RRA Educational Resources/Podcast/Behavioral Finance: Turning Knowledge into Action

Behavioral Finance: Turning Knowledge into Action

Understanding behavioral finance helps grasp the why someone makes certain wants for their retirement known. When you understand how decisions are driven by human emotion, biases, and cognitive function, you build better relationships with your clients and yourself financially for retirement. In this episode, Dave Hall discusses with Saundra Davis, the founder of Sage Financial Solutions, the impact and benefits of understanding behaviors behind financial decisions.

Summary

Understanding behavioral finance helps grasp the why someone makes certain wants for their retirement known. When you understand how decisions are driven by human emotion, biases, and cognitive function, you build better relationships with your clients and yourself financially for retirement. In this episode, Dave Hall discusses with Saundra Davis, the founder of Sage Financial Solutions, the impact and benefits of understanding behaviors behind financial decisions.

Transcript

Transcript Pending

Check out more Events & Webinars below:

Monday, July 07, 2025

Beyond the 60/40 Portfolio: What Retirees Need to Know

Friday, March 07, 2025

Long-Term Care: A Time Bomb For Your Retirement

Friday, March 07, 2025

Tax Planning and Retirement: What Practitioners and Retirees Need to Know

RETIREMENT PLANNING

CONTACT US

1309 Coffeen Avenue, Suite 3851, Sheridan, WY 82801

Email: support@retirementriskadvisors.com

Toll free: 1 (855) 491-0400
​Text us at: 1 (307) 264-2902

logo.png

CONTACT US

1309 Coffeen Avenue, Suite 3851, Sheridan, WY 82801

​Email: support@retirementriskadvisors.com

​Toll free: 1 (855) 491-0400
​​Text us at: 1 (307) 264-2902

RETIREMENT PLANNING

© COPYRIGHT 2024 RETIREMENT RISK ADVISORS. ALL RIGHTS RESERVED.

logo.png

© COPYRIGHT 2025 RETIREMENT RISK ADVISORS. ALL RIGHTS RESERVED.