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

CHAPTER

Navigating Financial Planning: Incorporating Non-Sensible Decisions

This chapter explores the challenge that financial advisors face when incorporating non-sensible decisions into financial plans, such as decisions driven by feelings and emotions. The speakers discuss the importance of addressing these desires and aspirations expressed by clients, and the tension advisors feel when clients make decisions that may not align with traditional financial planning metrics.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner