• Happiness, Freedom, and Legacy Planning

  • Apr 3 2025
  • Duración: 12 m
  • Podcast

Happiness, Freedom, and Legacy Planning

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  • Resumen

  • Are you feeling overwhelmed when it comes to making money decisions? You’re not alone. A recent survey shows that 53% of Americans feel stuck, overwhelmed, or unsure about their finances. Greg and Kristin discuss the importance of avoiding "paralysis by analysis" and how collaborating with a fiduciary financial advisor can alleviate some of those feelings. Additionally, they emphasize the need to avoid being “Google slapped,” as Greg puts it.

    Wondering if you’re on track for retirement? Fill out this short form for a free consultation.

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