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In Season 4, Episode 48 of the Making the Grade Podcast, Christine sits down with Will, a financial planning and wealth management professional who helps individuals and families approach retirement with clarity and confidence. Will began working with MTG Frameworks through executive function coaching and has since extended the support to a team member, integrating EF systems more fully into his business.

Will shares how he simplifies complex financial decisions, minimizes tax stress, and helps clients align their money with what actually matters to them. Drawing from behavioral finance, Stoicism, neuroscience, and his training as a superforecaster, Will explains how mindset, emotional regulation, and executive function plays a huge role in long-term financial success.

They talk about:

• How executive function impacts financial decision-making
  
  
• Reducing financial anxiety through clarity and systems
  
  
• Why behavior matters just as much as numbers in wealth planning
  
  
• Using foresight and discipline to navigate uncertainty
  
  
• Aligning money with personal values and long-term goals

Whether you’re planning for retirement, managing financial stress, or trying to make smarter long-term decisions, this episode offers practical insights and a fresh perspective on money, mindset, and planning for the future.

Guest Spotlight:
Will | Financial Planning & Wealth Management Professional
Focused on retirement planning, tax efficiency, and values-based financial strategies

Instagram: unstoppawill

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