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May 2026
What Financial Decisions Have the Biggest Long-Term Impact
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This month’s Smart Money Moves topic:
What Financial Decisions Have the Biggest Long-Term Impact?

In 30 minutes, we will discuss:

  • The financial decisions investors are struggling with most today
  • Why emotions often influence investment and retirement decisions
  • The long-term impact of short-term market reactions
  • Retirement, withdrawal, and tax-planning considerations
  • Why coordinated financial planning matters during uncertain environments
Our experts
Doug Lennick, CFP®, BFA
Chief of Staff at TMG, Co-Founder, Think2Perform
Adam Recker, CFA, CFP®
Senior Managing Director, Head of Equities
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Learn how emotions influence financial decisions, and how to stay steady when markets aren’t.
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