3 Money Beliefs You Need To Change Right Now w/ Ted McLyman

Podcast: Profit Your Knowledge · James Allen

Opublikowano: 2026-09-18

Ted was a traditional Registered Investment Advisor (RIA) for two decades after retiring from the Marine Corps as a Lt. Col. He built the allocation models, crunched the numbers, and pushed the same one-size-fits-all plans the rest of the industry sells. But then he watched the real world happen and realized he was wrong. Smart people make irrational financial choices the moment life gets in the way. He realized that if the product and plan are perfect but the behavior is broken, the entire strategy collapses. He sold his...