Mal and Chae delve into behavioral finance, exploring how emotions, biases, and cognitive limitations influence financial decisions, particularly as individuals approach retirement. The discussion emphasizes the importance of financial education, the need for effective financial planning, and the role of discovery in understanding clients' financial goals. Additionally, military principles are applied to financial planning, highlighting the necessity of having a solid plan, conducting thorough research, and ensuring security in financial decisions. Visit My Iron Plan to learn more. Call (888) 532-0503.

Mal and Chae delve into behavioral finance, exploring how emotions, biases, and cognitive limitations influence financial decisions, particularly as individuals approach retirement. The discussion emphasizes the importance of financial education, the need for effective financial planning, and the role of discovery in understanding clients' financial goals. Additionally, military principles are applied to financial planning, highlighting the necessity of having a solid plan, conducting thorough research, and ensuring security in financial decisions. Visit <a href="https://myironplan.com/">My Iron Plan</a> to learn more. Call (888) 532-0503.

Mal Mason, Chae Kyle and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes.

For more information or to get your own questions answered, call or text (888) 532-0503.

Mal Mason, Chae Kyle and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes.
For more information or to get your own questions answered, call or text (888) 532-0503.