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Are You Really Making Rational Financial Decisions?

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Manage episode 497520433 series 3641474
Content provided by Rob Shelton. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Rob Shelton or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Discover how Axio's tailored collaboration can elevate your financial future šŸ‘‰ https://www.axiowm.com/what-we-do

We like to think we’re rational with money, but are we really? In this episode, Rob explores how even successful families can fall into emotional traps when making financial decisions. It’s common to cling to a once-great investment, overreact to scary headlines, or become overconfident after a big win. But without recognizing these emotional traps, even the most successful families can drift away from their true financial goals.

Here’s what we discuss in this episode:

🧠 How your brain’s shortcuts can quietly sabotage smart financial choices

šŸ“‰ The hidden emotional costs of holding on too long, or jumping too fast

šŸ’¬ Why success doesn’t make you immune to irrational decisions

šŸ“Š Lessons from real people who faced tough choices and came out stronger

šŸ” The value of a clear, outside perspective, especially when emotions run high

Our website: https://www.axiowm.com/
Phone: 801-717-9237
Schedule your no-cost discovery meeting: https://www.axiowm.com/what-we-do

Get your copy of Rob’s books: https://www.axiowm.com/book
Let us speak at your next event: https://www.axiowm.com/speaking

Check us out on YouTube: https://www.youtube.com/channel/UCtidWpldZGUBLmr24oWy87Q
Facebook: https://www.facebook.com/AxioWM
LinkedIn: https://www.linkedin.com/company/axio-wealth-management-llc/
X: https://x.com/RobShelton_FA
Instagram: https://www.instagram.com/axio.wm/

  continue reading

28 episodes

Artwork
iconShare
 
Manage episode 497520433 series 3641474
Content provided by Rob Shelton. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Rob Shelton or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Discover how Axio's tailored collaboration can elevate your financial future šŸ‘‰ https://www.axiowm.com/what-we-do

We like to think we’re rational with money, but are we really? In this episode, Rob explores how even successful families can fall into emotional traps when making financial decisions. It’s common to cling to a once-great investment, overreact to scary headlines, or become overconfident after a big win. But without recognizing these emotional traps, even the most successful families can drift away from their true financial goals.

Here’s what we discuss in this episode:

🧠 How your brain’s shortcuts can quietly sabotage smart financial choices

šŸ“‰ The hidden emotional costs of holding on too long, or jumping too fast

šŸ’¬ Why success doesn’t make you immune to irrational decisions

šŸ“Š Lessons from real people who faced tough choices and came out stronger

šŸ” The value of a clear, outside perspective, especially when emotions run high

Our website: https://www.axiowm.com/
Phone: 801-717-9237
Schedule your no-cost discovery meeting: https://www.axiowm.com/what-we-do

Get your copy of Rob’s books: https://www.axiowm.com/book
Let us speak at your next event: https://www.axiowm.com/speaking

Check us out on YouTube: https://www.youtube.com/channel/UCtidWpldZGUBLmr24oWy87Q
Facebook: https://www.facebook.com/AxioWM
LinkedIn: https://www.linkedin.com/company/axio-wealth-management-llc/
X: https://x.com/RobShelton_FA
Instagram: https://www.instagram.com/axio.wm/

  continue reading

28 episodes

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