Podcasts about behavioral financial advisor bfa

Ever wondered why clients resist making financial decisions during life's biggest changes?By focusing on change management and behavioral finance strategies.Erin Wood, Senior Vice President of Financial Planning at Carson Group, joins Ana Trujillo Limón, Director, Editorial, to explore how financial advisors can support clients during major life events. Drawing on Bruce Feiler's concepts of "flashbulb moments" and "life quakes," Erin shares actionable steps for incorporating empathy and structure into planning.Listeners will learn how to apply behavioral finance insights, overcome decision paralysis, and enhance client outcomes through strategic environment adjustments and refined financial approaches.Erin discusses:How change management principles help advisors guide clients through career changes, loss, and other significant life eventsThe influence of "flashbulb moments" and "life quakes" on financial behaviors, and how advisors can navigate these pivotal experiences using Bruce Feiler's frameworkThe five stages of change—pre-contemplation, contemplation, preparation, action, and maintenance—and how to support clients through each stage, especially when partners are at different phasesCommon behavioral biases, including money avoidance, money worship, and money vigilance, and tools like the "postcard exercise" to uncover clients' financial prioritiesEffective methods for overcoming decision paralysis to help clients move past indecision, address biases, and achieve aligned financial goalsHow small changes in the environment, inspired by Dr. Wendy De La Rosa's insights, can enhance financial discipline, such as pairing budgeting with rewardsThe importance of continuous learning in behavioral finance, with recommendations for certifications like the Behavioral Financial Advisor (BFA) for practical applicationAnd much more!Resources:Bruce FeilerEp. 254: Understanding Behavioral Finance to Improve Client Outcomes with Dr. Wendy De La RosaConnect with Ana Trujillo Limón: Carson Group LLCLinkedIn: Ana Trujillo LimónConnect with Erin Wood:LinkedIn: Erin Wood, CFP®, CRPC®, FBS®Sweet Financial PartnersCarson WealthAbout Our Guest: Erin Wood is an experienced financial planning professional with a focus on behavioral finance and change management. She helps clients and advisors navigate the complexities of life transitions by integrating empathy and evidence-based strategies into financial planning. Erin is passionate about continuous education and practical applications of behavioral finance to create more meaningful client relationships.Send us your questions, we'd love to hear from you! Email us at framework@carsongroup.com.

Looking to invest your excess cash? Look no further than this episode of The Confident Retirement, hosted by Kris Flammang. Kris discusses your options for overflowing cash in this new solo episode. Kris has been in the financial services industry since 1999. He currently carries the Chartered Retirement Planning Counselor (CRPC), Accredited Investment Fiduciary (AIF), and Behavioral Financial Advisor (BFA) designations. Flammang breaks down the pros and cons of savings accounts, money market accounts, CDs, and money market funds. Learn about the benefits of having easy access with lower interest rates through savings accounts or higher interest rates with flexible check-writing through money market accounts. And don't forget about CDs, which offer even higher interest rates with a laddering strategy. But for those seeking the highest interest rates of all, riskier money market funds may be the way to go. Flammang emphasizes the need to carefully weigh the options and choose the right account based on individual priorities and needs.   informative episode ofDon't just leave your extra funds in a low-interest savings account! Listen to this informative The Confident Retirement with Kris Flammang about what to do with your excess cash.   Here is what to expect on this week's show: Maximizing excess cash in savings accounts and more Pros and cons of different account types Considering your individual priorities and needs   Connect with Kris: LPFadvisors.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Kris Flammang is a co-owner of LPF Financial Advisors. Kris has been in financial services since 1999 after moving to Florida from his home state of Nebraska. He currently carries the Chartered Retirement Planning Counselor(CRPC) Accredited Investment Fiduciary(AIF) and Behavioral Financial Advisor (BFA) designations. He has co-authored a book on personal financial planning as well.    Listen to this insightful RIA episode with Kris Flammang about his financial services company LPF Financial Advisors. Here is what to expect on this week's show: - How financial advisors are provide the most value during a financial downturn or crisis. - Why it's important for retirees to position themselves to receive recurring payments from investments every month. - How people must understand what it means to start claiming Social Security. - Why loaning friends or family members money might not be the best idea. - How people with extra retirement money must decide how to use it.   Connect with Kris: Links Mentioned: https://www.lpfadvisors.com/ Guest Contact Info: Twitter @kflammang Learn more about your ad choices. Visit megaphone.fm/adchoices

Kris has been in the financial services industry since 1999. He currently carries the Chartered Retirement Planning Counselor(CRPC) Accredited Investment Fiduciary(AIF) and Behavioral Financial Advisor (BFA) designations. He has co-authored a book on personal financial planning. Outside of work, Kris enjoys family, golf, music, reading and exercise. He and his wife, Meg, live in Bradenton with their four children.   Listen to this informative The Confident Retirement episode with Kris Flammang about the top 4 thoughts from 2022.   Here is what to expect on this week's show: Have a war chest. 6-12 months of cushion. Have a financial plan. Think through your ‘what-ifs', a pre-mortem. Control the controllables. Remember what's important. Know your why.   Connect with Kris: LPFadvisors.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Kris has been in the financial services industry since 1999. He currently carries the Chartered Retirement Planning Counselor(CRPC) Accredited Investment Fiduciary(AIF) and Behavioral Financial Advisor (BFA) designations. He has co-authored a book on personal financial planning. Outside of work, Kris enjoys family, golf, music, reading and exercise. He and his wife, Meg, live in Bradenton with their four children.   Listen to this informative The Confident Retirement episode with Kris about the three biggest retirement mistakes to avoid Here is what to expect on this week's show: - Reasons to begin or wait on your social security payments - Three types of retirees - Risks constrained investors have   Connect with Kris: Links Mentioned: https://www.lpfadvisors.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

 Understanding Behavioral Finance, The secret To This Advisor's Success   Welcome to episode #17 of Social Security: Answers From The Experts with Martha Shedden. In this episode Martha sits down with Kris Flammang she picks his brain about many different topics related to financial planning, retirement planning, and how exactly he is able to service his clients so well. Kris is a co-owner of LPF Financial Advisors. Kris has been in financial services since 1999 after moving to Florida from his home state of Nebraska. He currently carries the Chartered Retirement Planning Counselor(CRPC) Accredited Investment Fiduciary(AIF) and Behavioral Financial Advisor (BFA) designations. He has co-authored a book on personal financial planning as well.     Here is what to expect on this week's show: Information about Kris' background and the how being a scuba diving instructor eventually led him to become a financial planner. Why Kris decided to get his Behavioral Financial Advisor designation. How Kris evaluates the work vs life balance in his life and his advice for others. Information about the almost 1200 families that Kris gives financial advice to. A look at the demographics of the people that come to Kris for help in financial planning. A look at the philosophical reasons that led the U.S. to the financial crisis of '08, which Kris talks about in a book he co-wrote. A story about how Kris was able to help a client to really help their financial life as they approached retirement age. Why being honest with someone trying to help you figure out your finances will lead to such better results for everyone. The role of trust in the client and financial planner relationship (it's not as simple as it may seem). The most common questions regarding Social Security that Kris' clients should be asking but unfortunately usually do not.     Relevant Links: https://www.lpfadvisors.com   Connect with Kris: LinkedIn: https://www.linkedin.com/in/kristopher-flammang-crpc®aif®bfa®-97857453/ Facebook: https://www.facebook.com/kris.flammang Twitter: https://twitter.com/kflammang     Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode we cover common mistakes in special needs financial planning and the big question we need to be asking ourselves before making any financial planning move. We go over the difference between a financial planner and financial advisor, discuss what questions to ask when selecting a team, flexible financial planning strategies, and a quick hit list of ideas. About the Guest Andrew Komarow is a Certified Financial Planner™ (CFP™) and founder of Planning Across the Spectrum. Andrew specializes in helping any self-advocating client or family, with or without autism and intellectual disabilities, achieve financial security. He provides expert guidance for life decisions that are either unknown, not easily accessible, or can be complicated to pilot for someone with special needs. Andrew provides a unique perspective for those with special needs, their caregivers, and their families because he has “walked in their shoes,” having received his autism diagnosis late in life.  Andrew is a passionate advocate for autism awareness and has educated himself in everything possible to help the underserved autism community. In addition to his CFP™ designation, Andrew holds a master’s degree in financial services, and is a certified Behavioral Financial Advisor (BFA™), Chartered Special Needs Consultant (ChSNC®), and Associated Estate Planner (AEP®). Andrew sits on the boards for Autism Services & Resources Connecticut, the American College Alumni, and the FOCUS Center for Autism. He is a Connecticut house of representatives Autism Spectrum Disorders Advisory Council appointee and frequently speaks on his own experiences or on various financial and insurance planning topics. Andrew can be reached at andrew@planningacrossthespectrum.com. This show is the 12th of 12 episodes in a series focusing on Special Needs Financial Planning. 

Darryl Lyons is a Certified Financial Planner (CFP) and a Behavioral Financial Advisor (BFA) who is considered an expert in the area of personal finance and author of several books; his latest was endorsed by Dave Ramsey. His company PAX Financial Group has made the Inc. 5000 fastest growing companies in the country. Author, entrepreneur, community leader and family man, he wears many hats and understands what it takes to plan for financial freedom.    Quotes To Remember: "Pay yourself first." "Money impacts our lives in so many ways." "Investing in yourself gives you the best ROI." "There's a lot of opportunity to give back." "Discipline is a muscle."     What You'll Learn: Achieving success in financial planning Developing financial discipline  Saving your way to millions How to invest your money Habits for financial success   Key Links From The Episode:  PAX Financial Group Darryl's LinkedIn James Clear Episode 275 Recommended Books: Content Marketing Secrets by Marc Guberti Podcast Domination by Marc Guberti 18 To 80 by Darryl Lyons Dave Ramsey's books Atomic Habits by James Clear

In this episode of the Trading Justice Podcast, Tim interviews Darryl Lyons about money, markets and retirement planning.  Darryl is the author of the book 18 to 80; A Simple and Practical Guide to Money and Retirement for All Ages.  Tim and Darryl discuss strategies and ideas that anyone can build for all strategies of their life.  Ever curious what are the biggest mistakes a retiree makes?  What are some of the items to consider before you retire?  Listen into the podcast and get some actionable ideas for yourself about retirement planning, and financial planning. Darryl holds licenses in Certified Financial Planner (CFP) and a Behavioral Financial Advisor (BFA).  His interest in behavioral finance is particularly fascinating and he and Tim discuss the works of Daniel Kahnemen regarding psychology, judgement and decision making.  Before the feature presentation, Coach Mark and Tim analyze the market through the Market Skyline.  Markets recently went through a pullback, but they are maintaining bullish trends.  Topics include the Trade War, Economic Reports, Jerome Powell’s recent 60 minutes interview as well as the continued theme of the Global Growth Slowdown.  Last, the coaches answer questions in our popular Coaches Mailbag segment.  What tradable instrument is best to master if you want to leave your 9 to 5 job?  Is there a way to add a few lines to the journal to separate the ETF”s and stock positions?  After about 40 paper trades, at what point would should you go live in your trading?  We answer all of these questions, and even one from Quora.  Enjoy!

Improving Your Behavioral Finance Mind toward Abundance and Prosperity!You've heard "It's not what you earn, but what you keep". Or something like that, right? Well, what you earn and what you keep all comes done to decisions and behaviors. Or it might be the other way around. In either case, Darryl and I are going to do our part to give you a few insights that are likely to put more cash in your pockets. Are you ok with that? Good. Let's go... Meet our Featured Guest Darryl Lyons, Certified Financial Planner (CFP) and a Behavioral Financial Advisor (BFA), is considered an expert in the area of personal finance and author of several books; his latest was endorsed by Dave Ramsey. Darryl’s company PAX Financial Group has made the Inc. 5000 fastest growing companies in the country. Author, entrepreneur, community leader and family man, Darryl wears many hats and understands what it takes to plan for financial freedom. Among his many accolades, Darryl is most proud of the San Antonio Business Journal naming PAX Financial one of the best places to work. He was also a nominee of the John C. Maxwell Leadership Award and recipient of the Small Business Person of the Year award for mentoring others. Darryl was also recognized by the State of Texas and Mayor Ivy Taylor. A community leader, Mayor Julian Castro recognized Darryl for his involvement in redeveloping a part of the city by naming a park, the Darryl W. Lyons park, in his honor. Darryl’s latest mission is to help redefine retirement where we no longer think of retiring but rather PIVOT into the next chapter of life with purpose. This idea is rooted in thousands of one on one conversations with people about money and a relatively new study called behavioral finance. Connect with our guest PaxFinancialGroup.com Resources Mentioned Small Business Big Pressure  Struggling Business Owners, Get Access To My Million Dollar eLearning Platform...I Want To Show You the Power of my eLearning Platform and Invite You To Join my Abundance & Prosperity Mastery Facebook Group. Get a Five Day Sneak Peek! Chances are, you don't know me well enough to jump right into a coaching relationship with me. I get that and respect you for being cautious. So I want you check me out for 5 days. If I can't show you how to greatly increase your revenue in 5 days, I have no business being a business and marketing strategist.  Get access to... My E-Learning program worth $197 per month Live weekly group coaching calls worth $500 a month Access to my website with 1 million dollars’ worth of Business Coaching and 2 million dollars’ worth of turn-key advertising in 120 different fields and industries Weekly video series laying out a step-by-step plan to a Million Dollar Business A closed Facebook group to share ideas with and mentor each other To get 5 days access at no charge (No Credit Card or any form or payment required) simply... Request access to the Abundance & Prosperity Mastery Facebook Group Invite 5 of your friends, who you know could add and receive value from the group Message me the names of those you invited Request Access Here!    Support this podcast

Darryl Lyons, Certified Financial Planner (CFP) and a Behavioral Financial Advisor (BFA), is considered an expert in the area of personal finance and author of several books; his latest was endorsed by Dave Ramsey. Darryl’s company PAX Financial Group has made the Inc. 5000 fastest growing companies in the country. Author, entrepreneur, community leader, and family man, Darryl wears many hats and understands what it takes to plan for financial freedom. Among his many accolades, Darryl is most proud of the San Antonio Business Journal naming PAX Financial one of the best places to work. He was also a nominee of the John C. Maxwell Leadership Award and recipient of the Small Business Person of the Year award for mentoring others. Darryl was also recognized by the State of Texas and Mayor Ivy Taylor. A community leader, Mayor Julian Castro recognized Darryl for his involvement in redeveloping a part of the city by naming a park, the Darryl W. Lyons park, in his honor. Darryl’s latest mission is to help redefine retirement where we no longer think of retiring but rather PIVOT into the next chapter of life with purpose. This idea is rooted in thousands of one on one conversations with people about money and a relatively new study called behavioral finance.