Category: Financial Wellness

Money can be an intimidating thing. It’s also extremely personal and infinitely complex. We all have a unique relationship with money based on our own life experiences. Understanding your relationship with money is paramount to designing a financial life that actually aligns with your values and generates happiness, not stress.

  • Shannon Dowling
  • August Hemmerich
  • Michelle Stevens
  • Heather J. Spencer
  • Adam Lipton
  • Ryan J. Klekar
  • Scott Keller
  • John S. Evans
  • Guy M. Clanton
  • Scott M. Barbee
  • Behavioral Finance
  • equity compensation

All Posts

Michelle Stevens
Michelle Stevens   May 5, 2025
Redefining Wealth: Financial Life Planning That’s All About You
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August Hemmerich
August Hemmerich   May 2, 2025
Are You Overspending in Retirement? How to Align Your Spending with Your Values
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John S. Evans
Nate Eix
John S. Evans and Nate Eix   April 23, 2025
What is Equity Compensation?
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John S. Evans
John S. Evans   April 22, 2025
When the Right Decision Defies the Numbers
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John S. Evans
John S. Evans   March 12, 2025
Why I Stopped Budgeting
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John S. Evans
John S. Evans   February 13, 2025
Confessions of an Aging Wealth Advisor: Wisdom That Challenges the Norms
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