Behavioral Finance

Do Your Feelings Belong in Your Financial Plan?

November 13, 2025 Retirement Elevated Comments Off

Most people think financial planning is about calculators, spreadsheets, and strategies. But that’s only half the story.

Episode #14: DIY Retirement Planning

February 21, 2019 Retirement Elevated Comments Off

The do-it-yourself mentality is really popular these days. There’s even a DIY network where you can learn how to take on DIY projects. Discover why a DIY retirement might not be ideal.