In this episode Melissa Joy, CFP® and Casey Snyder, CFP® discuss how you can develop your lifestyle in a safe and healthy way. Casey, a Wealth Manager with the Sedoric Group, believes people should focus on the components of financial success that can be managed, rather than the variables beyond our control.

You will learn:

  • How it makes sense to take calculated risks that you have prepared for vs making risky money moves.
  • Why maintaining a conservative balance sheet can help you dream big in the long run?
  • What is the difference between lifestyle adjustment and lifestyle creep?
  • Why it is important to run financial decisions by a fiduciary and take the emotional aspect out of it.
  • How to stress-test the worst-case scenario when making decisions.

Resources:

Raymond James is not affiliated with and does not endorse the opinions or services of Casey Snyder or the Sedoric Group. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

Pearl Planning is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. Pearl Planning is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.