• Ep 024: Beyond Numbers: The Psychology of Financial Planning

  • Nov 1 2023
  • Length: 33 mins
  • Podcast

Ep 024: Beyond Numbers: The Psychology of Financial Planning

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  • Summary

  • On this episode, hosts Bernard Surovsky and Larry Kriesmer interview Matt Page, a financial planner at Lucas Group Financial Partners in Sacramento, California. In this episode, they explore topics such as anticipating clients' cash flow needs, the evolution of investment products, and the challenges the bond market faces. The hosts also touch on industry improvements, marketing strategies, and the importance of understanding clients' psychological and emotional needs. Matt's prediction that stocks will perform well over the long term is just the cherry on top.   Matt Page is a Partner at Lucas Group Financial Planners, Inc., which has been providing financial planning and wealth management services to clients for over 40 years. Matt is aCertified Financial Planner with more than two decades of experience. Throughout this time, he has shown his commitment to offering a high level of service and actionable insights to clients about their finances.   What you’ll learn about in this episode: • How comprehensive financial planning involves fitting all the pieces of a client's financial life together based on their goals and needs. • Why asset allocation strategy should consider clients' cash flow needs and adjust investments accordingly. • How building relationships and understanding the psychology of financial planning are crucial in serving clients effectively.   Matt Page Resources: https://lucasplanners.com https://facebook.com/twentyoverten https://twitter.com/twentyoverten https://instagram.com/twentyoverten   Measured Risk Portfolios Resources: https://www.measuredriskportfolios.com https://www.linkedin.com/company/measured-risk-portfolios/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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