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Having Important Financial Conversations with Ande Frazier [Episode 157]

July 18, 2020 by Dan Pearce

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by behavioral finance expert and author Ande Frazier to discuss how to reestablish financial stability and security amid the COVID-19 pandemic.

They talk about Ande’s background in the financial field and how her father’s ministry has helped those seeking financial advisement. Ande discusses her book “Financially Free: 11 Conversations to Have With yourself About Life, Money, and Worth,” and highlights how those who are age 60 and older require financial plans that fit their goals and individual life circumstances.

Ande and Joe outline investment strategies for those over age 60. They highlight how the COVID-19 pandemic may affect specific markets and why it still is vital to have money left over for necessary expenses.

Ande and Joe advocate financial responsibility and talk about how many were living on “the financial edge” before the pandemic, who are now defaulting on mortgages. They talk about the state of the stock market and how the 2020 United States presidential election may affect the stock and financial landscape.

https://media.blubrry.com/lifes_third_act/media.blubrry.com/eldertalk/content.blubrry.com/eldertalk/ElderTalk-20200715-Air-Date-7-18-20-WEB-new.mp3

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Filed Under: ElderTalk, Podcasts Tagged With: a better financial plan, financial goals, financial plan example, financial planning and analytsis, financial planning process, how to make a financial plan, personal financial planning, what is financial planning

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