Do Your Feelings Belong in Your Financial Plan?
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Do Your Feelings Belong in Your Financial Plan?
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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
slee@erg-slc.com