Agency Intelligence

In this Halloween-themed episode of Stuff About Money They Didn’t Teach You in School, host Erik Garcia, CFP®, ChFC®, BFA™ is joined by Dr. Matt Morris and first-time guest Stephanie Osborn for a fun and insightful conversation about fear, especially the fear of money. The trio starts by sharing their thoughts on scary movies (and why Erik can’t stand them) and explores some New Orleans lingo about what it really means to call someone “scary.” From there, they draw parallels between the things that spook us on screen, and the real-life anxieties people feel around money. As the discussion unfolds, they unpack why money can be so intimidating and how fear often leads to poor, or no financial decisions at all. The group explores the antidote to financial fear: identifying what’s truly important to you, Erik’s first pillar of financial security. Matt shares personal stories about how that focus has helped him overcome financial stress, while Erik and Stephanie offer practical strategies like setting small goa