In this episode of Mind + Money Podcast, financial planner Val and financial coach Sherry dive into a relatable client situation that many of us have faced: Should you upgrade your vehicle or stick with what you’ve got? Together, they unpack the emotional and financial considerations of buying a truck, tackling everything from societal status symbols to savvy savings strategies.
Money doesn’t have to be stressful!
If it is, let's talk. We can put a plan together that meets your priorities of today while also including savings to meet your future goals.
