Four Hidden Forces That Shape Every Money Decision, Plus Estate & Investment Mistakes Heard at the Dinner Table
Ever wonder why even the smartest financial plans sometimes fail in real life? On this week’s Best of Simply Money podcast, Bob and Brian unpack the four invisible forces—emotional, social, generational, and logical—that quietly drive every financial decision you make. From keeping up with friends at dinner parties to the money scripts you inherited from your parents, they’ll reveal how these hidden influences can sabotage your best-laid plans—and how to get back in control.
Bob and Brian also dive into common estate, investment, tax, and insurance mistakes high-net-worth families. Plus, what divorcing couples often overlook financially, and how to avoid being one of them.
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