『Taming the Financial Chaos』のカバーアート

Taming the Financial Chaos

Taming the Financial Chaos

著者： Matt McCoy CFP® CRPC® AWMA®
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When it comes to making decisions about our finances, it's not just about the numbers. In Taming the Financial Chaos we're looking at why we make the decisions we do and how those decisions affect the outcome.


Matt McCoy is a registered representative of Lincoln Financial Securities Corp. Investments and advisory services offered through Lincoln Financial Securities Corporation, Member SIPC*. Insurance offered through LIncoln affiliates and other fine companies. Securities offered to residents of AL, AZ, CT, FL, HI, MD, ME, NC, NY,PA, SC, TX & VA. Advisory services offered to residents of NC & TX. Branch Office: 1010 North Elm Street, Greensboro, NC 27401. Principles of Financial Planning is not an affiliate of Lincoln Financial Securities Corporation.

Lincoln Financial Securities and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances.

See Lincoln Financial Securities (LFS’) Form CRS Customer Relationship Summary, available here**, for succinct information about the relationships and services LFS offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFS’ Forms ADV, Part 2A, which describes LFS’ investment advisory services, Regulation Best Interest Disclosure Document, which describes LFS’ broker-dealer services, and other client disclosure documents can be found here.** LFS-5708180-052623

*www.sipc.org

**https://www.lincolnfinancial.com/public/microsite/lincolnfinancialsecurities/home?utm_source=typed&utm_medium=micrositeredirect&utm_campaign=LincolnFinancialSecurities

© 2025 Taming the Financial Chaos 個人ファイナンス 経済学
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  • What Galileo Can Teach Us About Advice

    What Galileo Can Teach Us About Advice
    2025/05/27

    In this episode, we’re taking a little detour from the usual financial talk—because sometimes, the most powerful lessons come from unexpected places.

    We kick things off with a story about Galileo (yes, the telescope guy) and what happened when he challenged what everyone thought was true. It’s not just a history lesson - it’s a reminder of how easy it is to dismiss new ideas without truly listening. And honestly, we see a lot of that happening today.

    As financial advisors and as human beings, we all give advice, whether we realize it or not. So the real question is: what kind of advisors do we want to be? Are we helping others, or just serving ourselves?

    We're also talking about why staying curious, open, and kind matters more than ever in this crazy world.

    What You’ll Hear:

    • A fresh perspective on Galileo and why his story still matters
    • Why we’re all “advisors,” even if we don’t have the title
    • How we can give better advice by listening first
    • And a little encouragement to keep showing up, even when it’s hard

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    For more information about Principles of Financial Planning, including disclosures, CLICK HERE.

    Securities and financial planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Principles of Financial Planning and LPL Financial are separate entities.

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    14 分
  • AI Can Do a Lot...Except Determine Value.

    AI Can Do a Lot...Except Determine Value.
    2024/02/12

    We're picking up where we left off in our AI discussion on episodes 4 & 9. If you haven't listened to episode 9, it leads right into what we're talking about in this podcast.

    If you think about it, AI is great at being task-oriented, but not so great at determining value. We've seen this play out in several examples that I've included in this podcast. (Anyone remember Michael Cohen using Google Bard instead of Google Search??)

    The bottom line is that when it comes to artificial intelligence and decision-making, you likely want to use a service that can be held accountable for the outcome.

    Here are the articles referenced in this podcast:

    Ex-Trump ‘Fixer’ Michael Cohen Admits He Accidentally Used Google Bard To Put Fake Cases Into Legal Filing

    DPD customer service chatbot swears and calls company 'worst delivery firm'


    LFS-6396732-021324 




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    For more information about Principles of Financial Planning, including disclosures, CLICK HERE.
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    23 分
  • Competitive Investing: No One's a Winner

    Competitive Investing: No One's a Winner
    2023/12/20

    In this podcast, I'm discussing a blog post that dives into what I call competitive investing.

    If you find yourself comparing your investments with someone else's...this podcast and blog should resonate with you.

    Let's talk about why comparing your needs and wants with the goals of others will likely not give you the retirement YOU really want and why it's impossible to determine a winner in this "game."

    LFS-6281121-012224 


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    For more information about Principles of Financial Planning, including disclosures, CLICK HERE.
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    8 分
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