The Transition Bridge Podcast

Do You Know Your Financial DNA? With Ted McLyman, Behavioral Finance Expert, Best-Selling Author, Co-Founder of Dream Smart Behavioral Systems

Episode Summary

Have you ever thought about your Financial DNA? What do you feel when you hear that money isn’t a math problem, but a behavior problem? For me, that opens my thinking about finances, and I am curious as to how my behavior is the driver behind my financial decisions. My guest, Ted McLyman, is here to help us understand this process. Ted McLyman is a behavioral finance expert who helps people align their money decisions with how humans actually think, feel, and act—especially under stress and uncertainty. His time in the Marine Corps as a Lt. Col. taught him that even the best tactical plan can fail if it doesn’t account for how people actually behave under pressure. Ted McLyman is a best-selling author and co-founder of Dream Smart Behavioral Systems, and specializes in helping individuals and organizations discover their unique Money Temperament, and guides them towards better financial choices through his innovative Money Behavior System. In today’s episode, Ted shares: Practical habits, Simple rules, System that works with your brain—not against it. Fix Self-Sabotage in 5 easy steps: Spot the triggers behind your “why did I do that?” spending Align money decisions with your real values (not your fantasies) Work with your money temperament instead of fighting it Build a learning approach that sticks Turn the plan into small, repeatable habits that create security CONNECT WITH TED Website - https://tedmclyman.com Book – “Confessions of a Reformed Financial Advisor (Yep, It's Mostly BS), available on Amazon. Check out Ted’s courses and coaching on https://tedmclyman.com CONNECT WITH DEBI Website – https://www.debironca.com Instagram - @debironca Email – info@debironca.com Free Group Coaching - https://debi.sequoiatransitioncoaching.com/group-coaching YouTube - https://www.youtube.com/@DebiRoncaOfficial Amy Throw | Stylist & Image CoachI style women in clothes they love & build opportunities they believe in https://www.cabionline.com/?pws=styledwithsoul Check out my online course! Your Story’s Changing, Finding Purpose in Life’s Transitionshttps://course.sequoiatransitioncoaching.com/8-week-program The Family Letter by Debi Ronca – International Best Sellerhttps://www.amazon.com/dp/B07SSJFXBD Free Clarity Call: https://calendly.com/debironca/free-clarity-call

Episode Notes

Have you ever thought about your Financial DNA?

What do you feel when you hear that money isn’t a math problem, but a behavior problem?

For me, that opens my thinking about finances, and I am curious as to how my behavior is the driver behind my financial decisions.

My guest, Ted McLyman, is here to help us understand this process.

Ted McLyman is a behavioral finance expert who helps people align their money decisions with how humans actually think, feel, and act—especially under stress and uncertainty.

His time in the Marine Corps as a Lt. Col. taught him that even the best tactical plan can fail if it doesn’t account for how people actually behave under pressure.

Ted McLyman is a best-selling author and co-founder of Dream Smart Behavioral Systems, and specializes in helping individuals and organizations discover their unique Money Temperament, and guides them towards better financial choices through his innovative Money Behavior System.

 

In today’s episode, Ted shares:

 

Fix Self-Sabotage in 5 easy steps:

  1. Spot the triggers behind your “why did I do that?” spending
  2. Align money decisions with your real values (not your fantasies)
  3. Work with your money temperament instead of fighting it
  4. Build a learning approach that sticks
  5. Turn the plan into small, repeatable habits that create security

 

CONNECT WITH TED

Website - https://tedmclyman.com

Book – “Confessions of a Reformed Financial Advisor (Yep, It's Mostly BS), available on Amazon. Check out Ted’s courses and coaching on https://tedmclyman.com

 

CONNECT WITH DEBI

Websitehttps://www.debironca.com

Instagram - @debironca

Emailinfo@debironca.com

Free Group Coaching - https://debi.sequoiatransitioncoaching.com/group-coaching

YouTube - https://www.youtube.com/@DebiRoncaOfficial

Amy Throw | Stylist & Image Coach
I style women in clothes they love & build opportunities they believe in https://www.cabionline.com/?pws=styledwithsoul

 

Check out my online course!

Your Story’s Changing, Finding Purpose in Life’s Transitions
https://course.sequoiatransitioncoaching.com/8-week-program

The Family Letter by Debi Ronca – International Best Seller
https://www.amazon.com/dp/B07SSJFXBD

Free Clarity Call: https://calendly.com/debironca/free-clarity-call