Financial planning is more than numbers on spreadsheets.
In this live, unrecorded Q&A, Dr. Jay combines his experience as a financial professional with his PhD in adult learning to answer your questions on why we make the money moves we do.
This isn't just about budgeting; it’s about understanding the learning plateaus and behavioral habits that keep us from our fiscal goals.
In this session, Dr. Jay will answer questions on…
- How to "unlearn" bad financial scripts
- The best ways to simplify your portfolio for the new season
- How to create a sustainable wealth-building plan that actually sticks
Bring your questions, and start working toward sustainable money behaviors!