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Reaching Beyond

Aug 28, 2020

Dr. Dan Pallesen joins to talk money and this is part 1 of 2 in a series where we deconstruct the intersection of psychology and money.  This episode specifically dives into 3 biases that can ruin your long term financial planning.

Dr. Dan is a licensed clinical psychologist and financial advisor whose focus is in the field of Positive Psychology and Behavioral Finance.  Dr. Dan’s approach with people is to focus on strengths and bring clarity to the issues of purpose and meaning in their lives. He has worked in many settings including counseling centers, private practice, military clinics, and even federal prisons. Dr. Dan currently serves as the Chief of Investor Behavior at Keystone Wealth Partners.

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