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3 Money Beliefs You Need To Change Right Now w/ Ted McLyman
Description
Ted was a traditional Registered Investment Advisor (RIA) for two decades after retiring from the Marine Corps as a Lt. Col. He built the allocation models, crunched the numbers, and pushed the same one-size-fits-all plans the rest of the industry sells.
But then he watched the real world happen and realized he was wrong. Smart people make irrational financial choices the moment life gets in the way. He realized that if the product and plan are perfect but the behavior is broken, the entire strategy collapses.
He sold his practice, dropped his licenses, and became a Reformed Financial Advisor. Today, he's the co-founder of DreamSmart Behavioral Solutions. His latest book, Confessional of a Reformed Financial Advisor (Yep, It's Mostly BS), is his manifesto on spending smart. Why? Because you likely have a behavioral wealth gap, and not even know it.
BS, Colgate; MS, Boise State; MPA, Pepperdine. Author of five books on money behavior. Lifelong endurance athlete and former Ironman Age Group All-World Triathlete.
Connect With Ted: https://tedmclyman.com
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