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July 31, 2025 • 11 mins

Discover how Axio's tailored collaboration can elevate your financial future 👉 https://www.axiowm.com/what-we-do

We like to think we’re rational with money, but are we really? In this episode, Rob explores how even successful families can fall into emotional traps when making financial decisions. It’s common to cling to a once-great investment, overreact to scary headlines, or become overconfident after a big win. But without recognizing these emotional traps, even the most successful families can drift away from their true financial goals.

Here’s what we discuss in this episode:

🧠 How your brain’s shortcuts can quietly sabotage smart financial choices

📉 The hidden emotional costs of holding on too long, or jumping too fast

💬 Why success doesn’t make you immune to irrational decisions

📊 Lessons from real people who faced tough choices and came out stronger

🔍 The value of a clear, outside perspective, especially when emotions run high 

Our website: https://www.axiowm.com/
Phone: 801-717-9237
Schedule your no-cost discovery meeting: https://www.axiowm.com/what-we-do

Get your copy of Rob’s books: https://www.axiowm.com/book
Let us speak at your next event: https://www.axiowm.com/speaking

Check us out on YouTube: https://www.youtube.com/channel/UCtidWpldZGUBLmr24oWy87Q

Facebook: https://www.facebook.com/AxioWM
LinkedIn: https://www.linkedin.com/company/axio-wealth-management-llc/
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Instagram: https://www.instagram.com/axio.wm/

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