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The Behavioral Wealth Podcast

The Behavioral Wealth Podcast

Dr. Dan Pallesen
Business

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.

62 - Bracket Biases - with Kenny Gatliff
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  • 62 - Bracket Biases - with Kenny Gatliff

    Bracket Biases - with Kenny Gatliff by Dr. Dan Pallesen

    Fri, 25 Mar 2022 - 17min
  • 61 - War and Markets

    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.

    Fri, 11 Mar 2022 - 14min
  • 60 - Insights Into the Financial Planning Industry - with Chad Fletcher, CFP

    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.

    Thu, 27 Jan 2022 - 43min
  • 59 - Expect the Unexpected...and the Expected

    As with any year, 2022 will have its unexpected events that will impact your investments. But there are also a few things that we can expect. Dr. Dan discusses both the unexpected and expected as we head into 2022. Connect with Dr. Dan at www.drpallesen.com and on Facebook, LinkedIn, and Instagram.

    Thu, 20 Jan 2022 - 14min
  • 58 - New Year's Resolutions and Alphabet Soup

    Dr. Dan kicks off the new year discussing New Year's Resolutions and how to best maintain them. He offers 3 simple strategies to follow in order to make sure those resolutions stick: "SWOT" Analysis - S: Strengths - W: Weaknesses - O: Opportunities - T: Threats "WOOP" Method (www.woopmylife.org) - W: Wish - O: Outcome - O: Opportunity - P: Plan "SMART" Goals - S: Specific - M: Measurable - A: Attainable - R: Relevant - T: Time-Oriented Connect with Dr. Dan at www.drpallesen.com and on Facebook, LinkedIn, and Instagram.

    Fri, 07 Jan 2022 - 20min
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