TheLiveBigWay® Digest: The Human Side of Money

Whether you’re navigating monster-filled woods or balancing your monthly budget, the lessons hiding inside Role-Playing Games (RPGs) might surprise you. From tabletop classics like Dungeons & Dragons to hit TV adaptations like Stranger Things, RPGs have taken over pop culture, and it turns out they have more in common with real financial life than you’d expect. Nerd out with us as we explore what RPGs can teach you about money.

Humanity and vulnerability are at the heart of financial planning, but it can feel scary to engage in a personal way. Connecting with you, our Clients, and learning about what and who you deem important, and why, helps our Financial Planning Team to empower you to pursue your Live Big^® life and be part of your team along the entire journey. Our friends at Money Quotient share how the power of daring greatly and engaging with vulnerability leads us to forming deeper understanding together.

Healthcare costs and unexpected medical bills can feel overwhelming, and for the millions of people managing a chronic illness, that pressure is ongoing. When it comes to juggling healthcare, insurance decisions, and finances, knowing where to start is half the battle. With our latest Ask Us Anything question, we aim to help point you in the right direction so you can feel confident making financial decisions about your healthcare.

Money is emotional — there’s no way around it. About 77% of people report feeling anxious about their finances, and when emotions like stress and fear are at the wheel, they can quietly drive poor financial decisions that are hard to come back from. It is possible, however, to recognize and recenter when faced with difficult financial decisions. Our team walks you through three actionable steps to help you break free from financial fears and take back control.

Some conversations are better in real time. Whether you join us online on June 9 for a deep dive on Medicare with Margo Steinlage Kreider, or spend an evening with our team in San Francisco on July 16 or Northern Virginia on August 6, each of these moments is a chance to connect, ask questions, and deepen the relationship at the heart of your financial plan. Register for the webinar or RSVP for our events in San Francisco or Northern Virginia using these links. We hope to see you there!