103: "Money Mindset: Making Financial Decisions That Stick" with Brian Pasalich, CEO of Behave Technologies

Stuck - Expert Career Advice with Rob and Jamal

You can watch on Youtube: https://youtu.be/ZFXwxoRNQCA
In this episode of Stuck, we explore the psychology of money with behavioral finance expert Brian Pasalich. As CEO of Behave Technology and trainer of over 1,000 financial advisors, Brian shares deep insights into how understanding your financial decision-making style is crucial for making successful life changes.

Brian breaks down the key differences between "analyzers" and "strategizers" in financial decision-making, explains why traditional financial planning often fails, and offers practical approaches for making financial decisions when budgets are tight. He explores how complementary styles in partnerships can be more valuable than alignment, and emphasizes starting with values and goals before making financial plans.

Key Takeaways:

• Understanding your decision-making style is more important than trying to change it
• Four key factors you can control: earn more, spend less, delay goals, or change goals
• Sometimes you need to "suck it up" to achieve longer-term goals
• The importance of aligning financial decisions with personal values

Special Offer: The first 10 listeners to send a voice note to [e-mail] will receive a free financial decision-making style assessment.

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About Brian Pasalich: Brian Pasalich is CEO of Behave Technology and a behavioral finance expert who has trained over 1,000 financial advisors. He helps clients develop clear-headed approaches to financial decisions by understanding their underlying behavioral patterns.

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This show was produced by Rob Curtis, Jamal Stockton and Ximena de la Tijera