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The Mental Sherpa by Theta Spring

The Mental Sherpa by Theta Spring

Archives Available

March 01st 2016:Your Relationship With Money

We know that the path followed by generations before us (marry a high school sweetheart, stay in your hometown, have 3 kids, take over your parents business, keep the same job for decades, then retire and not outlive your money) is not quite our path. We might have been told to save by our parents. We may have been taught religion, home economics and math (which isn’t money) in school but are we ever really taught the life skills necessary for our own financial journey? How do we navigate our relationship to money if our instinctual behavior is to wait for external circumstances to force

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Featured Guest

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Gretta Zutz

Gretta has been connecting clients with their goals for over 10 years in the wellness industry and is now working on their financial wellness. As a financial professional her practice centers around educating her clients about their financial options including college funding, retirement, investments, and an overall understanding of their money while building rewarding relationships. Specialties: Income Protection Planning, Retirement Planning, Investment Planning, Estate Planning, College Funding, Succession Planning, Asset Allocation Strategies, IRA’s and Annuities.
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