Beneath the Surface: Understanding the Psychology Behind Your Financial Decisions

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🎙️ On this episode of The Get Ready Money Podcast, I spoke with Ashley Quamme, Financial Behavior Officer and host of The Planning & Beyond Podcast, about the hidden forces behind our financial decisions—and how understanding them leads to healthier money choices.

🔑 Key Takeaways:

• Align your money with your life goals, values, and sense of purpose.
• Financial therapy helps integrate money into your overall well-being.
• Understand the full context behind financial decisions.
• Be intentional with both your money and your time.
• Your money behavior is the tip of the iceberg—explore what’s below the surface.
• Advisors should act as co-facilitators, guiding clients with empathy and curiosity.
• Consumers benefit from being upfront about what they don’t know

Connect with Ashley Quamme:

• LinkedIn (here)
• Beyond The Plan Website (here)
• Beyond The Plan Instagram (here)

Podcast:

• Planning & Beyond Podcast (Apple Podcasts)

Bio: 

Ashley Quamme is the Owner of Beyond the Plan®, a consulting practice that partners with firms to integrate financial psychology into their practice. In addition to her work with advisory firms, she is a speaker and host of Planning & Beyond™, a podcast where she explores the intersection of financial planning and human understanding, bringing practical strategies and insights to advisors and financial professionals.

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The Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.