
Helping Clients Make Decisions That DON'T Make (Financial) Sense: Kitces & Carl Ep 122
Kitces and Carl - Real Talk for Real Financial Advisors
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.
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