Tag: #Retirement
Balancing Financial Wisdom and Emotional Well-being with Brendan Frazier (Ep. 19)

Balancing Financial Wisdom and Emotional Well-being with Brendan Frazier (Ep. 19)

By |

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: 

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.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
Vet Your Finances With Marcia Miller (Ep. 1)

Vet Your Finances With Marcia Miller (Ep. 1)

By |

Is your financial plan tailored to your unique needs and life stage?

Planning your financial future isn’t just about numbers; it’s about living your best life. Financial advisor Marcia Miller talks candidly about her career journey, her specialization in advising veterinarians, and the wisdom she’s accumulated over 25 years in the industry.

In her inaugural episode of Making Hay, Marcia dives into:

  • Why veterinarians resonate with her due to their “servant’s heart”
  • Actionable steps for young and near-retirement professionals to make the most of their finances
  • The necessity of a holistic financial planning approach, including collaboration with CPAs and attorneys
  • The essence of her mantra “don’t quit,” and its role in finance and life
  • And much more!

Resources:

Connect with Marcia Miller: 

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More