Balancing Financial Wisdom and Emotional Well-being with Brendan Frazier (Ep. 19)
Achieving financial success involves understanding and managing your financial decisions, which can be influenced by your emotions and behaviors.
How can you improve your relationship with money while staying true to your values?
In this episode, Marcia Miller chats with Brendan Frazier, the Chief Behavioral Officer at RFG Advisory, about mastering the emotional and psychological aspects of money management.
With over 25 years in financial services and additional insights from Brendan’s Human Side of Money podcast, you’ll learn strategies to shift from saving to spending and ways to incorporate behavioral finance into your financial planning.
They discuss:
- Strategies for shifting from being a saver to a spender in retirement
- The importance of mental accounting in achieving financial goals
- How clarity and vivid visioning can change your financial behavior
- Identifying and aligning your life’s purpose with your financial decisions
- And more!
Resources:
Connect with Marcia Miller:
- (205) 795-2013
- LinkedIn: Marcia Miller
- mmiller@rfgadvisory.com
Connect with Brendan Frazier:
About our Guest:
Brendan Frazier is the Chief Behavioral Officer at RFG Advisory. He joined RFG after founding Wired Planning, a global training platform for financial advisors. Brendan utilizes his knowledge in behavioral finance to assist RFG advisors and their clients. He holds a BBA in Marketing from Belmont University.
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