Dr. Preston Cherry

New Episode of Psych & Stuff: ‘Money on Your Mind? Financial Psychology with Prof. Preston Cherry’

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by University of Wisconsin Green Bay

Psychology Podcast Psych & Stuff is back with a new episode. UW-Green Bay Professors Ryan Martin and Georjeanna Wilson-Doenges, chat with Prof. Preston Cherry (Personal Finance) about financial health and the new field of financial psychology. This episode covers the importance of financial literacy and how financial decision-making can be impacted by personality traits and other psychological factors.

Listen to the newest episode here.

Read the full article: https://news.uwgb.edu/phlash/announcements/02/08/new-episode-of-psych-stuff-money-on-your-mind-financial-psychology-with-prof-preston-cherry/ 

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The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

Ashley SaundersNew Episode of Psych & Stuff: ‘Money on Your Mind? Financial Psychology with Prof. Preston Cherry’
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Episode 111: Know Your Client’s Personality To Provide Better Advice with Dr. Preston Cherry

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The regulators make us attest we know our clients. However, do we really know what makes them tick? Dr. Preston Cherry joins us today to discuss personality models and how they can improve how we deliver advice.
Do you want to get regular updates on news from Dr. Cherry and other guests of our show? Go to https://thatannuityshow.com and subscribe to our newsletter. We hope you enjoy the show.
Links mentioned in this episode:

Thank you to our show sponsor, The Index Standard!

Fixed Index Annuities and RILAs are getting more complex and technical just when fiduciary rules are getting stricter. How do you choose the right index and allocate to them? The Index Standard is your answer. They are an independent provider ratings and forecasts on all indices and ETFs used in the US insurance space. Their process is systematic and unbiased, identifying robust and well-designed indices. We all know finance is complex and The Index Standard has a clear ratings system and uses approachable language to demystify this complexity. Visit theindexstandard.com for more information.

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Show Sponsors

The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

Ashley SaundersEpisode 111: Know Your Client’s Personality To Provide Better Advice with Dr. Preston Cherry
read more