Financial discussions and retirement planning can come with many emotions. From counseling couples with differing financial views to providing support during challenging life events such as divorce or medical issues, financial professionals wear many hats, including the role of a therapist. In this episode, Dale discusses the impact of having a financial professional guide you through life’s most stressful moments.  

Here’s what we’ll talk about in this episode:

• A financial advisement appointment can sometimes feel like therapy, and that’s okay. (1:06)
• Talking about money is stressful. (4:09)
• Dealing with the emotions and planning for health complications. (6:23)
• The emotional and financial impact of losing a spouse. (7:58)

Read more and get additional financial insight here: http://retirementplaybookpodcast.com