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Unlock the secrets behind your financial decisions with Rob McDonald, a distinguished financial expert with 25 years of industry experience. Rob breaks down the psychology of money management, sharing key insights from his acclaimed book, "The Seven Pillars of Financial Health: Partnering with a Professional to Thrive." Learn how understanding human behavior is crucial to financial planning, and discover why knowing what to do isn't enough—it's about cultivating the right mindsets and habits. Rob draws compelling parallels between financial health and physical health, illustrating how professional guidance can be as critical in finance as it is in sports coaching.

Join us as we dive deep into the role of financial planners in helping you stick to long-term plans, especially during times of market volatility. This episode underscores the importance of empathy in financial advice—understanding your unique values and habits while offering guidance that respects your lifestyle. Rob also highlights the courage financial planners need to challenge impulsive decisions and steer you back towards your financial goals. Transitioning from a sales-driven service to an advisory role, the financial planning profession now stands as a cornerstone for sustained financial success. Tune in for a conversation that will reshape how you view your financial well-being and the professionals who help you achieve it.

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