Are Your Retirement Decisions Being Driven by Fear or a Plan?

What if the biggest threat to your retirement plan isn't the market itself, but how you react to it? In this episode of Life & Money Unlocked, the team at Catalyst Wealth Advisory explores the powerful role emotions play in retirement decision-making. Using Pavlov's famous behavioral experiment as …

Could Long-Term Care Be the Biggest Financial Risk in Retirement?

What if the biggest threat to your retirement isn't the stock market, but the cost of needing care later in life? In this episode of Life & Money Unlocked, the team at Catalyst Wealth Advisory explores the realities of long-term care planning and why so many families are caught off guard by what Me…

What Really Happens in Your First Meeting with a Financial Advisor?

Nervous about meeting with a financial advisor for the first time? You might be surprised by what actually happens. In this episode of Life & Money Unlocked, Scott Davis and Maria Wojciechowski of Catalyst Wealth Advisory pull back the curtain on the first client meeting. From what documents to bri…

What Happens When There’s No Plan for Care?

Sometimes the biggest financial conversations never happen and that’s where problems begin. In this episode, the team reflects on the importance of planning for long-term care and why avoiding the conversation can leave families unprepared when life takes an unexpected turn. They touch on the reali…

One Decision That Can Shape Your Retirement Income

What if the most important Social Security decision you make comes down to timing, and you only get one chance to get it right? In this episode, the Catalyst Wealth Advisory team breaks down the biggest questions around Social Security, including when to claim, how potential benefit changes could i…

Life and Money Unlocked Trailer

Welcome to the Catalyst Wealth Advisory Podcast - where meaningful conversations and trusted financial guidance come together to help individuals and families build lasting confidence in their financial future. On this podcast, you’ll hear practical conversations around retirement planning, investi…