Why Emotional Intelligence Matters in Financial Planning
Elevate Your Wealth with Mark Stimpson and Casey Elkins · Mark Stimpson, Casey Elkins
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Show Notes
In this episode of Elevate Your Wealth, hosts Mark Stimpson, and Casey Elkins discuss the importance of emotional intelligence in financial planning, particularly in the context of robo-advisors. They emphasize the need for human connection in financial advising, especially for women who often face unique challenges in financial decision-making. The conversation also explores the dynamics of family finances, particularly when parents move in with their children due to financial difficulties. Finally, the hosts tackle various retirement scenarios, providing insights on strategic planning for a secure financial future.
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Retiring, Retirement, Saving, Save, Plan, Planning, 401K, Pension, IRA,
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