Thursday Email: Shaun Maslyk

October 24, 2024

Bridging the Gap is a weekly podcast focused on evolving the wealth management industry.

Each week we look to inspire innovation and continued progression to serve more families via these transformative conversations with leaders both in and out of our industry.

The Intersection of Money, Psychology, and Happiness with Shaun Maslyk

In this episode of Bridging the Gap, Matt and Shaun Maslyk explore how financial behaviors are shaped by early money experiences, or "money stories," and how understanding these can lead to more intentional financial decisions. They discuss the evolving role of financial advisors as guides who help clients align their wealth with life goals, particularly during pivotal transitions. Techniques like motivational interviewing and tools such as the "Money Egg" are highlighted as ways to help clients uncover and reshape their financial beliefs for a more meaningful life.

Jump to this:

[14:44] Delving into the past enables us to understand patterns and gain awareness, which helps influence present actions and shape our future.

[31:01] Technology aids finance and fosters deeper, meaningful conversations about money, happiness, and living a fulfilling life.

The best is ahead!

-Matt