Retirement Under Stress: Why You Need an Unemotional Third Party

Even the most rational engineer can make questionable financial decisions when running on fumes—mentally or emotionally. In this post, we explore how mental health affects your ability to think clearly about money and why working with an independent CFP® can be like bringing in a third-party consultant to stress-test your retirement plan. When the stakes are high, you don’t want your amygdala in charge of your portfolio.