Tag: Behavioral Finance
Passing Down Values, Not Just Assets with Brendan Frazier – Part 2 (Ep. 39)

Passing Down Values, Not Just Assets with Brendan Frazier – Part 2 (Ep. 39)

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Many families avoid talking about money because they fear conflict, awkwardness, or hurting someone’s feelings. 

Jim and returning guest Brendan Frazier break down why family meetings matter more than ever and how they can protect both relationships and legacies. They explore the emotional dynamics that show up when siblings gather, why blended families need a different level of care, and how to talk openly, frequently, and graciously so everyone knows their role long before decisions need to be made. 

This conversation gives families a way to pass on more than assets. It helps pass on values, expectations, and peace of mind.

What to expect from part 2 of this release:

  • Why legacy failures rarely come from documents alone
  • How to talk to your kids about money without oversharing
  • Simple ways to structure a family meeting
  • Key dynamics to watch for in blended families
  • And more!

Resources:

Connect with Jim Sumpter: 

Connect with Brendan Frazier:

About Our Guest: 

Brendan Frazier is the Chief Behavioral Officer at RFG, the host of The Human Side of Money podcast, and a nationally recognized voice on behavioral finance. After starting his career as a consultant to financial advisors around the country, he started his own financial advisory business and was twice named one of Investopedia’s Top 100 Financial Advisors in the U.S. Most recently, he built a global training platform to help financial advisors and their clients better understand the behavioral, psychological, and emotional sides of money. When he’s not diving into the latest behavior and psychology research, he is spending time with his wife Shannon and three kids, Brooks, Shepherd, and Merritt. And, he welcomes all unsolicited advice on how to successfully raise three kids.

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Why Money Choices Get Easier When You Start With Values with Brendan Frazier – Part 1 (Ep. 38)

Why Money Choices Get Easier When You Start With Values with Brendan Frazier – Part 1 (Ep. 38)

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It is easy to think financial planning is all about numbers, but this episode pulls back the curtain to show why the human side matters just as much. 

In this episode, Jim Sumpter, CFP®, sits down with returning guest Brendan Frazier, Chief Behavioral Officer at RFG Advisory, to explore the Golden Circle framework and how understanding your why can shape every financial decision you make. From cash flow to retirement to caring for aging parents, your deeper motivations can either move you forward or keep you stuck. 

This conversation brings clarity to an area most people never slow down long enough to examine.

What to expect:

  • Why your values influence your financial habits
  • How to uncover what really drives your decisions
  • The role of mindset in budgeting and long-term planning
  • How life changes can shift your priorities over time
  • And more!

Resources:

Connect with Jim Sumpter: 

Connect with Brendan Frazier:

About Our Guest: 

Brendan Frazier is the Chief Behavioral Officer at RFG, the host of The Human Side of Money podcast, and a nationally recognized voice on behavioral finance. After starting his career as a consultant to financial advisors around the country, he started his own financial advisory business and was twice named one of Investopedia’s Top 100 Financial Advisors in the U.S. Most recently, he built a global training platform to help financial advisors and their clients better understand the behavioral, psychological, and emotional sides of money. When he’s not diving into the latest behavior and psychology research, he is spending time with his wife Shannon and three kids, Brooks, Shepherd, and Merritt. And, he welcomes all unsolicited advice on how to successfully raise three kids.

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

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

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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)

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

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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.

Jim and Brendan discuss: 

  • (02:49) The psychology of money
  • (08:12) Common resolutions and the challenges in keeping them
  • (12:58) Why cashflow is the foundation of a financial plan
  • (22:11) Overcoming procrastination in estate planning
  • (31:38) How past financial decisions influence future choices
  • And more

Join us to unravel the mental and emotional puzzles that impact your financial journey.

Connect with Jim Sumpter: 

Connect with Brendan Frazier:

About our Guest: 

Brendan Frazier is the Chief Behavioral Officer at RFG Advisory.

Podcast: Play in new window | Download | Embed

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