The Financial Puzzle Playbook

The Financial Puzzle Playbook


Understanding the Psychology of Money with Brendan Frazier – Part 2 (Ep. 18)

January 22, 2025

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: 



Connect with Brendan Frazier:



About our Guest: 


Brendan Frazier is the Chief Behavioral Officer at RFG Advisory.