Podcast Episodes
Back to SearchRusty Vanneman (Live at Ascent in Orlando, FL)
Episode 243
Tune in to hear:
- What is the philosophy of investing Rusty grounds himself in and how does it keep his head on straight when he makes investment dec…
3 years, 6 months ago
Ben Nemtin (Live at Ascent in Orlando, FL)
Episode 242
Tune in to hear:
- Ben had a crippling bout of anxiety and depression in college that effectively made him a shut-in at his parent’s house. What did h…
3 years, 6 months ago
Brian McLaughlin (Live at Ascent in Orlando, FL)
Episode 241
Tune in to hear:
- How does Brian McLaughlin’s entrepreneurial journey fit into the mold of Campbell’s Hero’s Journey?
- What was Brian’s “call to adve…
3 years, 6 months ago
Dr. Emily Koochel - How this Fresh Perspective on Financial Psychology Can Transform Your Money Habits
Episode 240
Tune in to hear:
- How does Dr. Koochel define financial wellness, how did she arrive at this definition and what practical difference does this make …
3 years, 7 months ago
Eben Burr - The Role of Risk Management in Fostering Peace and Sustainable Growth
Episode 239
Tune in to hear:
- Why did Eben’s company Toews create the holiday “ National Investment Risk Management Day?”
- What are some of Eben’s candidates for…
3 years, 7 months ago
Dr. Sam Sivarajan - Ancient Wisdom and Modern Behavioral Science: Bridging the Gap for Personal Growth
Episode 238
Tune in to hear:
- In his new book, why did Dr. Sivarajan feel that a story was the best means to convey behavioral and philosophical truths?
- What st…
3 years, 7 months ago
Rachel Robasciotti - Investing for Social Justice: Transforming Your Portfolio for a Better Future
Episode 237
Tune in to hear:
- What is Rachel’s origin story and what led her down a path that bridges social justice and finance?
- What is redlining and why will…
3 years, 7 months ago
Adam Holt - Navigating WealthTech's Future: The Role of Advice and Client Engagement in Financial Growth
Episode 236
Tune in to hear:
- How did Adam move from the financial planning sphere into being a software entrepreneur? Did he see a gap that he thought needed to…
3 years, 8 months ago
Dr. Tom Howard - The Role of Behavioral Finance in Modern Asset Management: A Comprehensive Guide
Episode 235
Tune in to hear:
- Why does behavioral investing often get focused on less than other elements of behavioral finance?
- What role should pessimistic fo…
3 years, 8 months ago
Jeff Bernier - The Money and Meaning Journey: How to Create a Life of Abundance and Purpose
Episode 234
Tune in to hear:
- What led Jeff to sometimes act inauthentically in the past and what snapped him out of this?
- How does the client experience look d…
3 years, 8 months ago