Do Your Feelings Belong in Your Financial Plan?
Episode 282
Do Your Feelings Belong in Your Financial Plan?
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Equipping Points:
Most people think financial planning is about calculators, spreadsheets, and strategies. But that’s only half the story. The fact is, your feelings about money can have just as much impact on your retirement as the numbers do. Today, David explores the emotional side of planning and how your legacy goals can be shaped by what you feel, not just what you know.
Here’s some of what we discuss in this episode:
🧩 Whole-Person Planning: Why you want your plan to align your money with your mindset
⚖️ Simple or Complex?: Simplicity in investments can be smarter than complexity
💳 Debt Decisions: Navigating emotional comfort around carrying debt in retirement
📉 Market Emotions: Managing anxiety and confidence through volatility
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Risk Tolerance: How feelings shape your comfort with market ups and downs
Today's Takeaway:
Some of these episodes were recorded under the branding of KC Financial Advisors, which has since rebranded as CreativeOne Advisors Group. Any references to KC Financial Advisors should now be understood as referring to CreativeOne Advisors Group.
