Do you think I'm tripping myself up?
Old Mutual Wealth
Chapters
1:14
How do we sabotage ourselves in terms of achieving our financial goals?
1:49
Explaining cognitive bias and examples of how it occurs in financial planning
3:21
As investors, how are we affected by emotions in the financial planning process?
6:39
How do financial advisers cope when dealing with emotion in a long-term investment?
8:28
What happens when a client decides they know better than their financial adviser?
9:17
How often should a financial plan be updated?
Old Mutual Wealth
Do you think I'm tripping myself up?
Mar 02, 2021
Season 1
Episode 1
Old Mutual
Olwethu Msanabo - Financial Planning Coach at Old Mutual Wealth
Integrated Wealth Planning is designed to co-create a financial plan underpinned by your lifestyle and financial goals. Before it can be about money, it needs to be about you.
For more information visit:
https://www.oldmutual.co.za/hardquestions
