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.
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