In this episode of Beyond the Dollar Signs: Financial Clarity, Mark Taylan explores why understanding the emotional side of money is essential to building clarity and confidence in financial decisions. He explains how emotions influence everything from risk tolerance to spending habits, often more than numbers or charts ever could. Tune in to hear practical tools, real client stories, and strategies that align money with what truly matters most.
Mark discusses:
- How childhood experiences and family backgrounds influence financial behavior
- Ways couples uncover hidden differences in their views on risk and money
- Practical tools, like risk questionnaires, to create alignment and reduce conflict
- The importance of designing layered strategies that balance emotions with long-term goals
- Real client stories about market timing and overspending in retirement
- The advisor’s role as a “financial gatekeeper
- And more
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