Behavioral finance plays a crucial role in the financial planning we do at the Athenian Private Client Group and it’s part of the Human Element Program we roll out for clients. Today we want to explore the psychology of finance, explain our approach, and look at the role it plays in investing.

Here’s what we discuss in this episode:

0:00 – Intro

0:35 – Psychology of finance

2:27 – The questionnaire

4:34 – Observations

6:40 – Behaviors impacting investments

8:28 – The role of an advisor

11:35 – The first steps

Have questions or want to get your financial plan started? Here's how to contact us:

Website: https://theaudibleadvisor.com/

Phone: (727) 754-8418

Email: svassilakos@athenianpcg.com

Watch the show on YouTube: https://bit.ly/3VmzCUx

When we think of retirement, we often imagine a life free of stress, full of leisure and relaxation. However, the truth is that retirement can be one of the most stressful events in a person's life. In this episode, we’ll look at the ways to proactively deal with the stress surrounding the retirement process.

Here’s what we discuss in this episode:

0:00 – Intro

1:31 – Adjusting to a new lifestyle after retirement

3:00 – Embracing new opportunities in retirement

4:50 – Changing priorities over the course of retirement

8:07 – Keeping a sense of perspective

9:52 – The importance of having a good advisor

Have questions or want to get your financial plan started? Here's how to contact us:

Website: https://theaudibleadvisor.com/

Phone: (727) 754-8418

Email: svassilakos@athenianpcg.com

Watch the show on YouTube: https://bit.ly/3VmzCUx

Each generation is currently navigating a unique part of the retirement planning experience. Right ​now, ​the ​baby ​boomers ​are ​retiring ​every ​day ​at ​record ​numbers. ​This major life event comes with a handful of financial planning questions that every baby boomer should be asking, and today we’ll do our best to provide some answers.

Here’s what we discuss in this episode:

0:00 – Intro

1:37 – Managing risk of market volatility

3:17 – Turning saving into retirement income

5:18 – Healthcare costs

7:19 – Passing along your wealth

9:52 – Maximizing Social Security benefits

12:06 – Downsizing or relocating in retirement

Have questions or want to get your financial plan started? Here's how to contact us:

Website: https://theaudibleadvisor.com/

Phone: (727) 754-8418

Email: svassilakos@athenianpcg.com

Watch the show on YouTube: https://bit.ly/3VmzCUx