May 26, 2020, Centerpoint Advisors:
Managing Principal Jennifer Wolfsberg was recently featured on Radio Entrepreneurs, an internet radio show and podcast that shares the stories of entrepreneurs in the interest of giving more exposure to innovative and fast moving companies, while creating a knowledge pool for the enrichment of the entrepreneurial community around the world. She discussed the many ways that wealth planning and management involve having an awareness of your personal financial behavior at a very emotional level. Jennifer also shared that while a time of crisis may not be an ideal time to undergo in-depth planning (due to the heavy emotions that may sway decisions), it is a good time to revisit your relationship with money.
The interview spanned a variety of topics both timeless and topical, including how Centerpoint has maintained culture and continuity in tough situations. We hope you will take a few minutes to watch or listen here: