Are you making the most of your financial decisions, free from the influence of emotions? In this episode, we sit down with Clayton Shearer, Managing Partner at Strategic Partners Financial Group, to explore the crucial role of working with the right financial professional. We delve into the factors that impact your experience and relationship with a financial planner, and how they help remove the emotional barriers that often cloud our financial decision-making process.
You will learn misconceptions about financial advisors and the importance of prioritizing your financial foundations, such as college funds, emergency funds, and retirement savings, before venturing into investments. Don’t settle for less when it comes to your financial future. Tune in to gain practical tips, clarity, and the confidence to make informed decisions, free from the burden of emotions.
What You’ll Learn In Today’s Episode:
- How Clayton got involved in financial planning.
- Why Clayton is an independent wealth advisor.
- How to remove the emotion behind financial and real estate decisions.
- Common misconceptions around financial advisors.
- Why financial advisors are not only for wealthy people.
- The benefit of having a financial advisor.
- Where to start if you’re interested in financial help.
Ideas Worth Sharing:
- “What we do as financial planners is remove the emotion in the financial decisions you are making in day-to-day life.” – Clayton Shearer
- “You want an advisor who is on your side and wants to help you get better. If your advisor is not helping you get to a better place and doesn’t have your best interest at heart, you should fire them.” – Clayton Shearer
- “If you get into real estate investing, you have the emotion 100% removed from the conversation or else you’re going to end up making a horrible decision.” – Clayton Shearer
Resources In Today’s Episode:
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