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Innehåll tillhandahållet av Bridging The Gap. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Bridging The Gap eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
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The Intersection of Money, Psychology, and Happiness with Shaun Maslyk

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Manage episode 446715907 series 2896155
Innehåll tillhandahållet av Bridging The Gap. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Bridging The Gap eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

In this episode of *Bridging the Gap,* Matt talks with Shaun Maslyk about how our money behaviors are deeply connected to our psychology and overall well-being. They dive into the idea that financial planning isn’t just about managing money but about helping clients align their finances with what truly makes them happy in life. Shaun introduces the concept of "money stories"—those unconscious narratives we develop early on that influence how we handle money today. Understanding these stories is key for financial advisors who want to help their clients make more thoughtful, meaningful financial decisions.

The conversation touches on how financial advisors can step into the role of life guides, not just money managers. Matt and Shaun discuss the importance of helping clients see money as a tool, or the "wind in the sail," that allows them to live a fuller life rather than the destination itself. They explore key life transitions like having a child or losing a parent, which often prompt reflections on these money stories, and stress the value of psychological growth alongside financial growth during these times.

Shaun also shares how he shifted from a traditional financial planner to someone who focuses on the psychological side of money. Techniques like motivational interviewing and tools like the "Money Egg" help clients uncover and reshape the deep-rooted beliefs that drive their financial behaviors. By guiding clients through these discoveries, advisors can build stronger relationships and help them create a more prosperous, purpose-driven life.

More Content For Financial Advisors and Wealth Management Firms

YouTube

Twitter

LinkedIn

  continue reading

187 episoder

Artwork
iconDela
 
Manage episode 446715907 series 2896155
Innehåll tillhandahållet av Bridging The Gap. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Bridging The Gap eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

In this episode of *Bridging the Gap,* Matt talks with Shaun Maslyk about how our money behaviors are deeply connected to our psychology and overall well-being. They dive into the idea that financial planning isn’t just about managing money but about helping clients align their finances with what truly makes them happy in life. Shaun introduces the concept of "money stories"—those unconscious narratives we develop early on that influence how we handle money today. Understanding these stories is key for financial advisors who want to help their clients make more thoughtful, meaningful financial decisions.

The conversation touches on how financial advisors can step into the role of life guides, not just money managers. Matt and Shaun discuss the importance of helping clients see money as a tool, or the "wind in the sail," that allows them to live a fuller life rather than the destination itself. They explore key life transitions like having a child or losing a parent, which often prompt reflections on these money stories, and stress the value of psychological growth alongside financial growth during these times.

Shaun also shares how he shifted from a traditional financial planner to someone who focuses on the psychological side of money. Techniques like motivational interviewing and tools like the "Money Egg" help clients uncover and reshape the deep-rooted beliefs that drive their financial behaviors. By guiding clients through these discoveries, advisors can build stronger relationships and help them create a more prosperous, purpose-driven life.

More Content For Financial Advisors and Wealth Management Firms

YouTube

Twitter

LinkedIn

  continue reading

187 episoder

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