Dr. Charles R. Chaffin
Professor of practice and author specializing in financial psychology and goal-setting, co-founder of the Money and Risk Inventory product and expert on behavioral finance applied to financial planning.
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Feb 5, 2026 • 1h 21min
Episode 395: Charles Chaffin - The Psychology of Financial Planning
Dr. Charles Chaffin, professor and author specializing in financial psychology and goal-setting. He explores why our survival-wired brains and biases sabotage long-term plans. Short talks cover money scripts, financial flashpoints, identity-based goals, risk tolerance measurement, psychometric tools, and practical fixes like automation, if-then plans, and coaching to align behavior with financial plans.
