Sudden Wealth Syndrome

48 – Sudden Wealth Syndrome

The phenomenon of suddenly coming into wealth is called – you guessed it – Sudden Wealth Syndrome. This episode is perfect for anyone that has recently, or soon will, come into a large amount of wealth. Bob and Mary Jo discuss four psychological dangers and four solutions for Sudden Wealth Syndrome, as well as nine common ways sudden wealth is obtained.

Financial Mistakes We All Make

47 – Financial Mistakes We All Make

Often times, it is financial decisions that are filled with regret. Many times, it’s because we didn’t know any better. Unfortunately, most people don’t really understand their complete financial situation and if it is healthy. Bob and Mary Jo are here to help with that by presenting some of the most common financial mistakes that they see with clients.