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technique
Future Self Questions
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Last discussed Aug 5, 2026
A behavioral finance communication technique where advisers ask clients to imagine a future state after a financial decision has been made, helping them step past immediate loss aversion and reframe the decision as a gain.
Recently discussed in
The Endowment Effect And Its Role In Portfolio Management, With Meghaan Lurtz
Meghaan Lurtz · Aug 5, 2026
What creators say
ML
Meghaan Lurtz
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Used for: Helping clients step past loss aversion when contemplating selling a home or concentrated stock position by reframing the decision as a future gain
Praised: Helps clients self-convince rather than being told what to do; removes the em...
vs: Contrasted with purely rational/numbers-based arguments from the adviser, whi...
"I've actually written about this one before — future self questions — and it's super helpful in the situation of loss aversion. Imagine it's three years from now. The house has sold. You're settled somewhere new. You love it. You find out that you..."
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