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Mind and Money Podcast

Some money stuff feels too big to tackle yourself. That’s where we come in.

Each week, EFE financial planners join Dr. Michael Liersch, Chief Planning Officer at ѨƵ, for insightful conversations about what’s top of mind for our clients. They unpack the most pressing questions and concerns clients are bringing to the table, from navigating market volatility to planning for big milestones. These discussions offer practical guidance and a deeper understanding of the principles behind sound financial planning. It's the perfect listen for your next quiet moment – and a chance to better understand your financial planning by understanding yourself.

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  • Enjoying your retirement more tomorrow starts with making a few changes today.

    Money worry is taking over my life, what do I do?

  • What to expect for your portfolio, and how to maintain focus on your goals.

    Money worry is taking over my life, what do I do?

  • Navigatingthe chatter about tariffs, preciousmetalsand Bitcoin and whether they deserve your attention.

    Money worry is taking over my life, what do I do?

  • Company stock is vesting. Tax forms are piling up. 401(k) elections are due. How do you manage it all and still have a life?

    Money worry is taking over my life, what do I do?

  • It’s tempting to become financially conservative in uncertain times – but you have other options, too.

    Money worry is taking over my life, what do I do?

  • What mental accounting is, why it makes us worry and how to replace it with financial planning for a more fulfilling life.

    Money worry is taking over my life, what do I do?

  • Revisiting your tax strategy may be the way to better peace of mind.

    Money worry is taking over my life, what do I do?

  • How to clarify what “being okay” means for you, and how to stop waiting for the other shoe to drop.

    Is this the new normal?

  • AI bubble fears, recession warning headlines and what you can do.

    Money worry is taking over my life, what do I do?

Meet the host: Michael Liersch

As Chief Planning Officer at ѨƵ, Michael leads the firm’s strategic agenda around financial planning, integrating behavioral insights into financial strategy. He earned a bachelor’s degree in economics from Harvard University and a Ph.D. in cognitive psychology from the University of California, San Diego.

Planning that puts you first.

The most important thing we factor into your financial plan is you. Whatever stage you’re at in your journey, our planners will meet you exactly where you are.

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Money on Your Mind is produced by ѨƵ and hosted by Michael Liersch. Information is believed to be reliable but is not guaranteed. This content is for educational purposes only and does not constitute investment, legal, insurance or tax advice. It is not an offer to buy or sell any product and does not represent an endorsement of third parties. All investments have inherent risks. Consult a financial advisor before investing. Individual results may vary.AM5121172