In this episode, Eric is joined by David DeWitt, a registered investment advisor and podcaster who helps adults with ADHD take back control of their money! He’s been a registered investment advisor for six years, but it wasn’t until his ADHD “awakening” early in 2021 that he realized he wanted to work with others with ADHD.
David knows from experience that effective personal finance when you have ADHD is hard, even when you are a trained professional! After discovering his ADHD, he set out to build a financial planning model that works for ADHD brains – first testing it on himself, and now, he is on a mission to help as many ADHDers as he can!
Eric and David address the shame we can feel around our finances, why people reach out to David about their finances, and where to begin when planning for the future. Then, Eric and David discuss using our values to help guide our financial planning, how to get past the mental clutter when facing our finances, and ways to stay consistent with financial management.
You’ll also hear some strategies for tackling debt against spending, why “budget” is a “dirty’ word, the importance of filing your taxes on time, and a glimpse into investing.
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Also Answered in this episode:
- How does David view financial planning in a way that is ADHD friendly?
- What is the importance of finding our values behind our finances?
- How does David help people get out of debt?
- What does it mean to put your money where your values are?
- How do you start saving when you’re in debt?
- Where do you begin when you want to address your money situation?
- What is the difference between a traditional IRA and a Roth IRA?
- How do you start investing?
- How do we stay on top of our financial matters?