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The Optimistic Investor Podcast - Money Coaching

July 27, 2021

Did you know that 70% of financial plans never get followed through on? 

In this episode of The Optimistic Investor, we discuss why this is and what exactly is preventing people from reaching their goals. Brett Peltzer, Partner, Portfolio Manager, and Certified Money Coach, sheds light on how our past can create unhelpful behavioral patterns related to money and stop us from making the best decisions for our future financial wellbeing. 

Click below to listen now.