In Episode 94, Dale Shafer dives into what real financial advice looks like — and it’s not just spreadsheets, charts, or market commentary. It’s the messy, beautiful intersection of money and life. Building on the conversation from Episode 92 with Carl Richards, Dale shares client stories that show how powerful financial planning becomes when it starts with emotions, values, and goals — not just numbers. From jet skis to career changes to grief and loss, this episode explores how money conversations can support life’s biggest decisions.
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