It’s that time of year to reset and focus on your investment mindset for 2023 and how to be successful next year and over the long term. Today we are joined by Charlotte Geletka, CFP, ®, Financial Literacy Advocate and managing partner at Silver Penny Financial Planning in Atlanta, Georgia.  Melissa Joy, CFP, ® and Charlotte Geletka discuss how to think like a professional investor going into the new year.


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Charlotte Geletka is a Registered Representative and offers securities and advisory services through Lincoln Financial Advisors, a broker-dealer (Member of SIPC) and a Registered Investment Advisor. Silver Penny Financial Planning is a marketing name for registered representatives of Lincoln Financial Advisors Corp. CRN-5392978-010323