We're back! In this episode, Chris and I dig into something we keep running into with clients and listeners alike: why do smart, financially savvy people freeze up when it's time to actually commit to a plan?

In this episode:

• Our wildfire summer in the Okanagan 

• Why most of our podcast topics come straight from real client conversations (not AI prompts!)

• The 5 core reasons people hesitate to commit to a financial plan, even when it's mathematically perfect

• Why trust takes time, and how tools like podcasts and social media help people get comfortable before ever picking up the phone

• Credit card debt, minimum payments, and the conversation we had with our own kid about it

• Redefining what wealth actually means 

• Why "you can't take it with you" isn't the full picture when you have a family relying on you

Let's dive in!

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Have a question? Send it over to [email protected] and I'll do my best to share helpful insights, thoughts and advice.