Financial planning is often treated like a numbers-only exercise, but emotions play a much bigger role than most people realize. Today, we explore how things like personal preferences, comfort with risk, and lifestyle priorities can influence financial decisions just as much as spreadsheets and projections. Understanding the emotional side of money can help create a plan that not only works on paper but also feels right in real life.
Here's some of what we discuss in this episode:
❤️ Money & Emotions: Why feelings naturally influence financial decisions
🧩 Investment Style: Preference for simplicity versus detail-heavy strategies
📉 Market Volatility: How risk tolerance shows up when markets move
💸 Spending Flexibility: Balancing needs, wants, and lifestyle goals
🎁 Giving & Legacy: How values shape philanthropy and long-term impact
Contact:
Website: http://bradshawfp.com
Email: office@bradshawfp.com
Call: 704-216-2260
