The Stacking Benjamins Show
How Pros Build Motivation Into an Effective Financial Plan (SB1659)
Mar 21, 2025
Jesse Kramer, host of the Personal Finance for Long-Term Investors podcast, and Dana Anspach, a CFP and retirement planning expert, dive deep into the art of financial motivation. They explore why many struggle with financial planning and how goal-setting psychology influences our habits. Dana shares insights on how tracking retirement balances can drive savings, while they discuss the need for financial advisors to take on more active roles, akin to sports coaches. Plus, a fun trivia segment about junk fees adds a playful twist!
01:04:39
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Quick takeaways
- Understanding personal motivations, whether positive aspirations or fears, significantly impacts engagement with financial planning and decision-making.
- Regularly tracking financial goals is essential as it correlates with better outcomes and helps align spending with projected plans.
Deep dives
Understanding Small Business Insurance Needs
Small business owners have specific insurance needs that can evolve as their ventures grow. Selecting the right coverage is essential to safeguard what matters most to the business. By working with a local insurance agent, owners can gain a clearer understanding of their options and receive tailored support that aligns with their specific goals. Insurance should be viewed as a dynamic necessity that adapts alongside the business, offering peace of mind as owners focus on their passions.
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