Emotions—not markets—are often the biggest threat to your investment plan. Julina talks with Adam Sarhan, author of Psychological Analysis, about how to make smarter decisions, ask the right questions, and stay calm under pressure—just like smart money does. 

Show Highlights:

13:49 – Why technical and fundamental analysis aren’t enough—and how emotional decisions often override both
24:11 – The three most important questions to ask before making any investment decision
25:08 – How quickly emotions can derail even the best-laid investment plans
31:37 – Practical strategies to recognize and control your emotions when managing money
42:59 – The “Happy Face Project” and what it reveals about mindset and success
47:55 – A timeless lesson from Warren Buffett

Connect with Julina Ogilvie:
Website
YouTube
LinkedIn
Email- [email protected]

Link to Money Market Circle: https://www.smartmoneycircle.com/

Link to Happy Face Project: https://happyfaceproject.org/

The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. The statements and opinions expressed in this podcast are those of the author. PWP cannot guarantee the accuracy or completeness of any statements or data. For current PWP information, please visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with PWP’s CRD #290180