top of page
Search

Financial Therapy

Writer: Mario Zumbo
Mario Zumbo
Apr 29
1 min read

Not everyone needs a therapist.


But almost everyone could benefit from having one.


The same is true for a good financial advisor.


Sometimes you just need someone to say,


“That’s a bad idea.”

 
 

Recent Posts

See All
Financial Planning Is More Than Managing Money

“What exactly do you do?” I think about this visual from Michael Kitces whenever someone asks the question. There are 101 different items on this list. Cash flow. Debt. Insurance. Investments. Taxes.

 
 
What Immigrants Build.

Want to be the founder of the next billion-dollar unicorn? Apparently, your odds may be better if you're an immigrant or the child of one. A recent National Foundation for American Policy study found

 
 
The Hidden Cost of Holding Too Much Cash

One of the biggest mistakes I see "younger" investors make? Holding too much cash. If you're in your late 30s or 40s, it's easy to look at the market and worry about what might happen next. Will we ha

 
 
bottom of page