This week, I am joined by one of my favorite people, my husband David Edmisten, CFP®. Dave is a financial advisor and the founder of Next Phase Financial Planning. He helps people in their 50's and 60's retire confidently.
Dave and I discuss the similarities between health wellness and financial wellness; the importance of taking small steps consistently over time to reach your goals; and our focus at Life in My Home to educate, empower and lead yourself and others to improved wellness in all areas of life.
We also discuss the start of our journey to wellness together - from changing Dave's habits of sweet treats at lunch to starting Life in My Home to share what I've learned with our community. And Dave shares several financial tips to help you improve your financial wellness, no matter where you are in life.
You can learn more about Dave's financial advice services at www.nextphasefp.com.
Hope you enjoy learning with us this episode!
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