
The Emotional Side of Financial Planning
Kelley's Bull Market News with Kelley Slaught · Kelley Slaught
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Show Notes
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.
www.californiawealthadvisors.com
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