Why Most Financial Advice Gets It Backwards — Peter McGahan on Human-First Planning (S2, E2)

Talk FS

In this episode of Talk FS, Ryan Venner sits down with Peter McGahan, Chief Executive of Worldwide Financial Planning, to uncover a powerful truth: true financial wellbeing starts with understanding why—not just the numbers. Peter shares how aligning financial planning with human emotional needs—like security, purpose, and connection—leads to better outcomes for clients, teams, and businesses.

Tune in for inspiring lessons on:

✅ Values-led financial advice

✅ The “9 Emotional Needs” every client has (and most ignore)

✅ How to avoid costly emotional decisions in retirement

✅ Why financial planning is not about chasing higher returns

✅ The one question Peter asks daily to grow as a leader

01:20 Understanding the 'why' in financial planning

07:45 Emotional needs and financial security

12:16 The impact of emotional needs on decision making

17:16 Retirement planning and emotional well-being

21:45 Understanding emotional needs in financial planning

28:05 The importance of values in financial advice

37:30 Learning from experience: The Key to Growth

Check out Peter McGahan: https://linktr.ee/PeterMcGahan