In this episode of More Than Commas, Cory explores one of the most overlooked roles of a financial advisor: protecting clients from their own instincts. It's not just about picking investments or predicting the market, it's about acting as a guardrail when fear and desire tempt us into costly mistakes. Cory illustrates how emotions drive poor financial decisions, from panic-selling during downturns to chasing trends at market peaks. Advisors provide perspective, discipline, and strategy, ensuring clients stay aligned with their long-term goals. Using vivid analogies, Cory shows how advisors add real value, especially during turbulent times. He challenges listeners to rethink what they expect from an advisor, focusing less on promised returns and more on partnership, clarity, and peace of mind in building a life that truly matters.

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Timestamps:

00:50 – March 2020: emotions vs. the market

01:40 – Fear, desire & behavioral finance traps

02:50 – Advisors as guardrails against bad decisions

04:10 – Why outside perspective matters in money decisions 05:20 – Guardrails, budgets & freedom through discipline

06:40 – Advisors as chefs: strategy vs. randomness

07:50 – Final takeaway: advisors help you live better, not just invest better

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