The Financial Puzzle Playbook

Understanding the Psychology of Money with Brendan Frazier – Part 2 (Ep. 18)
What if money could buy happiness?
In this episode, Jim Sumpter, CFP®, and Brendan Frazier, Chief Behavioral Officer at RFG Advisory, continue their conversation about understanding the psychology of money with a focus on whether money can buy happiness. They unpack this fascinating question by diving into the often-overlooked connection between financial planning and happiness. A personal journey through the emotions and psychology of money, they explore how intentional spending can bring joy and fulfillment.
Jim and Brendan discuss:
- (02:00) Understanding the real value of money
- (10:00) How life events reshape your financial mindset
- (22:00) The impact of intentional spending on happiness
- (29:00) Behaviors around investing and how to navigate uncertainty
- And more
Tune in to discover how organizing your financial puzzle with a focus on cash flow and intentionality can lead to a more meaningful, happier life. Whether you’re a rookie in financial planning or a seasoned pro, this conversation will resonate with anyone looking to make smarter financial choices.
Connect with Jim Sumpter:
- 205-510-9074
- CMC Financial
- LinkedIn: Jim Sumpter
- LinkedIn: CMC Financial
- Facebook: CMC Financial
- Instagram: CMC Financial
- YouTube: CMC Financial
Connect with Brendan Frazier:
About our Guest:
Brendan Frazier is the Chief Behavioral Officer at RFG Advisory.