The Plan Wisely Resource Library

Want Long-Lasting Love? Maybe It’s Time to Combine Your Finances Source: Cornell Chronicle The Big Takeaway: The more dependent you are on your partner, the more aligned your goals and interests are. Studies have shown…

We have an ethos in America that quitting is bad. Quitting is weak. Quitting is for losers. We preach… “One step at a time.” “Life is not a sprint.” “Keep grinding.” Grit, Grind, and Persistence…

Why do people do what they do? And, is it possible for one to be who they would ideally like to be, more often? In this episode of the Building Us podcast, Ryan Goulart, co-author…

Should couples have married or separate financial accounts? Dr. Matt Morris, LPC, LMFT, and Erik Garcia, CFP®, dive into the pros and cons of each – as well as some of the underlying psychology. The…

In this episode of Building Us podcast hosted by Dr. Matt Morris, LPC, LMFT, and Erik Garcia, CFP®, Erik and Matt explore some of Warren Buffet’s life-changing philosophies. ‘Hit fewer bad shots’ is Erik’s advice…

In today’s episode of the Building Us podcast, Jennifer Garcia and Erik Garcia, CFP® recount their journey of discovering their son’s severe food allergies, and carefully guiding their family through it. 17 years later, now,…

What’s the best financial advice you’ve ever received? Financial advisor Xavier Angel joins Dr. Matt Morris, LPC, LMFT, and Erik Garcia, CFP® to share golden nuggets of financial wisdom in this episode of the Building Us podcast. Episode Highlights: Xavier…

In this episode of the Building Us podcast, Dr. Matt Morris, LPC, LMFT, and Erik Garcia, CFP® are joined by Xavier Angel to discuss the worst financial advice given to them. “Free” credit cards, fancy jeans, expensive cars, and big…

Raising a special needs child is a mixed bag of emotions. This week Erik Garcia, CFP®, and Dr. Matt Morris, LPC, LMFT sit down with David and Andrea Carothers as they share the joys and…

Your net worth is a simple calculation that can help you keep “score” of how well you are doing financially over time. In this third installment of the SIMPLE: Money Edition series, Dr. Matt Morris,…

Where is all my money going? I spent how much on what? In this, the second installment of the SIMPLE: Money Edition series, Dr. Matt Morris, LPC, LMFT, and Erik Garcia, CFP® provide you with…

 Self-discipline will often let you down. In this, the first installment of the SIMPLE Money Edition series, Dr. Matt Morris, LPC, LMFT, and Erik Garcia, CFP® provide you with a simple, practical, and tactical…