Invest for Success: A Conversation with Paul Bennett
Join Personal Finance Reimagined’s Behavioral Economist and President, Jeff Hulett, as he sits down with Paul Bennett, Ph.D., CFP®, the CEO and Founder of DecisionMap Wealth Management and author of The Money Navigator: The Essential Guide to Living Your Ideal Financial Life. With over three decades of wealth management experience, Paul shares his unique approach to simplifying complex financial concepts and helping individuals navigate their financial journeys with confidence. This interview is part of PFR’s Invest for Success Month, designed to equip individuals with the tools and insights needed to make smarter investment decisions.
About the author: Jeff Hulett leads Personal Finance Reimagined, a decision-making and financial education platform. He teaches personal finance at James Madison University and provides personal finance seminars. Check out his book -- Making Choices, Making Money: Your Guide to Making Confident Financial Decisions.
Jeff is a career banker, data scientist, behavioral economist, and choice architect. Jeff has held banking and consulting leadership roles at Wells Fargo, Citibank, KPMG, and IBM.
In this engaging conversation, Paul and Jeff delve into strategies for balancing risk and growth in investment portfolios, exploring how investors can align their decisions with both short-term needs and long-term goals. They discuss the common behavioral mistakes that often trip up even the savviest investors and share practical steps to avoid these pitfalls. Drawing on his extensive expertise, Paul offers actionable advice for managing volatility, achieving financial clarity, and creating a personalized strategy that supports a sustainable financial future.
Whether you're planning for retirement, building wealth, or just starting your financial journey, this interview is packed with valuable insights to guide you along the way. With Paul’s expert navigation and Jeff’s behavioral finance expertise, you’ll gain the clarity and confidence to make informed financial decisions that align with your values and goals. Don’t miss this opportunity to learn from two industry leaders dedicated to helping you achieve success in your financial life.
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