Have a Better Relationship With Money | Your Money Story with Dr. Lindsey Mitchell

Have you ever wondered why you spend money the way you do? Or, why you're afraid to spend money, even though you have it to spend? In this episode, Troy Sharpe, CFP®, talks with Mental Health Performance Expert, Dr. Lindsey Mitchell with The Pave Group, to find out how you can take a look at your money story to better understand your relationship with money and how it impacts you in retirement. Knowing your money story is an important part of retirement planning, income planning, tax planning, health care planning and estate planning. Dr. Lindsey Mitchell is a Performance Psychologist.
For more information about Dr. Lindsey Mitchell, visit www.thepavegroup.com
Link to Your Money Story workbook: docs.google.com/presentation/d/1ARRGD2Bi44WEr_mjk2HOMK6VK7GVhzBhQubIWcD82vQ/edit?usp=sharing
With Oak Harvest Retirement 360, having all of your financial numbers worked out is only a part of the process. Getting to know what you want to accomplish and what you want to do in retirement is just as important.
Do you have a retirement plan that goes beyond allocating funds to truly fit your needs? We can help you create a retirement life plan customized for your retirement vision and legacy. Call us at [phone]
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If you have $500K or more and would like a partnership with a firm to help you manage your investments and financial plan as in these videos, click on this link to connect with our advisors: click2retire.com/betterrelationshipwithurmoney
#moneystory #retirementplanning #retirementincome #psychology #retirement

[@beatricefrask5230]

Very interesting video. Sound advice for young couoles.

[@OakHarvestFinancialGroup]

Thanks so much, Beatrice!

[@dallison1961]

I enjoyed this video as it addresses the psychological side of handling money. I tried to download the workbook but the link doesn't appear to work anymore. Would it be possible to post a new link to the workbook?

[@OakHarvestFinancialGroup]

Here is the new link: docs.google.com/presentation/d/1ARRGD2Bi44WEr_mjk2HOMK6VK7GVhzBhQubIWcD82vQ/edit?usp=sharing

[@arymniak1]

Debt free is the only freedom left. It’s totally in your control.

[@OakHarvestFinancialGroup]

Thank you for sharing your comment.