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Silver linings
Manage episode 333600525 series 3355902
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In this episode, Katie Brown introduces the team to a concept of Sigmoid curves as a function of personal growth and applying it to finding fulfillment in retirement. Dennis, Cody, and Katie segue into finding community and how it can drive energy and inspiration throughout the personal growth lifecycle.
When times feel challenging and the news cycle gets heavy, it's important to pause and look for the silver linings. In this week's Intentional Wealth Update, our financial advisors put things into perspective with a market snapshot year-to-date (as of 5/11/2022) compared to a longer time frame to gain important context. Cody, Dennis, and Katie make important points around how to establish a healthy mindset when it comes to your finances.
Featured Advisors:
- Dennis Morton, CFP®, ChFC® - Connect on LinkedIn
- Kathryn Brown, CFP®, ChFC® - Connect on LinkedIn
- Cody Demmel, CFP® - Connect on LinkedIn
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