Kitces and Carl - Real Talk for Real Financial Advisors cover image

Helping Clients Make Decisions That DON'T Make (Financial) Sense: Kitces & Carl Ep 122

Kitces and Carl - Real Talk for Real Financial Advisors

00:00

Navigating Human Emotions and Financial Advice

This chapter explores the significance of financial advice and the use of spreadsheets in financial planning, emphasizing the role of professional judgment in addressing emotional aspects of financial decisions.

Play episode from 31:28
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app