Uncovering Hidden Influences Behind Financial Decisions with Ashley Quamme

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: 

Connect with Ashley Quamme: 

• LinkedIn (here)
• Beyond The Plan Website (here)
• Beyond The Plan Instagram (here)

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.