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.
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.
**Each year InvestmentNews recognizes 40 industry professions under the age of 40 based on factors including accomplishments as exhibited by their credentials and achievements in their industry-related projects, contributions to the industry, quality of leadership within the financial advice field, and promise/commitment to the field. The nominees were all under the age of 40 when the honorees were announced. Over 1,000 nominees were considered and 40 were chosen to receive the award in 2020. The nominations are read and vetted by an internal group of editors and reporters at InvestmentNews. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. InvestmentNews is not affiliated with Raymond James.
Melissa Joy, CFP®, CDFA® is the President of Pearl Planning and a Wealth Advisor for Raymond James Financial Services. Reach out for a call today at 734.274.6744. Address: 8031 Main St. Suite 302 Dexter, MI 48130