial views to providing support during challenging life events such as divorce or medical issues, financial professionals wear many hats, including the role of a therapist. In this episode, Dale discusses the impact of having a financial professional guide you through life’s most stressful moments.
Join us as we talk about some of the common sources of money stress during retirement planning. Dale will highlight the importance of having open conversations about money and making rational decisions during trying times with the help of a professional. Stay tuned as we discuss the impact of having a financial advisor guide you through life’s most stressful moments by stepping in as a voice of reason and reassurance.
Here’s what we’ll talk about in this episode:
- A financial advisement appointment can sometimes feel like therapy, and that’s okay. [1:06]
- Talking about money is stressful. [4:09]
- Dealing with the emotions and planning for health complications. [6:23]
- The emotional and financial impact of losing a spouse. [7:58]
If you have any questions about what we discussed in this episode, reach out and we’ll be happy to answer them.