Thought Talk

Joanna Burish joins the show today to share her expertise as a licensed holistic financial planner with Northwestern Mutual. Her family office focuses on three ways for her clients to have more power and control over their finances.   We discuss the importance of listening to your financial advisor, the difference between good debt and bad debt, the three things you absolutely need to have a handle on during this COVID pandemic, and how having a financial quarterback can really help keep you on track. Tips    Holistic VS siloed planning — The difference between having a quarterback or not for your team.   Finding the right holistic financial planner — Joanna explains what the right feeling should be between too safe and not safe enough to identify your holistic financial planner.   Short- and long-term plans — in times of COVID, make sure your fight-or-flight response is mitigated and you keep making decisions that align with your long term plan.   The three things you need to have a handle on right