Behavioral Finance: The Psychology of Financial Management with Jay Wheeler – [Best of PowerTips Unscripted]

PowerTips Unscripted

It’s not about the money, rather the feelings the money can bring.

In this episode, Jay Wheeler dives into the psychology of financial management and investing in order to provide listeners with the potential reasons behind the way they may manage money.

Whether it’s business or personal finances, Jay describes how to better manage your behavior surrounding spending.

Jay is the President of Wheeler Financial and while he provides traditional financial planning and investment advice, he believes the best value that he provides his clients is helping manage their behavior when it comes to money. He also believes that there is a lot that goes into the decisions we make around our finances and that many of those decisions are based on emotions.

Victoria, Mark and Jay talk more about:

• How behavioral finance differs from traditional financial management
• Using behavior and emotions as a guide for choosing investments
• How behavioral finance applies to investing
• And more…

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