Everand Logo

Welcome to Everand!

  • Discover millions of ebooks, audiobooks, and so much more with a free trial

    Only $11.99/month after trial. Cancel anytime.

    Psychology of Financial Planning: The Practitioner's Guide to Money and Behavior
    Psychology of Financial Planning: The Practitioner's Guide to Money and Behavior
    Psychology of Financial Planning: The Practitioner's Guide to Money and Behavior
    Audiobook9 hours

    Psychology of Financial Planning: The Practitioner's Guide to Money and Behavior

    Written by Brad Klontz, Charles R. Chaffin and Ted Klontz

    Narrated by Jamie Renell

    5/5

    ()

    Switch to ebook

    About this audiobook

    In Psychology of Financial Planning: The Practitioner's Guide to Money and Behavior, distinguished authors Drs. Brad Klontz, CFP, Charles Chaffin, and Ted Klontz deliver a comprehensive overview of the psychological factors that impact the financial planning client.

    Designed for both professional and academic audiences, Psychology of Financial PLanning is written for those with thirty years in practice as well as those just beginning their journey.

    With a focus on how psychology can be applied to real-world financial planning scenarios, Psychology of Financial Planning provides a much-needed toolbox for practicing financial planners who know that understanding their client's psychology is critical to their ability to be effective.

    The Psychology of Financial Planning is also a much-needed resource for academic institutions who now need to educate their students in the CFP Board's newest category of learning objectives: psychology of financial planning.
    LanguageEnglish
    PublisherAscent Audio
    Release dateNov 22, 2022
    ISBN9781663725141

    Related to Psychology of Financial Planning

    Related audiobooks

    Personal Finance For You

    View More
    View More

    Related podcast episodes

    Related articles

    • Article

      Here’s What Couples Need to Know About Merging Finances

      May 12, 2021

      Personal finances embody deeply rooted emotional characteristics that shape one’s behavior toward their money. It’s important to remember that when sharing finances with a significant other, it’s not a one-size-fits all kind of deal. Individual emoti

      2 min read

    • Article

      Is Your 401(k) or IRA a Sleeping Tax Bear?

      May 7, 2019

      Plenty of retirements these days are built in large part by stashing away money week by week into tax-deferred accounts, such as traditional IRAs or 401(k)s, among other options. And certainly, such accounts can provide a wonderful feeling of confid

      4 min read

    • Article

      WHY YOU ONLY NEED $260k IN SUPER TO RETIRE

      May 31, 2023

      THE SWEET SPOT If you worry that your superannuation savings are inadequate, you’re not alone. Around 65% of Australians retire with less than $250,000 in superannuation. If you’re one of them, however, you could be pleasantly surprised and find you

      3 min read

    • Article

      Why I Love My Whole Life Insurance Policy

      Aug 2, 2018

      At any given family or social event, once someone knows I am a financial planner I always get pulled to the side to answer some burning personal finance question. I can sympathize with doctors. I usually get asked about the market or some stock, but

      3 min read

    • Article

      4 Ways to Share Your Money Smarts with Kids

      Apr 30, 2019

      Do you know anyone who's struggling with managing their personal finances? You probably do. One in 4 adults (25%) do not pay their bills on time, and almost 1 in 3 millennials (32%) feel not at all or not very knowledgeable about how their credit sc

      2 min read

    • Article

      What’s Your Money Personality?

      Mar 20, 2020

      What’s Your Money Personality?
      2 min read

    • Article

      Decoding the 50/20/30 BUDGET

      May 13, 2019

      Decoding the 50/20/30 BUDGET
      2 min read

    • Article

      7 Traits Shared by Every Good Financial Adviser

      Mar 12, 2019

      Thanks to steady technological advances, financial advisers now come in all different shapes and sizes. Gone is the stereotypical besuited man behind a mahogany desk. Now the options range from faceless "robo-advisers" to your friendly neighborhood i

      3 min read

    • Article

      Are You Hiding Symptoms of Poor Financial Health?

      Jul 24, 2019

      A visit to a doctor's office is about as personal -- and for many, uncomfortable -- as it gets. If you've come to the office with symptoms and had tests done, the physician might even have an unpleasant reveal for you about your health and may want t

      4 min read

    • Article

      Do You Need a Financial Planner? 5 Points for and Against Hiring One

      Jul 27, 2021

      Hiring a financial adviser is a big decision, and one that you should weigh carefully before jumping in. That means both doing your research, and maybe even a little personal soul-searching to determine if you’re at a place where you can truly tap in

      5 min read

    • Article

      Wealthy People Need Budgets Too: It's Called Cash Flow Management

      Jan 10, 2020

      In our experience, ultra-high-net-worth individuals underestimate their spending by 25% on average -- and sometimes by as much as 50%. It can be very easy to misjudge your spending when your financial picture is complex. You may not feel that you ar

      3 min read

    • Article

      Behavioural Insights at Work

      May 1, 2019

      Why is it such a great time to be a cognitive scientist right now? More than ever, people are talking about how the brain works, and everyone wants to understand how to change behaviour. As a result, the inner workings of the brain are no longer the

      5 min read

    • Article

      Financial Advice Women Should Seek Before Divorcing or Separating

      Dec 24, 2019

      Contrary to what movies make us believe, rarely does a woman meet with my firm with the goal of taking every last penny from her spouse. Nor do we ever see women who hide assets, so they don't have to give a fair share to their soon-to-be-ex. Nearly

      4 min read

    • Article

      IS IT TIME TO TALK To A Financial Advisor?

      Jan 8, 2023

      TAKE CONTROL AND GET SMART WITH YOUR FINANCES Should you talk to a financial advisor? Some things that might help you to decide include: Are your finances getting ‘big’ on you? Are you comfortable with your current wealth journey? Are you financiall

      2 min read

    • Article

      Take The Personality Test

      Sep 29, 2022

      Take The Personality Test
      4 min read

    • Article

      What Should I Focus On To Build My Savings After A Divorce? I Want To Grow My Investment Portfolio. Do You Have Any Tips To Consider? How Can I Remain Financially Independent While In A Relationship? 8 Name Withheld Do I Need Business Insurance?

      Aug 26, 2023

      Name withheld Jaanre Muller – Wealth Manager, PSG Wealth, Hermanus replies: The first step is to determine what you’re saving for. Having a clear goal allows you to map out your financial plan, which involves some key considerations such as how much

      4 min read

    • Article

      How to Find a Good Financial Professional – or Dump a Bad One

      Dec 11, 2020

      Just as you go to a mechanic to keep your car running smoothly and a doctor to keep healthy, seeing a financial professional can help ensure that you’re on the right track when it comes to your money. Now, more than ever, financial professionals are

      3 min read

    • Article

      Is Your Adviser an Investment Manager or a Life Coach (or Both)?

      Dec 27, 2018

      Investors who seek financial services can have a wide range of needs. They can be relatively simple, such as access to investment vehicles like class Y mutual funds, or they can be complex, like a matriarch of a family of multi-generational wealth wi

      3 min read

    • Article

      Fearless Conversations Can Help You Grow Your Money – and Your Relationships Too

      Jun 7, 2022

      Let’s face it. Talking about money is not one of those conversations most people look forward to. Everyone has different opinions about money: How it’s used, how much you need, how much you should save, how much you should spend. The list is truly en

      3 min read

    Related categories

    Reviews for Psychology of Financial Planning

    5/5

    1 rating0 reviews

    What did you think?

    Tap to rate

    Review must be at least 10 words