by Lindsey Burda | Jun 19, 2025 | Blog
In a world full of data, projections, and performance reports, it can be easy for financial advisors to default to numbers. But what truly sets advisors apart is in the questions they ask. Today’s most effective financial professionals aren’t just managing assets....
by Lindsey Burda | Jun 19, 2025 | Mindset
For many individuals, transitioning from a steady paycheck to relying on retirement income—or as we like to call it, Your Walkaway Passport® Income—is more than a financial shift. It’s a deeply personal experience. Even clients with substantial wealth can face...
by Lindsey Burda | Jun 10, 2025 | Blog
Financial advisors often focus on helping clients prepare for retirement, grow their wealth, and protect their legacy. But what if your clients aren’t healthy enough to enjoy it? Wellness and wealth are deeply connected and yet, many financial plans don’t account for...
by Lindsey Burda | Apr 14, 2025 | Blog, Mindset
Understanding the Wellness Mindset Wellness may not always be top of mind when discussing finances. However, its importance is undeniable. Just as a healthy portfolio can secure a financial future, a sound body and mind are invaluable assets. We know advising clients...
by Lindsey Burda | Mar 24, 2025 | Blog, Mindset
In the realm of financial advising, decisions often transcend mere monetary considerations. Questions like “Where should we take our money from?” or “Should we help our daughter remodel her basement?” are not just about finances; they are life...
