The Emotional Side of Financial Planning

About this episode

The episode explores the impact of emotions and biases on financial decisions, particularly in retirement planning.

This conversation delves into the intricate world of behavioral finance, exploring how emotions and biases can significantly impact financial decisions, particularly in retirement planning.  Kelley emphasizes the importance of having a structured financial plan, the role of professional wealth management, and the necessity of educating future generations about financial responsibility. The discussion also highlights common pitfalls in financial decision-making and the importance of communication in legacy planning. Reach Kelley at 800-810-8060. California Wealth Advisors www.californiawealthadvisors.com   See omnystudio.com/listener for privacy information.

People in this episode

Host: Kelley Slaught

Topics covered

• behavioral finance
• financial planning
• retirement planning
• wealth management
• financial education
• legacy planning

Keywords

• behavioral finance
• financial decisions
• retirement planning
• wealth management
• financial responsibility
• communication
• legacy planning

Mentioned in this episode

Organizations: California Wealth Advisors, omnystudio.com

Places: California

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