Scheavosky McGawion discusses emotional needs and concerns in financial planning
Listen to the interview on the Business Innovators Radio Network: Interview with Scheavosky McGawion Founder of McGawion Insurance Pros Discussing Emotional Needs and Concerns in Financial Planning
Scheavosky McGawion, founder of McGawion Insurance Pros, discusses the often-overlooked emotional needs and concerns in financial planning. He dives into what financial planning truly entails, going beyond just rates of return and investment figures. Scheavosky emphasizes the importance of understanding clients’ motivations — what drives their financial decisions and how these decisions impact their families. He highlights the significance of addressing risk tolerance and the emotional aspects tied to retirement planning.
Financial planning is often viewed as a purely numerical exercise focused on rates of return and investment strategies. However, as discussed in the podcast episode with Scheavosky McGawion, it is essential to recognize that financial planning also involves addressing the emotional needs …