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This episode looks into the relationship between personal behavior and the portfolio. Investors are not always rational, have limits to their self-control and are influenced by their own biases. The team tackles this topic by discussing loss aversion, herd mentality and why having a financial plan (and sticking with it) is crucial to achieving long-term financial goals.
Learn More:
- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!
Stay Connected:
- Social Media: Facebook | Instagram | LinkedIn | Twitter
- A Wiser Retirement® YouTube Channel
This podcast was produced by Wiser Wealth Management. Thanks for listening!
By Wiser Wealth Management4.8
4949 ratings
This episode looks into the relationship between personal behavior and the portfolio. Investors are not always rational, have limits to their self-control and are influenced by their own biases. The team tackles this topic by discussing loss aversion, herd mentality and why having a financial plan (and sticking with it) is crucial to achieving long-term financial goals.
Learn More:
- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!
Stay Connected:
- Social Media: Facebook | Instagram | LinkedIn | Twitter
- A Wiser Retirement® YouTube Channel
This podcast was produced by Wiser Wealth Management. Thanks for listening!

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