Guest: Danielle Howard, a Certified Financial Planner and the Founder of Wealth By Design, a boutique wealth services firm that works with individuals and families that value a holistic financial approach to the fall season of life. Danielle is also the author of Your Financial Revolution: Time To Recognize, Revitalize & Release Your Financial Power.
In a Nutshell: Living a rich, full life goes well beyond how much money someone has. On this episode, Danielle Howard and I discuss how advisors who put their clients' lives ahead of their money can help them break free of the limiting beliefs, delusions, and scripts around money that can prevent them from enjoying the journey, especially in retirement.