Join Timothy P. Pope, CFP®, as he explores the intersection of behavioral finance and personal decision-making with Jennifer Bower, a seasoned financial coach with roots in the aviation community. With her unique blend of intelligence background and financial acumen, Jennifer offers a fresh perspective on tackling financial challenges and behavioral patterns that impact financial health.

In this episode, Jennifer shares her transformative insights from a fraud investigator to a financial coach, emphasizing proactive financial management to prevent crises. The discussion revolves around practical strategies for navigating life's major transitions financially, whether it's marriage, divorce, or unexpected life events.

What You'll learn from this episode:

• The Realities of Debt and Financial Mismanagement: Insights into common pitfalls that lead to financial distress and how to avoid them, drawn from Jennifer's firsthand experiences as a fraud investigator at a major financial institution.
• Applying Behavioral Science to Finance: Learn how behavioral finance can help you understand and modify your financial habits for better outcomes.
• Financial Coaching Explained: An in-depth look at how financial coaching differs from traditional financial advising, focusing on hands-on, empathetic guidance through personal finance.
• Navigating Life’s Financial Transitions: Strategies for managing financial decisions during major life changes such as moves, marriage or divorce.
• Building a Values-Aligned Financial Plan: Discover how to align your financial actions with your personal values and goals, reducing stress and increasing satisfaction with your financial decisions.
• Planning with Margin of Safety: Tim discusses the importance of building financial plans that allow for unexpected events, emphasizing the need for a margin of safety in personal finance.

Join Tim and Jennifer for a conversation that dives into strategic financial planning while addressing the emotional and psychological aspects of managing money. This episode is crucial for anyone looking to enhance their financial well-being through informed, empathetic approaches to personal finance management.

Resources:
Jennifer Bower
Fortuna Money
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Timothy Pope is a Certified Financial Planner™. Cetera Investors is a marketing name of Cetera Investment Services. Securities and insurance products offered through Cetera Investment Services LLC, member FINRA, SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Cetera is under separate ownership from any other named entity. Tim’s Branch Office is located at 5200 77 Center Drive, Suite 330, Charlotte, NC 28217. The branch phone number is 704-717-8900.

The views depicted in this material are for information purposes only and are not necessarily those of Cetera Investment Advisers.

This Podcast is designed to provide accurate and authoritative information on the subjects covered. It is not, however, intended to provide specific legal, tax, or other professional advice. For specific professional assistance, the services of an appropriate professional should be sought.