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. LISTEN TO THE FULL EPISODE HERE or on Spotify