Episode Details

I sat down with Jack Heintzelman, partner at Altara Wealth and board member of the Financial Planning Association. 

We went way past budgets and spreadsheets into what money actually means to people, why couples avoid the money talk until it blows up their relationship, and why the  $2M client and the $20M client are often losing sleep over the exact same fears. 

Jack broke down why the most powerful financial habits are the boring ones, why compound interest beats chasing hot investments, and how one simple net worth statement can pull you out of feeling overwhelmed. 

What's one money habit you've built that's completely changed your financial life?