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Myth: Financial Success is the same as Financial Health
Financial success is viewed in our culture as the only real indicator of our worth. However, success only looks at the numbers, and neglects the other components that contribute to financial health. In this interview, Julie and Kathleen discuss what it means to be truly happy with your relationship with money and the steps you can take to be more mindful around money.
What does it take to help a client who’s grieving? When someone is mourning the loss of a spouse, parent, or other family member or friend, advisors need to provide empathy as well as financial guidance. In episode nine, Robin Young joins the Beyond the Portfolio podcast to discuss her specialization serving women in moments of transition, especially widows, which often brings her face-to-face with clients who are grieving. Learn her advice for how to handle these types of emotional situations by listening here.
Guest Appearance on "The Human Skills Institute" Podcast
As you may know, Julie Fortin's formidable article on Interpersonal Neurobiology in Financial Planning was recognized earlier this year, being awarded the Montgomery-Warshauer Award by the Financial Planning Association. This is truly an amazing accomplishment!
5 Steps to Aging Successfully in Retirement
In our September webinar we will be discussing thriving and well-being based on healthy routines that support continued experience in five essential areas of life: Purpose and Vocation Community and Social Network Financial Physical Health and Wellness Building Resilience and Handling Challenges