• Happiness, Freedom, and Legacy Planning

  • Apr 3 2025
  • Length: 12 mins
  • Podcast

Happiness, Freedom, and Legacy Planning

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  • Summary

  • Are you feeling overwhelmed when it comes to making money decisions? You’re not alone. A recent survey shows that 53% of Americans feel stuck, overwhelmed, or unsure about their finances. Greg and Kristin discuss the importance of avoiding "paralysis by analysis" and how collaborating with a fiduciary financial advisor can alleviate some of those feelings. Additionally, they emphasize the need to avoid being “Google slapped,” as Greg puts it.

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