July 2026

Trust as return: Building courage to invest — in markets and in yourself

This month, we place the theme of experimenting under the microscope and examine the relationship between risk and security.

• Interview: Liz and John go in-depth on the course he’s been taking that explores the feeling of fear and uncertainty.
• A-ha Moments: Money mirrors risk, and we unpack that relationship between risk and security.
• Confident Decisions: We examine a real example of how adding more certainty and financial planning can help with “when it rains, it pours.”
• Balanced Perspectives: Clinton, John, and Carrie focus on the risk of sitting on the sidelines.

Have questions you’d like to ask our team? Drop us a message at clients@pleasantwealth.com.

About the Host

Liz Hand, CFP®, ACC

Liz Hand, CFP®, ACC, is a financial advisor and a trained Life Coach who focuses on serving women closing in on retirement or women who are already retired. With a knack for retirement income design and women’s finances, Liz shares complex financial ideas in practical terms. 

Involved in the community in various capacities, she is on the board of Women’s Impact and involved as the youth sponsor at First Mennonite Church in Canton. Liz and her husband, Nate, enjoy raising their sons, Mason & Brennan. A weekend with free time finds them enjoying downtown Canton eats & events, camping, and dreaming of getting to more National Parks (a family goal to visit them all).