Psychology of Financial Planning

Our very own Dave Yeske recently joined the Gaining Perspective podcast, hosted by Advisor Perspectives, with another esteemed financial planner, Rick Kahler, to discuss the CFP Board’s new book: The Psychology of Financial Planning. This book incorporates new thoughts and materials such as the interpersonal components of financial planning and the effects that money can have on individuals. These concepts aren’t new to us at Yeske Buie; in this podcast, Dave describes how we facilitate conversations incorporating the importance of psychology and the behavioral portion of money. Have a listen below.