We started this podcast for several reasons, one of which was to provide great content for ER docs. We wanted this to be true whether you’re a client, prospective client, or even a DIY’er. But there’s a bit of irony in our pursuit in that even if listeners pick up and implement a few nuggets of information they hear us discuss, there are likely tons of missed wealth-building opportunities occurring within their financial lives. In order for there not to be, it would require an almost inhuman ability to stay regimented and objective in one’s own financial behaviors and decisions all while completely understanding the nuances of financial planning. Basically, it’s extremely unlikely.

On today’s episode, we’ll discuss how financial planning may seem simple on the surface, but the reality is it spans across many disciplines – psychology, behavior, math, and science. And the irony is not adhering to all facets of financial planning likely means forgoing a substantial amount of wealth.