The Retirement Risk Show

Behavioral Finance: Turning Knowledge into Action

March 04, 2022 Dave Hall Season 1 Episode 9
The Retirement Risk Show
Behavioral Finance: Turning Knowledge into Action
Show Notes

Understanding behavioral finance helps grasp the why someone makes certain wants for their retirement known. When you understand how decisions are driven by human emotion, biases, and cognitive function, you build better relationships with your clients and yourself financially for retirement. In this episode, Dave Hall discusses with Saundra Davis, the founder of Sage Financial Solutions, the impact and benefits of understanding behaviors behind financial decisions. 

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