May 13, 2024

Breaking Down Behavioral Finance and the Role of Uncertainty

Host Bart Zandbergen and co-host Letitia Berbaum were joined in the podcast studio by Dr. Naomi Win. Dr. Win draws on clinical practice and current research to clarify the psychological factors that shape decision-making. By mapping the cognitive and emotional drivers that define financial behaviors, she upskills those seeking adaptive strategies to enhance well-being and wealth. As we navigate market volatility, and the impact of world affairs, Dr. Win shares her insights on how psychological factors can impact investing and other key decisions that may have a ripple effect.

Key topics discussed in this episode include:

-How uncertainty impacts decision making

-What loss aversion is and how it influences behavioral choices

-3 pillars to finding emotional stability

-Why engaging with uncertainty can help someone move past perceived blocks and access new levels of opportunity

-Habit based reactions/choices vs. opportunity based reactions/choices

Dr. Win shared her Ultimate Lesson Learned to date in her career in Behavioral Finance, which was best summed up in a quote that was said to her by a close friend: “In the discomfort of absurdity make finished things.”


The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean and Spotify.

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NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE.

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