Holistic Financial Wellness

Holistic Financial Wellness is where time, risk and money all meet for each of us as inviduals. Other sections of this site address specific aspects of Holistic Financial Wellness (e.g. how to plan for retirement), but here is where you will find the big picture. There is an explanation of what Holistic Financial Wellness is, some posts on the subject and  exerpts from my new book “Holistic Financial Wellness — How to Survive in a Complex Financial World”. As this book is not yet in print, I welcome any and all feedback you might have on the chapters I post, and any suggestions for improving the content or the presentation will be much appreciated.

In addition to the other material on Holistic Financial Wellness I have listed below some links to presentations and other material I have written on the subject.

WPBC Meeting: Financial Wellness

CCA Annual Meeting: Holistic Financial Wellness

Essays on medium.com

blog posts