Brendan Frazier: Smart Investment Management for Beginners | Self-improvement Atlas #20

In this episode, host Aditi Kutty is joined by Brendan Frazier, the founder of Wired Planning and the host of The Human Side of Money podcast, who was named one of Investopedia’s Top 100 Financial Advisors in 2021 and 2022

Investing wisely when you’re young can significantly benefit your future. It lays a solid financial foundation that allows you to enjoy your golden years and have a brighter future. But, diving into effective investment management might initially seem complex. Therefore, Brendan Frazier explores investment management in a simple manner for beginners in this podcast.

Meet Brendan Frazier

Brendan Frazier is the brain behind Wired Planning. He hosts The Human Side of Money podcast and is a prominent keynote speaker. He’s been recognized by Investopedia as one of the Top 100 Financial Advisors for both 2021 and 2022.

Brendan leads a global community and training program aimed at helping advisors master the human aspect of financial advice. This, in turn, enriches their clients’ lives and transforms their business trajectory.

About the episode

In this podcast episode hosted by Aditi Kutty, Brendan shares invaluable insights about smart investment management for beginners. He highlights the emotional facets of money and underscores the importance of comprehending our thoughts and feelings when making financial choices, particularly regarding investments.

Throughout the podcast, Brendan continually stresses the role emotions and beliefs play in successful investing. He encourages aligning financial decisions with personal values and investing in experiences that bring happiness and fulfillment. Brendan openly shares personal instances of prioritizing spending on creating lasting memories with his family, as it aligns with his core values.

He also acknowledges the potential hurdles one might face in achieving successful investments, with emotions and beliefs being the most significant obstacles. Brendan advises viewers to have confidence in the market’s resilience and to maintain a long-term perspective, especially during uncertain periods.

At the heart of Brendan’s guidance lies embracing a consistent, long-term investment strategy by implementing smart investment management practices. He suggests focusing on low-cost index funds or ETFs (Exchange-Traded Funds) and setting up automated contributions to reduce reliance on willpower. This approach simplifies smart investing, making it a habitual practice that leads to financial accomplishment.

Brendan’s approach to smart investment management is deeply rooted in self-awareness and recognizing what truly holds importance. He encourages reflecting on past experiences and regularly updating priorities as life evolves. By doing so, individuals can make investment choices that align with their values, moving them closer to their financial objectives.

In conclusion

Smart investment management for beginners involves understanding emotions, aligning financial decisions with personal values, and investing in experiences that bring joy. By adopting a consistent, long-term investment strategy and investing in self-improvement, you can overcome any financial obstacles, steer clear of emotionally driven choices, and construct a more prosperous financial future.

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