Smart People Lose Money | Daniel M. Kopp | Growing Money with Sean Trace
About this episode
Daniel Kopp discusses the intersection of grief and financial anxiety, focusing on financial planning for overlooked groups.
I sat down with Daniel Kopp, CFP and founder of Wise Stewardship Financial Planning, for one of the most honest conversations I've had on this show about what financial planning actually means. Daniel specializes in two groups that most advisors overlook - active duty military families and young widows, and the way he approaches both completely reframes how I think about money. We talked about why grief and financial anxiety are so deeply intertwined, how to slow down decision-making in...
People in this episode
Host: Sean Trace
Guest: Daniel M. Kopp
Mentioned in this episode
Organizations: Wise Stewardship Financial Planning
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