Each month, Andy’s answering a question that he wishes more clients would ask him, addressing timely topics that he thinks are worthy of the spotlight.
Recipes from Red Sunflower Farm
Estate Planning 101: Because Life Isn’t the Only Thing That Needs Planning
You’ve set up your initial Prosperity Plan and are trying it on for size. But there’s one piece of a financial plan in particular that tends to get put on the back burner: the estate plan.
Noteworthy News
Recipes from Red Sunflower Farm
I Have a Financial Plan…Now What?
You Oughta Ask with Andy Pulsfort
ESG Article by John Nunan
Mackey’s Listening To: NPR’s Hidden Brain
A couple months ago, an incredibly engaging episode of NPR’s Hidden Brain podcast featuring Brad Klontz, a financial psychologist. On the episode, he mentions money worries as a major source of anxiety for Americans. He says that while external economic forces often shape our financial well-being, our unconscious beliefs about money also contribute to how well we manage our money.