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Episode 32 - Money, Mental Health & Million-Dollar Decisions

Episode 32 - Money, Mental Health & Million-Dollar Decisions

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 Lionel and Matthew dive deep into the emotional side of financial planning—how money and mental health are connected, and why treating clients with complex traumas requires more than just number-crunching. They break down real client scenarios, including a million-dollar workers' comp payout and the delicate balance between financial security and giving people permission to enjoy their wealth. Plus, smart strategies for managing and paying down debt. Know someone struggling with these decisions? This episode might just help.

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