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Blog

Aaron Lieberman | Aug 22, 2025

The Emerging Role of Post-Retirement Work

Financial & Life Planning
research
Success/well-being
Transitions/Change
When it comes to preparing for retirement, the old rules about money have been thrown out.  Therefore, adults of all ages need a new framework to guide and
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Aaron Lieberman | Jul 25, 2025

Everyone Has a Money Story

biography/money scripts
Financial & Life Planning
Success/well-being
Our attitudes and beliefs about money have their roots in value-laden messages we have picked up along life’s journey. These money messages are not only clothed
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Aaron Lieberman | Jun 27, 2025

The New Journey of Retirement

Transitions/Change
“Longevity and the New Journey of Retirement” is a newly released study conducted by Age Wave—the thought leader on issues relating to an aging population. The
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Aaron Lieberman | May 30, 2025

Self-Efficacy: The Key to Financial Success

Financial Literacy/Capabilities
In his long career at Stanford University, world-renowned psychologist Albert Bandura (1925-2021) greatly contributed to our understanding of human behavior and
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Aaron Lieberman | May 23, 2025

Leveraging Your Reticular Activating System

Financial & Life Planning
Goals & Objectives
Success/well-being
An essential component of designing your life is envisioning. The objective of this process is to create a mental picture of your future that includes
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Aaron Lieberman | Apr 25, 2025

Achieving Financial and Life Satisfaction

Financial & Life Planning
Satisfaction & Values
Success/well-being
The word satisfaction describes a feeling of fulfillment or contentment. Its meaning is relative and often dependent on personal definitions of success as
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Aaron Lieberman | Mar 28, 2025

The Duality of Creating Financial Freedom

biography/money scripts
Financial Literacy/Capabilities
Success/well-being
For many of us, managing money and building financial security is a nagging concern. We know we should be making progress, but nothing changes. What keeps us
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Aaron Lieberman | Feb 28, 2025

The Psychology of Giving

Financial & Life Planning
Success/well-being
As an initial test of the relationship between spending choices and happiness, Dunn worked with graduate student Lara Aknin and Harvard Business School
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Aaron Lieberman | Jan 31, 2025

Values Define the "Rich" Life

Financial & Life Planning
Satisfaction & Values
Financial Life Planning is a holistic process that will first help you to clarify your values and then guide you in defining and designing your unique version
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Aaron Lieberman | Jan 24, 2025

The Magic of Appreciation in Money and Life

biography/money scripts
Satisfaction & Values
Success/well-being
The word “appreciation” has at least two important meanings and applications. In the world of finance, it refers to the increasing value of an asset. In the
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Aaron Lieberman | Dec 27, 2024

The Pandemic has Changed Perceptions of Wealth & Well-Being

research
Success/well-being
Transitions/Change
Recent studies indicate that the pandemic has prompted many to reevaluate the meaning and purpose of wealth. For example, the annual “Modern Wealth Survey”
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Aaron Lieberman | Nov 29, 2024

How to Nurture Financially Savvy Kids

Financial Literacy/Capabilities
Generations
Success/well-being
Helping the young people we care about to learn effective money management skills, and to adopt good financial habits and attitudes, is more important than ever
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