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Do Your Feelings Belong in Your Financial Plan?

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Manage episode 519202958 series 2446480
Content provided by Sean Lee. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Sean Lee 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.

📞 Get your customized planning started by booking a 15-minute consultation:

https://calendly.com/erg-slc/15minutediscoverycall

📘 Grab Your FREE Copy of "Rounding Third"

http://rounding-third.elevatemyretirement.com/

Most people think financial planning is about calculators, spreadsheets, and strategies. But that’s only half the story. The truth is, your feelings about money can have just as much impact on your retirement as the numbers do. In this episode, Sean explores the emotional side of financial planning. At the end of the day, numbers give us the framework, but your feelings help define the plan that truly fits you.

Here’s what we discuss in this episode:

⚖️ Simplicity vs. Detail: Finding the balance between data and emotional clarity

📉 Market Emotions: Why volatility often triggers impulsive reactions

💳 Debt Decisions: Understanding the emotional side of being debt-free or not

🧠 Behavioral Finance: How awareness helps you make calmer, wiser choices

Contact us:

(801) 639-0095

[email protected]

  continue reading

150 episodes

Artwork
iconShare
 
Manage episode 519202958 series 2446480
Content provided by Sean Lee. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Sean Lee 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.

📞 Get your customized planning started by booking a 15-minute consultation:

https://calendly.com/erg-slc/15minutediscoverycall

📘 Grab Your FREE Copy of "Rounding Third"

http://rounding-third.elevatemyretirement.com/

Most people think financial planning is about calculators, spreadsheets, and strategies. But that’s only half the story. The truth is, your feelings about money can have just as much impact on your retirement as the numbers do. In this episode, Sean explores the emotional side of financial planning. At the end of the day, numbers give us the framework, but your feelings help define the plan that truly fits you.

Here’s what we discuss in this episode:

⚖️ Simplicity vs. Detail: Finding the balance between data and emotional clarity

📉 Market Emotions: Why volatility often triggers impulsive reactions

💳 Debt Decisions: Understanding the emotional side of being debt-free or not

🧠 Behavioral Finance: How awareness helps you make calmer, wiser choices

Contact us:

(801) 639-0095

[email protected]

  continue reading

150 episodes

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