When was the last time you paused to truly assess your financial life?
In this episode of Wisdom in Wealth, Brendan Frazier, Chief Behavioral Officer at RFG Advisory, explores a single habit that can unlock clarity, calm, and next-step confidence in your financial life: the annual personal financial assessment.
Much like a routine physical with your doctor, this checkup is designed to help you spot what’s going well and where silent gaps may be hiding. It’s not just about dollars and decimals; it’s about awareness, alignment, and control.
In this episode:
- How to use reflection as a strategy, not just a mindset
- The behavioral science behind pausing and assessing
- Why this annual habit can keep you mindful year round
Dive in to hear how this self-assessment has helped clients like you spark powerful conversations, uncover new opportunities, and gain clarity.
Click play to watch the full episode or explore our library of Wisdom in Wealth episodes.
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