Podcast Episodes
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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’…
3 years, 9 months ago
Dr. Kurt Nelson - Unlocking Your Full Potential: How to Find Your Behavioral Groove for Success
Episode 200
Tune in to hear:
- Has Kurt ever noticed a problem that isn’t ostensibly behavioral in nature that ended up being behavioral?
- How can we craft a cohe…
3 years, 9 months ago
Peter Lazaroff - Money Made Simple: Essential Tips for Building a Strong Financial Foundation
Episode 199
Tune in to hear:
- How did Peter get started reviewing frozen pizzas?
- What is it that most people misunderstand about investing?
- How does Peter, as …
3 years, 10 months ago
Natalie Taylor - Client-Centric Financial Advice: Navigating the Future of Wealth Management
Episode 198
Tune in to hear:
- How does technology shape the way we act? Sometimes we don’t even know the water that we are swimming in with regards to technology…
3 years, 10 months ago
Meb Faber - Why Market Timing and Limited Liquidity Could Challenge Your Investment Beliefs
Episode 197
Tune in to hear:
- How has Meb’s world, and domestic, travel shifted the way he thinks about investment?
- What is Meb’s least popular idea about inves…
3 years, 10 months ago
Seth Streeter - How to Build Wealth with a Purpose: Money That Makes a Difference
Episode 196
Tune in to hear:
- What are some of the flimsy tethers in peoples’ lives that keep them from achieving financial greatness?
- If an advisor’s number on…
3 years, 10 months ago
Dr. Rick Bookstaber - How the Psychology of Risk Shapes Our Choices
Episode 195
Tune in to hear:
- How does Dr. Bookstaber think about and define risk in the most practical terms possible?
- Does the way people like us talk about r…
3 years, 11 months ago
Dr. Brian Portnoy - Behavioral Finance 2.0
Episode 194
Tune in to hear:
- Dr. Portnoy says we’ve created a “Behavioral Finance entertainment complex that does very little to help real people make real deci…
3 years, 11 months ago
Dr. Sonya Lutter - The Link Between Money and Happiness: Can Wealth Truly Buy Joy?
Episode 193
Tune in to hear:
- Are various addictive behaviors (e.g. gambling, drug abuse) potentially symptoms of a larger societal issue?
- What percentage of pe…
3 years, 11 months ago
Dr. Moira Somers - How to Give Financial Advice That Sticks: Key Strategies for Long-Term Impact
Episode 192
Tune in to hear:
- How does non-compliance with advice, and the gap between knowing and doing, present on a macro level and impact our lives?
- Is the …
3 years, 11 months ago