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Shaping Positive Money Behavior with Guest Jonathan Blau
Manage episode 431836361 series 3371055
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Are you confident in your financial plan for retirement? Join Victoria Collier and Jonathan Blau, founder of Fusion Family Wealth, as they uncover the secrets to effective financial planning tailored for lawyers. From understanding the critical role of insurance to interviewing financial advisors and exploring the intricate link between money and happiness, this episode is packed with actionable insights to help you secure your financial future.
Key Takeaways:
• The Importance of Comprehensive Financial Planning • Choosing the Right Financial Advisor • The Complex Relationship Between Money and Happiness
More About Our Guest: Jonathan is the President and CEO of Fusion Family Wealth. Behavioral finance is an important aspect of his business and he brings a fresh perspective and clarity on his work with clients. For more than two decades Jonathan has acted as a “trusted advisor to trusted advisors” with deep experience working with accounting and law firms on a wide array of financial services capabilities.
Website: fusionfamilywealth.com
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