Gut Check: Revisiting Your Emotions and Your Retirement Plan

A short time ago, as part of my regular contribution to MomsMakingaMillion radio, I introduced the notion that relying on your gut feeling, specifically when women rely on their intuition, they tend to come up short in terms of business and investment decisions when compare to their male cohorts. In the beginning, I thought the article was playing well.

I wrote that making decisions with your gut was fine in a raw, untamed world where second guessing some emotion could lead to your demise.  But once you enter into the world of business, you should check your gut at the door. “Men were making most if not all of the business decisions and were priding themselves on doing so with deductive reasoning,” I explained to one of the hosts Kat Bellucci, a self made woman who heads her own pension consultation business when she is not empowering women with financial knowledge along with her co-host, Gina Robison Billups. I continued saying that “deductive reasoning essentially removes the gut from the decision by compiling all of the available information and drawing a conclusion based on what was available.”

Intuition does have a place I explained, but in the area of networking, where getting a feeling about someone is often a good judge of whether they can be trusted or not. Yet, when the cold, hard facts are evidence of something other than how you feel, go with the facts. About 20 minutes following the broadcast, I received an email from Kat disagreeing. She said that she had great investment success when she ran her next business or investment move past her feelings.

So who was right? The wealth of research that points to the fact that gut feelings are not to be wholly trusted or the claim that without them, the cold, hard facts would be void of some integral element? (You can read the original article here.)

According to Andrew Campbell and Jo Whitehead, directors of London’s Ashridge Strategic Management Centre and coauthors, together with Sydney Finkelstein, of Think Again: Why Good Leaders Make Bad Decisions and How to Keep It From Happening to You (Harvard Business School Press, 2009) the realization that something doesn’t feel right in spite of evidence otherwise is not such a bad thing. But shouldn’t you be able to test your gut’s assumption?

They have come up with a test, four questions that can be used by anyone leading a business or simply trying to decide which investment seems right for their portfolio.

The first question they suggest you ask is whether you have any prior experience from which to draw your conclusions. This familiarity with a similar problem isn’t always fail safe either. The weather is a great analogy of how we react to certain types of situations. A light dusting of snow as is often experienced in the Pacific Northwest does nothing to prepare you for a snowfall in Buffalo. In this case, what you know and how you reacted to the event in the past has little bearing on what the actual event could bring.

You have heard the term “yes men”. These people are there for a reason and it is not a good one. They reinforce the emotional tags you put on an event so that when a situation similar to that one comes up again, you are conditioned by the memory. Problem with this is that from an objective point-of-view, you may not be making the right choice. The coauthors write: “Hence, without reliable feedback, our emotional tags can tell us that our past judgments were good, even though an objective assessment would record them as bad.”

Those emotional tags bias our judgement and play an important role in how our memory of a particular situation is handled in the future. If you have been bitten by a dog as a child, you know exactly what kind of emotional tags can be carried forward, even when it makes no sense. being wary is good except when it clouds your decisions in the face of conflicting facts.

One of the last biases the decision maker has to confront is the easy one. Not the one that is easy to make but rather the most convenient option. If you feel as though your vote on a particular solution is influenced by the easiest path, step back and let someone else make the call.

The authors understand that not all of these biases come into play in every decision but when they do, you need to take the appropriate action. “There are usually three ways of doing this—stronger governance, additional experience and data, or more dialogue and challenge. Often, strong governance, in the form of a boss who can overrule a judgment, is the best safeguard. But a strong governance process can be hard to set up and expensive to maintain (think of the US Senate or a typical corporate board). So it is normally cheaper to look for safeguards based on experience and data or on dialogue and challenge.”

When you are investing on your own for your retirement, take your time. Gut feelings often prod you into the feeling that whatever mistake you make now is easily undone. But as any little league umpire will tell you, taking that additional breath before making the call can make all of the difference in the world. Being your own boss is much the same: you must make the call but do it based on all of the information you have and if it doesn’t seem adequate, get more.

When it comes to Retirement Planning and Investing, are Women different than Men?

Last week on MomsMakingaMillion Radio, I spoke about some of the differences between women investors and their male counterparts. I suggested that when these two groups were surveyed, the focus was more about finding a way to get more women investing than it was helping women invest.

In the business of investing, brokerage houses and the like are always looking for new clients. It is what they do. And even though women have grown as an investor group, men still outnumber women in terms of who invests and who doesn’t. The difference between these two groups is startling which is why these investment firms want to understand how to tap this largely unexploited market.

What make women different investors than men?
Let’s begin with the experience they receive in childhood. A vast majority of women do not get much in the way of personal finance instruction at home. They may get some money management tips and they might get some advice about where to put money or even how to spend it wisely. But this is different than personal finance.

Personal finance is a whole life approach to money. Most advice these women receive coming up through their childhood focuses on saving money, not investing it and saving money on purchases, not whether there was an actual need for the purchase. Think about this when it comes to your daughters. Do they save money to spend money and when they do, feel good about it when they get a bargain?

While effect, this sort of approach teaches our daughters how to be smart shoppers, how to budget and possibly how to run a household. And in the process, pigeon-holes them into the role of who does the shopping and who does the investing if they should ever get married or simply share their financial lives with someone. This may not happen all of the time and I’m not suggesting it is right, but in the vast majority of instances, these roles seem to fall naturally in to place. Once this assignment of financial jobs within the household takes place, it becomes difficult to explore what the other partner is doing without seeming like you are stepping on toes.

Most of these studies have found that when women look for financial advice, they go to someone they can trust and in too many instances, the someone they trust isn’t even qualified to handle their own finances let alone dole out advice. Trust isn’t often experience in this instance.

Are women unprepared to approach investing?
Dune Thorne, managing director at Silver Bridge Advisors, an independent wealth manager in Boston discovered this when she attended Harvard Business School. There were plenty of classes to teach students how to handle millions of dollars of other people’s money but nothing on personal finance. And even more troubling, when it came to those classes on investment management, there were far fewer women enrolled.

Women rely on personal relationships – and I have suggested numerous times throughout the years I have been writing about this topic – that we should all find a financial mentor, not for advice so much as someone you can bounce ideas off, someone to hear you talk out loud about a financial idea. But these folks may not be experts. Men seek experts but don’t often listen to differing points of view. Women do.

That’s a big difference. It’s not that women want something different than men, although they do. The bottom line is they want the same products but for different reasons. And they take a different approach to getting them.

Ms. Thorne also found that women like to learn in groups, such as this radio show where a wide swath of women get together and discuss topics that are of interest to them. Men like the one-on-one approach of getting advice.

Key differences
Women approach investing with much longer-range goals and with a much wider orientation on how to use their money. Women think about investing with their children in mind and even how they can be more charitable or philanthropic. Men tend to think more about not outliving their money and invest to that end. Women seek legacy. Men seek more immediate goals.

This is a huge difference in how women and men think about money and the path they take to get there will be different.

There are steps we can take now to change this from occurring.
Teach your daughters well. Spending and saving (when you do) is often the focus of personal finance for young girls. In part because you have been given control over the daily budgets for groceries and household needs. If you, as a mom are removed from the financial obligations of the house, if your husband or the man in your life has that job, how can you possibly teach your daughters and sons how the whole household works? This meaning that the whole household approach involves investing for the future as well as financing the present.

Educate yourself. In many instances, this is not as hard as it seems but be careful to avoid some of the pitfalls I mentioned earlier. Get with a group of like-minded moms, take a class or simply read the experts on the subject.

And lastly, identify your goals. If you are like most women, you have them but haven’t really thought about what it would take to achieve them.

I’m not suggesting this should be done at the exclusion of your spouses of partners. In fact, it would be better if it were done with them. But knowing the language of investing, the nuances of what it is, the feelings you have as you approach the future are not always easy to express if you are new at it. Once you possess these skills, you will be able to parse any and all information that you share with greater understanding of not only who you are but where you would like to eventually be.

Retirement Planning: Making More Helps Women

Wouldn’t it be great to find an extra $10,662 to invest towards your retirement, pay down debt and improve your lifestyle? This is the gap in income currently experienced by women across the country.

But before I get to that, I want to clear up a couple of the errors I have made have made in the past. I have suggested that when a woman takes time off from work for whatever reason, kids, elderly parents, etc., she should enlist her husband’s or partner’s help in maintaining her retirement plan. The thinking here was based on the concept of partnership, where the business of running a family was something a simple as having a meeting, discussing the upsides or downsides and choosing the most financially feasible path.

Another error I am guilty of making is based on the assumption that women can approach investing in the same way as men do, hoping that the unemotional or coldly calculated decision making men are often credited with should also be employed by women. There are numerous studies on how women invest but those were done in order to identify how to tap that market, not why they are different.

Today, I like to look at ways to fix both of those mistakes. Women do need to become investors but they seem to have an awful lot of distractions keeping them from being better ones.

One way (Gina Robison-Billups, founder of MomsMakingaMillion and host of the radio show by the same name mentions it during the intro to the show), is to get the pay levels women receive on par with men. A recent study done by Forbes – and conducted by men – offers yet another skewed look at the wage gap women are experiencing in the workplace. I believe the Census Bureau now has that gap at 23 cents. What the study suggested was that compensation is somehow not the company’s problem necessarily, but the woman’s failure to understand how the networking process operates.

There is a belief, at least according to this report that it is more than simply impressing the boss. It is the inability of women to create and maintain networks that keeps the compensation for women lower.

The authors of that study (you can find a link below) are suggesting it is the woman’s fault she isn’t making enough money. While they try to generalize, they include men in the topic when addressing their conclusions, it isn’t really genuine. Men aren’t faced with a persistent pay gap.

They write that women and men “can increase their pay by having more effective corporate network relationships–but women have a particular opportunity. The wage gap is likely to persist, but there are things you may be able to do to improve your own situation.”

But the real pay gap isn’t in the inability to network. It is their inability to get the information on how much a job is worth when they are either jockeying for a raise or a promotion or simply applying at a new business.

While some of us could find the information, (I have provided a job search salary calculator for comparisons below) knowing is usually just a general indicator of what a particular job pays. For instance, a chief executive with an MBA looking for a job in the Portland, Oregon area will find it pays as much as $250k a year on the high side to $139k on the low side.

The problem is much more complicated than just finding what a job is probably worth. In order to get the pay women deserve, they need to know exactly what price the employer has put on the value of that job. All the networking in the world won’t help you if the employer looks at your salary history, offers you more than your last job but less than what they saw as the true value and you accept because it is more.

Unfortunately, the Equal Pay Act hasn’t done much so far. It has been around for decades and is awfully difficult to win and there is still a huge pay gap. It’s none too easy to even make the claim. But there is currently a bill being debated in Congress called the Paycheck Fairness Act that would allow you to find out what the person sitting next to you earns for the same job and to be able to do so without retaliation. If you ever had a reason to call your congressperson, this is it. If this act passes, this might be worth about $10,662. And that could change not only how women invest, but how they retire as well.

Info on Paycheck Fairness Act

The Forbes article by Kevin Clark and Patrick Maggitti

Job salary search calculator