Latest / Legacy Beyond Wealth with Rob Shelton
Are You Really Making Rational Financial Decisions?
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We like to think we’re rational with money, but are we really? In this episode, Rob explores how even successful families can fall into emotional traps when making financial decisions. It’s common to cling to a once-great investment, overreact to scary headlines, or become overconfident after a big win. But without recognizing these emotional traps, even the most successful families can drift away from their true financial goals.
Here’s what we discuss in this episode:
🧠 How your…
The skinny
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