The phenomenon of suddenly coming into wealth is called - you guessed it - Sudden Wealth Syndrome. This episode is perfect for anyone that has recently, or soon will, come into a large amount of wealth. Bob and Mary Jo discuss four psychological dangers and four solutions for Sudden Wealth Syndrome, as well as nine common ways sudden wealth is obtained.
Often times, it is financial decisions that are filled with regret. Many times, it’s because we didn’t know any better. Unfortunately, most people don’t really understand their complete financial situation and if it is healthy. Bob and Mary Jo are here to help with that by presenting some of the most common financial mistakes that they see with clients.
Learn about the financial aspects of the most common life stages. Whether you are just getting started, on the brink of retirement, or somewhere in between, consider your life stage when making these financial decisions that can impact your future.
Eventide Asset Management, LLC is a Boston-based registered investment adviser pursuing “investing that makes the world rejoice.” Founded in 2008, Eventide’s vision is to serve individuals, financial advisors, and institutions by providing investments that create compelling value for the global common good.
Everyone seems to focus their attention on investment management. However, it is the ongoing relationship between your investments and planning for the future where the real magic happens. Financial Planning is a lifelong process where you manage your entire financial picture in order to achieve your financial goals.
In this episode, we want to introduce you to a tool that will help you choose peace over worry when it comes to your investments called Riskalyze®. Riskalyze® is a financial technology company that provides software for analyzing investment risk and building and implementing investment portfolios. Bob and Mary Jo interview special guest, Mitch Mitchell, who is the Customer Success Manager for Riskalyze® to give a complete breakdown of this piece of technology, how it works, and how you can use it.
Bob and Mary Jo address the phenomenon regarding FOMO or “Fear Of Missing Out”. This episode shows how we can move from FOMO to JOMO "Joy of Missing Out" - joy and contentment with where you are and what you have. Wikipedia defines it as "A pervasive apprehension that others might be having rewarding experiences from which one is absent.” This social anxiety is characterized by, "A desire to stay continually connected with what others are doing".
In this episode, Bob and Mary Jo cover the importance of working with a trusted advisor to help you understand the complexity of all of the moving pieces and parts of retirement and how these pieces fit together for your benefit.
In this episode, Bob and Mary Jo talk about something fun that is on everyone’s mind this time of year - summer travel. They share ideas, tips, and suggestions on how to get the biggest bang for your buck while traveling.