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Financial success and failures can both boil down to one thing: financial wellness.
In this episode, Rebecca Hourihan welcomes Peter Dunn a.k.a Pete the Planner® on the podcast to share with listeners the importance of financial wellness when helping clients. He explains that it’s more than just math and how sometimes, behaviors have just as much impact.
Peter discusses:
- Why he created Your Money Line and how it helped thousands of Americans
- The direct correlation between behavior and retirement outcomes
- How advisors can better serve their clients when financial wellness is taken into account
- Who is accountable for an employee’s ability to retire
- And more
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