Thank you for coming!
As I said during my opening remarks, thank you for sharing one of your most precious resources – your time – with us. I hope you found the information empowering and walked away with your own ‘now, soon, later’ list. Throughout my presentation, I shared several books, podcasts, and websites to explore. You can find links below. 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)
- Register for our January 25th workshop to build your own philanthropic philosophy
- Book time to learn more about our financial planning and wealth management services
Resources from the presentation
- 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)
- So Money with Farnoosh Torabi
- Planet Money from NPR
- Websites and blogs to learn from:
- Finding an advisor:
- Insurance & Healthcare:
- Retirement planning:
- Philanthropy:
- Exercises to explore:
