Money, Mind And Meaning

Tune in to hear:What impact from coronavirus is Ashvin seeing on his clients?Which workforce sectors are getting hardest hit, so far, by Covid-19?Potential approaches financial professionals can take when there are unprecedented levels of uncertaintyWhat the concept of “bucketing” means within a financial plan and how this can encourage positive investment behaviorHow to counsel a client set on sending money home to family abroad without having their own stable financial houseWhile every person’s financial situation is unique, how in general do the financial concerns of a first generation American differ from say, a fourth generation American?What are some unique financial planning considerations for clients on a work visa?Follow up with Ashvin: https://www.ashvinchheda.com