Why Money Choices Get Easier When You Start With Values with Brendan Frazier - Part 1 (Ep. 38)

It is easy to think financial planning is all about numbers, but this episode pulls back the curtain to show why the human side matters just as much.

In this episode, Jim Sumpter, CFP®, sits down with returning guest Brendan Frazier, Chief Behavioral Officer at RFG Advisory, to explore the Golden Circle framework and how understanding your why can shape every financial decision you make. From cash flow to retirement to caring for aging parents, your deeper motivations can either move you forward or keep you stuck.

This conversation brings clarity to an area most people never slow down long enough to examine.

What to expect:

Why your values influence your financial habits
How to uncover what really drives your decisions
The role of mindset in budgeting and long-term planning
How life changes can shift your priorities over time
And more!

Resources:

Understanding the Psychology of Money with Brendan Frazier – Part 1 (Ep. 17) https://the-financial-puzzle.blubrry....
Understanding the Psychology of Money with Brendan Frazier – Part 2 (Ep. 18) https://the-financial-puzzle.blubrry....

Connect with Jim Sumpter:

Phone: 205-510-9074
CMC Financial Website: https://www.cmcfp.com/
Personal LinkedIn:   / jamesdsumpter  
Company LinkedIn:   / cmcfinancial  
Facebook: https://www.facebook.com/profile.php?...
Instagram:   / cmcfinancial  
YouTube: CMC Financial -    / @cmcfinancialllc  

Connect with Brendan Frazier:

RFG Advisory: https://rfgadvisory.com/
LinkedIn: Brendan Frazier:   / brendanfrazier  
Wisdom In Wealth with Brendan Frazier:    • Welcome to Wisdom In Wealth with Brendan F...  

About Our Guest:

Brendan Frazier is the Chief Behavioral Officer at RFG, the host of The Human Side of Money podcast, and a nationally recognized voice on behavioral finance. After starting his career as a consultant to financial advisors around the country, he started his own financial advisory business and was twice named one of Investopedia’s Top 100 Financial Advisors in the U.S. Most recently, he built a global training platform to help financial advisors and their clients better understand the behavioral, psychological, and emotional sides of money. When he’s not diving into the latest behavior and psychology research, he is spending time with his wife Shannon and three kids, Brooks, Shepherd, and Merritt. And, he welcomes all unsolicited advice on how to successfully raise three kids.