Money stress is real, but it doesn’t have to rule your life. That’s why I’m focusing today’s episode on my top seven strategies to reduce financial anxiety and take back control of your wealth. I’m talking about things like hiring the right fiduciary team and simplifying your accounts, as well as creating purpose with your wealth, setting boundaries, and preparing for uncertainty.
I’ll also give you my thoughts on commission vs. fee-only planning, fiduciary confusion, ESG investing traps, and why over-monitoring your portfolio might be making things worse. Plus, I give a shout-out to Shaq’s financial philosophy (yes, really!) and explain why estate planning is the ultimate peace-of-mind move.
Tune in and learn about how to break the money stress spiral!
Important Information:
You should always seek counsel of the appropriate advisor prior to making any investment decision.
Christopher Panagiotu is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC.
The people and companies mentioned in this presentation are not affiliated with or endorsed by LPL Financial or CAPitalize Your Finances. LPL ART-634876 (11/24)