The Problem With Financial Advisors (Or Why I Love My Job So Much) December of last year, I shared the pilot episode of The Engineer of Finance podcast. I was eager (and a little nervous) to see how listeners and clients would respond to an engineer...
I decided to write a blog revisiting a concept I discussed on one of my podcasts, Episode 11: Why We Don’t Make Financial Decisions called “the raft phenomenon.” For years I have joked about the raft phenomenon when I’d invite friends, family, and clients out on our...
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