The Get Ready Money Podcast
The Get Ready Money Podcast with Tony Steuer features insightful conversations with thought leaders who are transforming how we think about money.
Each episode provides actionable tips and meaningful insights to help you ask the right questions, improve your financial conversations, and take control of your financial future. Whether youâre a financial professional or simply looking to strengthen your financial foundation, this podcast will leave you empowered and prepared.
âThe litmus test for a terrific podcast has to be that you found yourself wishing you were âin the roomâ for the conversation you're listening to, so you could participate. I had that feeling when Tony Steuer, CLU, LA, CPFFE and Bobbi Rebell Kaufman, CFPÂŽ were discussing the importance of understanding who you are taking financial advice from, and how much further in life just a little more intention can get you. Worth a listen!â â Karen Holland
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The Get Ready Money Podcast
Beneath the Surface: Understanding the Psychology Behind Your Financial Decisions
đď¸ On this episode of The Get Ready Money Podcast, I spoke with Ashley Quamme, Financial Behavior Officer and host of The Planning & Beyond Podcast, about the hidden forces behind our financial decisionsâand how understanding them leads to healthier money choices.
đ Key Takeaways:
- Align your money with your life goals, values, and sense of purpose.
- Financial therapy helps integrate money into your overall well-being.
- Understand the full context behind financial decisions.
- Be intentional with both your money and your time.
- Your money behavior is the tip of the icebergâexplore whatâs below the surface.
- Advisors should act as co-facilitators, guiding clients with empathy and curiosity.
- Consumers benefit from being upfront about what they donât know
Connect with Ashley Quamme:
Podcast:
- Planning & Beyond Podcast (Apple Podcasts)
Bio:
Ashley Quamme is the Owner of Beyond the PlanÂŽ, a consulting practice that partners with firms to integrate financial psychology into their practice. In addition to her work with advisory firms, she is a speaker and host of Planning & Beyondâ˘, a podcast where she explores the intersection of financial planning and human understanding, bringing practical strategies and insights to advisors and financial professionals.
The Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.