“Your Amazing Financial Life” with Tara Unverzagt - Episode #05 of NAPFA Nation

<p>In Episode #05 of NAPFA Nation – <a href= "https://www.youtube.com/watch?v=-ryhQ-ut5zA" target="_blank" rel= "noopener">livestreamed from the big podcast stage at the 2023 Morningstar Investment Conference in Chicago</a> – <a href= "https://www.linkedin.com/in/tara-tussing-unverzagt-she-her-9b024a/" target="_blank" rel="noopener">Tara Unverzagt, CFP®</a>, of <a href="https://www.southbayfinancialpartners.com/" target= "_blank" rel="noopener">South Bay Financial Partners</a> tells us how she became fee-only financial planner, and why she decided to develop new access points for people who dread facing, or worse, are stressed and worried about financial decisions. Unverzagt has been working in financial planning, investment advice, and tax preparation for over 20 years. She specializes in multigenerational financial planning which includes raising a family, having a successful retirement, generation wealth transfer, and financial coaching for younger generations. But over the years she saw that there need to be more options to help people from all income and asset levels master the intimidating world of money, simplify confusing financial decisions, and manage expenses.</p> <p><strong>Unverzagt shares:</strong></p> <ul> <li>How and why she built an exclusive community of financial planners, financial therapists, accountants, students, parents, business owners, and others via an affordable solution that helps people live amazing, purpose-filled and financially stable lives </li> <li>The differences between financial coaching, financial therapy, and financial planning   </li> <li>6 behaviors that if strengthened lead to better wealth accumulation     </li> <li>How certain money beliefs can work for us – or hold us back</li> <li>Ways technology can aid humans seeking to improve the decision-making process</li> </ul> <p><strong>Key points:</strong> While we all need to be saving for a rainy day and investing for the future, it’s the day-to-day choices that will make or break us. Integrating financial therapy into fi