Thank you for coming!
As I said during my opening remarks, thank you for sharing one of your most precious resources – your time. I hope you saw useful reflections, applicable actions and new insights in the case studies. Below I’ve linked to various resources, some mentioned throughout the presentation and some I just think are worth sharing. Please don’t hesitate to reach out if I can serve as a resource moving forward.
Stay connected with Collective Wealth Planning
- Follow us on Facebook
- Follow us on LinkedIn
- Subscribe to our YouTube channel
- Sign up for our 1/month newsletter (particularly useful for those nearing/in retirement)
- Check out our other upcoming events
- Book time to learn more about our financial planning and wealth management services
Resources to explore
- Research referenced:
- Book recommendations:
- The Soul of Money | Lynne Twist
- Get Good with Money | Tiffany Aliche
- The Psychology of Money | Morgan Housel
- The Healthy Love & Money Way | Ed Coambs
- Happy Money | Ken Honda
- Work Optional | Tanja Hester
- Mom, Dad, We Need to Talk | Cameron Huddleston
- Podcasts to subscribe to:
- HerMoney with Jean Chatzky (she also has a great newsletter)
- Planet Money from NPR
- Thoughts on the Market from Morgan Stanley
- Websites and blogs to learn from:
- Finding an advisor:
- Cash flow:
- Insurance & healthcare:
- Retirement planning:
- Philanthropy:
- Exercises to explore:
