Most investors don’t lose money because they lack knowledge, they lose money because their brain gets in the way.

In Episode 51 of Making Sense of Your Money, Justin Detray, Managing Director and Partner at Wealthspire Advisors, unpack the behavioral biases that quietly drive bad financial decisions, especially during volatile markets.

Justin shares how his background as a former Wall Street proprietary trader shaped his evidence-based approach to wealth management, why “perfect information” is a myth in today’s media cycle, and how clients can avoid making fast, emotional decisions that derail long-term plans.

• Recency bias: why “what just happened” feels like the future
• Anchoring: why investors get stuck on old price levels and past highs
• How the information age creates more decisions, not better decisions
• Why markets often move before headlines (and why it matters)
• How great advisors “coach the psychology,” not just the portfolio
• The underrated power of compounding (and why many people still underuse it)
• Why high earners often don’t spend enough to maximize life today

🎧 If you want clearer thinking, more disciplined investing, and fewer emotional money moves, this episode is for you.

🔗 Learn more: makingsenseofyourmoney.com

#MakingSenseOfYourMoney #DanPascone #JustinDetray #BehavioralFinance #InvestingPsychology #WealthManagement #RecencyBias #AnchoringBias #FinancialPlanning #MarketVolatility #InvestorMindset #Wealthspire

Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.

Most investors don’t lose money because they lack knowledge, they lose money because their brain gets in the way.

In Episode 51 of Making Sense of Your Money, Justin Detray, Managing Director and Partner at Wealthspire Advisors, unpack the behavioral biases that quietly drive bad financial decisions, especially during volatile markets.

Justin shares how his background as a former Wall Street proprietary trader shaped his evidence-based approach to wealth management, why “perfect information” is a myth in today’s media cycle, and how clients can avoid making fast, emotional decisions that derail long-term plans.

• Recency bias: why “what just happened” feels like the future
• Anchoring: why investors get stuck on old price levels and past highs
• How the information age creates more decisions — not better decisions
• Why markets often move before headlines (and why it matters)
• How great advisors “coach the psychology,” not just the portfolio
• The underrated power of compounding (and why many people still underuse it)
• Why high earners often don’t spend enough to maximize life today

🎧 If you want clearer thinking, more disciplined investing, and fewer emotional money moves, this episode is for you.

🔗 Learn more: makingsenseofyourmoney.com

#MakingSenseOfYourMoney #DanPascone #JustinDetray #BehavioralFinance #InvestingPsychology #WealthManagement #RecencyBias #AnchoringBias #FinancialPlanning #MarketVolatility #InvestorMindset #Wealthspire

Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.

Most investors don’t lose money because they lack knowledge they lose money because their brain gets in the way.

In Episode 51 of Making Sense of Your Money, Justin Detray, Managing Director and Partner at Wealthspire Advisors, to unpack the behavioral biases that quietly drive bad financial decisions especially during volatile markets.

Justin shares how his background as a former Wall Street proprietary trader shaped his evidence-based approach to wealth management, why “perfect information” is a myth in today’s media cycle, and how clients can avoid making fast, emotional decisions that derail long-term plans.

💡 What You’ll Learn

Recency bias: why “what just happened” feels like the future

Anchoring: why investors get stuck on old price levels and past highs

How the information age creates more decisions not better decisions

Why markets often move before headlines (and why it matters)

How great advisors “coach the psychology,” not just the portfolio

The underrated power of compounding (and why many people still underuse it)

Why high earners often don’t spend enough to maximize life today

🎧 If you want clearer thinking, more disciplined investing, and fewer emotional money moves this episode is for you.

🔗 Learn more: makingsenseofyourmoney.com

#MakingSenseOfYourMoney #DanPascone #JustinDetray #BehavioralFinance #InvestingPsychology #WealthManagement #RecencyBias #AnchoringBias #FinancialPlanning #MarketVolatility #InvestorMindset #Wealthspire

Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.

Can hostage negotiation tactics actually help you close more deals?

In this milestone 50th episode of Making Sense of Your Money, Sebastian Hidalgo, founder of Dorindo and creator of the SWAT Sales Method, this explore the powerful overlap between tactical negotiation and modern B2B sales. With a background in psychological operations and hostage negotiation training, Sebastian reveals how empathy, authority, and strategic questions close deals faster without brute force pitching.

• Why “don’t pitch prescribe” is the new sales law
• How hostage negotiation rewires the way you sell
• The 3 psychological levers that drive decisions
• Why old-school sales methods (Sandler, Challenger) fall short today
• How to avoid triggering sales resistance and get prospects to open up
• The exact moment you’ve “earned the right to pitch”

Featuring: Dan Pascone & Sebastian Hidalgo

🎧 Ready to replace outdated sales tactics with modern influence strategies? Listen now and transform the way you close.

🔗 www.makingsenseofyourmoney.com

#MakingSensePodcast #DanPascone #SebastianHidalgo #SWATSales #SalesPsychology #HostageNegotiation #SalesMethodology #SalesInfluence #B2BSales #Dorindo #TailoredWealth #ModernSelling #SalesCoaching

Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.

Is your sales engine running on guesswork and heroics or proven process?

In this high-impact episode of Making Sense of Your Money, Gabe Lullo, CEO of AlleyOop, unpack how founders and revenue leaders can build a predictable, high-performing outbound engine. From removing prospecting from your top closers plates to creating structure with SDRs, Gabe reveals how to unlock scale without burning out your team.

• Why your best closers shouldn’t be cold calling
• How to align SDRs to bridge the marketing and sales gap
• The “Alley-Oop” approach to consistent outbound success
• Why founder-led selling hits a ceiling and how to break through
• The math behind opportunity cost and prospecting ROI
• Scaling outbound while keeping brand voice and quality control

Featuring: Dan Pascone & Gabe Lullo

🎧 Ready to replace sales chaos with consistency? Tune in now and learn how the best teams build scalable revenue engines.

🔗 www.makingsenseofyourmoney.com

#MakingSensePodcast #DanPascone #GabeLullo #AlleyOop #SalesDevelopment #SDRStrategy #RevenueGrowth #OutboundSales #SalesProspecting #B2BSales #FoundersJourney #SalesLeadership #TailoredWealth

Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.

What does climbing Everest have to do with financial planning? For Chip Pyfer, everything.

In this riveting episode of Making Sense of Your Money, financial advisor and mountaineer Chip Pyfer explore how facing death at 26,000 feet reshaped his perspective on money, purpose, and legacy. From risking it all in the Khumbu Icefall to guiding clients through the “death zones” of financial fear, Chip shares profound lessons on living intentionally on and off the mountain.

• The mindset shift from chasing summits to defining your “why”
• How fear in finance mirrors fear on the mountain and how to conquer both
• The importance of having a financial Sherpa (and how to find yours)
• A simple discovery framework to align your money with meaning
• What near-death experiences teach us about legacy, family, and fulfillment

Featuring: Dan Pascone & Chip Pyfer

🎧 Ready to rethink what wealth really means? Tune in now for a powerful conversation about fear, focus, and financial clarity. 🔗 www.makingsenseofyourmoney.com

#MakingSensePodcast #TailoredWealth #ChipPyfer #DanPascone #Wealthspire #ClimbYourMountain #EverestLessons #FinancialPlanning #LifePurpose #OvercomingFear #LegacyPlanning #FinancialSherpa #HighNetWorthInsights

Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.

Most high performers are stuck in a hustle crash repeat cycle. But what if scaling success didn’t require burnout?

In this episode of Making Sense of Your Money, Michelle Terpstra founder of Revenue Rascals and fractional CRO this unpack what sustainable high performance really looks like in today’s leadership landscape.

Michelle shares how to build autonomy, embed pleasure into your workflow, and why corporate cultures must evolve if they want to retain elite talent.

• Why autonomy is the value for high-performing sellers
• The dangers of hustle then rest and how to break the burnout loop
• How to retain top talent without endless perks or micromanagement
• Sustainable growth principles for scaling teams and revenue
• How your personal habits affect your long-term wealth and leadership impact

Featuring: Dan Pascone & Michelle Terpstra

🎧 Ready to scale smarter, not harder? Listen now and unlock your next level. 🔗www.makingsenseofyourmoney.com

#MakingSensePodcast #MichelleTerpstra #RevenueLeadership #HighPerformanceHabits #BurnoutRecovery #TailoredWealth #SalesLeadership #FractionalCRO #WorkLifeDesign #ScalingSustainably #DanPascone #WealthStrategy #FinancialFreedom

Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.

Most founders wait too long to plan their exit and leave millions on the table.

In this episode of Making Sense of Your Money, business exit strategist Evan Duke reveal what truly makes a company “sale-ready.” From customer concentration risk to over-reliance on the owner, this conversation breaks down the biggest mistakes founders make and how to fix them before it’s too late.

What You’ll Learn:

• When to start building your exit plan (hint: it’s not when you’re ready to sell)
• Why your business must run without you before a buyer ever signs
• How to identify and reduce valuation killers
• What earnouts really look like and how to maximize them
• Why post-sale planning is just as critical as the sale itself

Featuring: Dan Pascone & Evan Duke

🎧 Ready to exit on your terms? Don’t miss this episode.

🔗 www.makingsenseofyourmoney.com

#MakingSensePodcast #BusinessExit #TailoredWealth #DanPascone #EvanDuke #ExitPlanning #MergersAndAcquisitions #Earnouts #BusinessValuation #FounderLife #EntrepreneurExit #SuccessionPlanning #ExitStrategy #WealthStrategy #BusinessOwnerTips #CEOLife

Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.