Beneath the Surface: Understanding the Psychology Behind Your Financial Decisions
Dec 02, 2025
On this episode of The Get Ready Money Podcast, I spoke with Ashley Quamme, Financial Behavior Officer and host of The Planning & Beyond Podcast, about the hidden forces behind our financial decisions and how understanding them leads to healthier money choices.
Key Takeaways:
- Align your money with your life goals, values, and sense of purpose.
- Financial therapy helps integrate money into your overall well-being.
- Understand the full context behind financial decisions.
- Be intentional with both your money and your time.
- Your money behavior is the tip of the iceberg—explore what’s below the surface.
- Advisors should act as co-facilitators, guiding clients with empathy and curiosity.
- Consumers benefit from being upfront about what they don’t know
🎥 Watch this episode below:
🎧 Listen to the podcast below or on your favorite podcast app.
Connect with Ashley Quamme:
Podcast:
- Planning & Beyond Podcast (Apple Podcasts)
Bio:
Ashley Quamme is the Owner of Beyond the Plan®, a consulting practice that partners with firms to integrate financial psychology into their practice. In addition to her work with advisory firms, she is a speaker and host of Planning & Beyond™, a podcast where she explores the intersection of financial planning and human understanding, bringing practical strategies and insights to advisors and financial professionals.