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March 18, 2025 26 mins

...it's what you do with money that is magic!

 

In this episode of In The Final Analysis, financial advisor Jim Yockey discusses various motivations, goals, and journeys one can have on the road to financial confidence. Jim dives deeper into the behavioral finance psychology around money and emotions, the heightened emotions that come with investing, and how he approaches those emotions as an advisor. We also share resources to help you get to know your money mindset, and why we think human connection is a key piece of the magic.

 

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­­­­­­­­­­­­Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Wisdom Financial Management LLC are not affiliated.

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