- The family home is a naturally supercharged emotional topic
- The differences in how each person was raised and what role money, and specifically debt, played in your history
- Your investment experience and comfort with debt
A long-term client of mine went through a horrible experience earlier this year. Their bookkeeper stole a significant amount of money from them over several years. To add insult to injury, there was a slim chance they would ever recover any of the money. As you might imagine, this violation of trust caused a great deal of emotional damage, even though...