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Ten Essential Questions to Ask About Money and Lifestyle with Dorian Mintzer and Holly P. Thomas
Manage episode 380694617 series 3296896
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Lifestyle and money intersect at almost every turn, and they are the things that make us happy. Holly P. Thomas - behavioral economist, personal CFO, and author of The Mindful Money Mentality: How to Find Balance in Your Financial Future- will explore ten essential questions about whether money and lifestyle choices can make us happy and keep us happy.
During this episode, you will:
- Gain greater insight into the relationship between lifestyle and money;
- Learn strategies for mapping our lifestyle goals to our money goals;
- Walk away with the basic pillars of a plan to take charge of your life and your money now and through retirement;
- Learn how to get help if you need it.
About Holly P. Thomas (now Holly Donaldson):
Holly Thomas has been a featured speaker on behavioral finance, economics, and the banking system in diverse venues, from college classes to large groups of business owners. She has developed instruction courses at the university level and as CE for CPAs.
In 2006, based on her experience gained over 20 years as a corporate and private banker, Holly concluded that small business owners and successful executives often have substantial unmet needs for integrated personal and business financial plans. Holly has built her practice around providing these clients with sophisticated financial planning and access to professionals who implement this integration.
Holly has enjoyed volunteering as an Advisory Board member of the Tampa Independent Business Alliance and Junior Achievement, chairing the local United Way's Audit Committee, and speaking on behalf of LifePath Hospice. Holly is a 2001 Leadership Tampa graduate and was chair of the NAPFA Leadership Development Committee and NAPFA South Regional Board.
Get in touch with Holly P. Thomas (now Holly Donaldson):
Visit Holly's website: https://www.hollydonaldsonfinancialplanner.com/
Buy Holly's book: https://revolutionizeretirement.com/thomas
What to do next:
- Click to grab our free guide, 10 Key Issues to Consider as You Explore Your Retirement Transition
- Please leave a review at Apple Podcasts.
- Join our Revolutionize Your Retirement group on Facebook.
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