With the rising prevalence of cyber-attacks on both individuals and small businesses, it’s more important than ever to learn how to boost your cybersecurity and protect the wealth you’ve worked so hard to grow. In this episode of Off the Wall, you’ll meet Cathleen Phelps, a Client Experience Manager at Monument, and Bill Phelps, a Cybersecurity Expert and Strategist with over 26 years of experience.
“The Psychology of Money” by Morgan Housel is an endlessly quotable book. Dave, Jessica and Ro Punyani share our favorite quotes from the book and why they resonated with us. We talk about why you should keep cash, volatility and uncertainty, the difference between getting wealthy and staying wealthy, and why you should plan for your plan to not go to plan.
Learn more about Monument Wealth Management at: www.monumentwealthmanagement.com