Podcast Episodes
Back to SearchDr. Michael Finke - The Science of Happy Retirement: Key Factors for a Fulfilling Life After Work
Episode 253
Tune in to hear:
- Do certain people have a natural proclivity for deferring gratification for a greater reward at a later date (e.g. exercise and sav…
3 years, 4 months ago
Amy Mullen - 5 Essential Steps for Crafting a Values-Driven Financial Strategy
Episode 252
Tune in to hear:
- What role did Amy’s mom play in her professional journey and what drives her to do what she does?
- What are the 5 steps of Amy’s pr…
3 years, 4 months ago
Brendan Frazier - 10 Essential Rules for Providing Human-First Financial Advice
Episode 251
Tune in to hear:
- What makes up Brendan’s list of the 10 guiding principles of financial psychology?
- Brendan says that “goals shift, but values pers…
3 years, 4 months ago
Kelsey Willock - Transforming Financial Education: The Power of Gamification in Learning
Episode 250
Tune in to hear:
- What was the spark or impetus that led Kelsey down the path to found Aura Finance?
- Why is it so crucial to help people get in the …
3 years, 4 months ago
Heather Fortner - The Future of Financial Advising: Building a Human-First RIA Firm
Episode 249
Tune in to hear:
- How has Heather’s background in mental health shifted the way she leads and the way she goes to market?
- What advice, skills or res…
3 years, 4 months ago
Jen Clinehens - The Power of Consumer Psychology: What Top Global Brands Do Differently
Episode 248
Tune in to hear:
- What are some of the psychology principles that Costco gets right as a brand?
- Is it better to make customer onboarding super fluid…
3 years, 5 months ago
Dr. Michael Thomas Jr. - How Financial Empathy Can Transform Your Money Management Approach
Episode 247
Tune in to hear:
- Why does discussing money remain such a persistent taboo in our culture?
- Why is financial intimacy so critical and how can we work…
3 years, 5 months ago
Dave Nadig - Understanding Financial Futurism: Key Innovations Transforming Wealth Management
Episode 246
Tune in to hear:
- Dave is a “financial futurist.” What in the world is this and what does it look like practically in his day-to-day work?
- What “beh…
3 years, 5 months ago
Mac Gardner - Teaching Kids About Money: Essential Tips for Building Financial Literacy Early
Episode 245
Tune in to hear:
- What life experiences gave rise to Mac Gardner’s mission to improve financial literacy particularly among children?
- What is Mac’s …
3 years, 5 months ago
Manish Khatta - On Markets and Marketing
Episode 244
Tune in to hear:
- Can Manish give a bit of background on Potomac and what has changed since he took the helm?
- Potomac is very committed to transpare…
3 years, 6 months ago