January 2025 – The Financial Puzzle Playbook

Understanding the Psychology of Money with Brendan Frazier – Part 2 (Ep. 18)

By The Financial Puzzle Playbook | January 22, 2025

What if money could buy happiness?

In this episode, Jim Sumpter, CFP®, and Brendan Frazier, Chief Behavioral Officer at RFG Advisory, continue their conversation about understanding the psychology of money with a focus on whether money can buy happiness. They unpack this fascinating question by diving into the often-overlooked connection between financial planning and happiness. A personal journey through the emotions and psychology of money, they explore how intentional spending can bring joy and fulfillment.

Jim and Brendan discuss:

(02:00) Understanding the real value of money
(10:00) How life events reshape your financial mindset
(22:00) The impact of intentional spending on happiness
(29:00) Behaviors around investing and how to navigate uncertainty
And more

Tune in to discover how organizing your financial puzzle with a focus on cash flow and intentionality can lead to a more meaningful, happier life. Whether you’re a rookie in financial planning or a seasoned pro, this conversation will resonate with anyone looking to make smarter financial choices.

Connect with Jim Sumpter:

Connect with Brendan Frazier:

About our Guest:

Brendan Frazier is the Chief Behavioral Officer at RFG Advisory.

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Understanding the Psychology of Money with Brendan Frazier – Part 1 (Ep. 17)

By The Financial Puzzle Playbook | January 8, 2025

Are your financial decisions guided more by emotion than reason? Discover how understanding your financial behaviors can transform your money management skills.

In this episode, Jim Sumpter, CFP®, is joined by Brendan Frazier, Chief Behavioral Officer at RFG Advisory. They explore the often-overlooked psychological and emotional aspects of financial planning. You’ll learn why cash flow is the lifeblood of your financial plan and how small, incremental changes can lead to significant improvements in managing your finances. Brendan shares insights into behavioral barriers that often keep us from making the best financial decisions and offers strategies to help overcome them.