Decoding “The Ick” With Your Financial Advisor

Jan 20

Talking about money can sometimes make you feel uncomfortable—an awkward sensation often referred to as “the ick.” Here’s what it means and how to navigate it with your financial advisor.

Understanding “The Ick”

“The ick” happens when discussing personal finances feels vulnerable or overwhelming. Fear of judgment, complex financial jargon, or mismatched communication styles can create this discomfort.

How to Overcome It

• Build trust and rapport with your advisor.

• Clarify your communication preferences.

• Focus on financial education to better understand your goals.

At Swan Capital Financial Planning, we work closely with clients to foster a comfortable and transparent relationship, helping you overcome “the ick” and achieve your financial goals with confidence.

Christopher Swan, CFP®, MBA

In 2010, I started my career in financial services.

Making phone calls for independent advisors in Austin, TX, I quickly found myself drawn to the work.

By 2014, I was a licensed financial advisor, learning the ropes at firms like Edward Jones, Merrill Lynch, and Charles Schwab.

Over the years, I helped people at every stage of life:

Those just starting out.

Those at the end of their journey, focused on legacy.

And everyone in between.

Through it all, I prayed.

Prayed for God to guide me toward the most purposeful work I could do.

Eventually, it became clear—

My biggest impact would be helping people transition into retirement.

By creating secure, reliable plans, I could help people:

Feel confident.

Transition comfortably.

And focus on what matters most: faith, family, fitness, fun, and fulfillment.

That’s why I founded Retire With Swan.

We don’t just focus on numbers.

We focus on people.

To make the retirement transition easier, faster, and more transformational,

I crafted the Swan Song System and GRACE Framework.

These systems simplify the complexities of retirement planning.

They help you clarify your goals, protect your income, and build a roadmap to peace of mind.

If you’re planning your transition into retirement, I’d love to help.

And remember:

It’s never too late—or too early—to better plan your exit.

https://www.retirewithswan.com

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