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Why Most Financial Advice Gets It Backwards — Peter McGahan on Human-First Planning (S2, E2)
Manage episode 494786258 series 3607974
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In this episode of Talk FS, Ryan Venner sits down with Peter McGahan, Chief Executive of Worldwide Financial Planning, to uncover a powerful truth: true financial wellbeing starts with understanding why—not just the numbers. Peter shares how aligning financial planning with human emotional needs—like security, purpose, and connection—leads to better outcomes for clients, teams, and businesses.
Tune in for inspiring lessons on:
✅ Values-led financial advice
✅ The “9 Emotional Needs” every client has (and most ignore)
✅ How to avoid costly emotional decisions in retirement
✅ Why financial planning is not about chasing higher returns
✅ The one question Peter asks daily to grow as a leader
01:20 Understanding the 'why' in financial planning
07:45 Emotional needs and financial security
12:16 The impact of emotional needs on decision making
17:16 Retirement planning and emotional well-being
21:45 Understanding emotional needs in financial planning
28:05 The importance of values in financial advice
37:30 Learning from experience: The Key to Growth
Check out Peter McGahan: https://linktr.ee/PeterMcGahan
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