• The Behavioral Wealth Podcast

  • 著者： Dr. Dan Pallesen
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The Behavioral Wealth Podcast

著者： Dr. Dan Pallesen
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  • The Behavioral Wealth podcast with Dr. Dan is a discussion of the behaviors that people use to tap into their ability to achieve wealth, health and happiness. Dr. Dan is a financial psychologist and he is passionate about helping others live their best lives. He is a licensed clinical psychologist and financial advisor whose focus is in the field of Positive Psychology and Behavioral Finance. Dr. Dan’s approach with people is to focus on strengths and bring clarity to the issues of purpose and meaning in their lives. He has worked in many settings including counseling centers, private practice, military clinics, and even federal prisons. Dr. Dan currently serves as the Chief of Investor Behavior at Keystone Wealth Partners.
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あらすじ・解説

The Behavioral Wealth podcast with Dr. Dan is a discussion of the behaviors that people use to tap into their ability to achieve wealth, health and happiness. Dr. Dan is a financial psychologist and he is passionate about helping others live their best lives. He is a licensed clinical psychologist and financial advisor whose focus is in the field of Positive Psychology and Behavioral Finance. Dr. Dan’s approach with people is to focus on strengths and bring clarity to the issues of purpose and meaning in their lives. He has worked in many settings including counseling centers, private practice, military clinics, and even federal prisons. Dr. Dan currently serves as the Chief of Investor Behavior at Keystone Wealth Partners.
All rights reserved
経済学
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エピソード
  • Bracket Biases - with Kenny Gatliff

    Bracket Biases - with Kenny Gatliff
    2022/03/25
    Bracket Biases - with Kenny Gatliff by Dr. Dan Pallesen
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    18 分
  • War and Markets

    War and Markets
    2022/03/11
    Dr. Dan reflects on the war in Ukraine and the impact of past geopolitical events on the market. Connect with Dr. Dan at www.drpallesen.com and on Facebook, LinkedIn, and Instagram.
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    14 分
  • Insights Into the Financial Planning Industry - with Chad Fletcher, CFP

    Insights Into the Financial Planning Industry - with Chad Fletcher, CFP
    2022/01/27
    Dr. Dan sits down with his colleague, Chad Fletcher to discuss his background in finance. Chad was initially an insurance salesman who eventually became a financial planner and he discusses some of the differences between those roles. Finally, Chad and Dr. Dan nerd out on the game of golf and the parallels that can be drawn to finance. Connect with Dr. Dan at www.drpallesen.com and on Facebook, LinkedIn, and Instagram.
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    44 分

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