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Case Study: Navigating Emotional Financial Topics
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Original Air Date: January 11, 2025
Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, to talk about how they frequently find themselves stepping into the role of a mediator or “marriage counselor” when helping couples navigate emotionally charged financial topics like retirement.
Read the Article: https://www.henssler.com/more-than-money-the-emotional-journey-of-retirement
