Lori Curtiss – Financial Planning Faux Pa’s

What if the biggest financial planning mistake has nothing to do with your investments?

This week on The Free Lunch Podcast, Colin sits down with Lori Curtiss, a fee based financial planner with a master's in financial psychology, to dig into the money story playing in your head and how it quietly shapes every decision you make, from the grocery aisle to your retirement plan.

Colin and Lori get into the debt traps that are easier to fall into than ever (wait until you hear the rolled over car loan numbers), the real answer to "should I pay down my mortgage or invest," and why the questions you're too embarrassed to ask are far more common than you think.

Because knowing you're going to be okay starts with being willing to look.