Episode Details

I sat down with Daniel Kopp, CFP and founder of Wise Stewardship Financial Planning, for one of the most honest conversations I've had on this show about what financial planning actually means.

Daniel specializes in two groups that most advisors overlook - active duty military families and young widows, and the way he approaches both completely reframes how I think about money. 

We talked about why grief and financial anxiety are so deeply intertwined, how to slow down decision-making in the middle of a life crisis, and why the biggest financial mistakes people make have almost nothing to do with math. 

What's one money belief you grew up with that you've had to completely unlearn as an adult?