Most of us know that managing your money can be an emotional roller coaster. Paycheck comes in; we're happy as a lab with a fresh bowl of kibble. Gotta pay bills; we're grumpy as a cat woken from an afternoon nap. And when it comes to investing, we might as well call the local psychiatrist to help us with our perpetual highs and lows based on the market's latest mood.
Chris discussed such items as:
Lessons he's learned about people’s emotions that shape their investing practices
Some of the biggest mistakes wealth advisors make working with clients
Essential tools for advising, mentoring or guiding investor clients
A compelling topic that isn't talked about enough -- and Chris certainly delivers in this candid conversation. Check it out and let us know your thoughts.
Mike Lawson, Host
Married to a beautiful and wonderful wife, raising 5 kiddos (including twins!), enjoy helping others tell their stories, and love surfing SoCal waves. Keep it simple.