Podcast Episodes
Back to SearchSamantha Lamas - Mastering Simplicity: The Art of Simplifying Complexity
Episode 210
Tune in to hear:
- Why is it often complicated to offer a simple and elegant solution for the common behavioral dilemmas that advisors face?
- Why migh…
3 years, 11 months ago
Dr. Sarah Asebedo - Effective Strategies for Resolving Financial Conflict
Episode 209
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- What role does positive psychology play in financial planning? More broadly, what is positive psychology and how is it differentiat…
3 years, 11 months ago
Dr. Kristy Archuleta - How Financial Therapy Can Transform Your Relationship with Money
Episode 208
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- As one of the founders of the discipline of financial therapy, what light can Dr. Archuleta shed on the origin story of this uniqu…
4 years ago
Nick Maggiulli - Personal Finance Myth-Busting: The Truth Behind Common Money Misconceptions
Episode 207
Tune in to hear:
- How did Nick land on a kinder, more gentle approach, to personal finance?
- What is the least conventional bit of financial advice t…
4 years ago
Tim Houlihan - Unlock Lasting Change: How This Simple Framework Can Alter Your Behavior
Episode 206
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- If Tim could personify himself as a guitar, what type of guitar would he be?
- Tim thinks that engagement, performance and persuasio…
4 years ago
Steve Atkinson - The Admired Advisor: How to Gain Respect and Build a Lasting Reputation
Episode 204
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- When we narrow down the financial advisors to those who we would trust to manage our spouse’s or parent’s finances, Steve thinks th…
4 years ago
Jeff Levine - Master Tax Planning: Practical Ways to Minimize Your Tax Burden This Year
Episode 205
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- Jeff is known on Twitter for his complex deep dives into the world of tax legislation - what got him interested in this in the firs…
4 years, 1 month ago
Drew Dickson - Stay Invested, Stay Ahead
Episode 203
Tune in to hear:
- What was Drew’s experience studying under Richard Thaler like?
- Drew thinks that you have to hold a willingness to be right and to …
4 years, 1 month ago
Jez Groom - The Power of Behavioral Nudging: How Positive Influence Can Shape Better Outcomes
Episode 202
Tune in to hear:
- Where are we at, as an industry, in terms of the application of behavioral sciences to the world of work? Where does Jez see us hea…
4 years, 1 month ago
Herman Brodie - Unlocking the Power of Trust
Episode 201
Tune in to hear:
- What are some of the primary drivers of asset flows from a behavioral perspective?
- Soft factors account for a lot more of clients’…
4 years, 1 month ago