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Calm Down, It’s Just Money

James Wilson, CFP discusses the parallels of coaching gymnastics and financial planning with Bill Strand, founder of Paradigm Wealth Management.

JE Wilson Advisors - Mostly Money Podcast

Episode 121 | Calm Down, It's Just Money

February 17, 2020

James Wilson and Bill Strand

Listen to Episode 121 of Mostly Money, Calm Down, It’s Just Money. In this episode James Wilson, CFP discusses the parallels of coaching gymnastics and financial planning with Bill Strand, founder of Paradigm Wealth Management in Maple Grove, MN. James and Bill discuss:

  1. The importance of goals and plans with action steps to support the goals
  2. Staying focused on the big picture and not allowing minutiae to govern your financial life
  3. For younger investors, being aware of sensory overload with data and endless information

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