Kathy Longo Featured on the Pearl Planning Podcast
Hosted by Melissa Joy, CFP®, CDFA®
Kathy Longo recently sat down with Melissa Joy, CFP®, president of Pearl Planning and host of the Pearl Planning Podcast to discuss the role emotions can play in financial decisions.
This episode covers:
- Are you making money decisions from a place of fear?
- What are the 4 stages of transitions?
- How to focus on what you can control when it comes to money.
- Layout a task in terms of Now, Soon, and Later.