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July 26, 2023 8 mins

On today’s Unshakeable Retirement, Doug and Dale discuss:

  • About terrifyingly exhilarating 
  • Dangers of making some of the financial decisions in one's life based upon emotions, because isn't that all tied into the terrifyingly exhilarating kind of feeling of the emotional side of the world?
  • Can you maybe share a little bit about what the power of the plan really is?
  • How do you help your clients avoid the dangers of emotional decision making though, because while I say it at the same time, living it and saying it are two separate things, how do you put somebody at ease?
  • Can you share a story about how a winning plan and not an emotional journey got a client to retire strategically and on plan?

Contact Dale



Phone: 952-401-1671

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