Podcast Episodes
Back to SearchAlex Chalekian - Financial Literacy that Sticks (Live from LA)
Episode 213
Tune in to hear:
- What can Alex share about his financial literacy startup, Futurvest, and what needs or gaps did he see in the financial literacy sp…
4 years, 2 months ago
Melina Palmer - Surprise and Delight: Unlocking Customer Loyalty with Simple Strategies
Episode 212
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- What are some of the psychological mechanisms that make our vision of ourselves so cloudy at times?
- If Melina hoped to draw out a …
4 years, 2 months ago
Dr. Ashvin Chhabra - Mastering Mental Accounting: Strategies to Enhance Investor Decision-Making
Episode 211
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- What does Ashvin propose as a better measure of investor success above risk adjusted returns?
- What are the two main reasons why we…
4 years, 2 months ago
Samantha Lamas - Mastering Simplicity: The Art of Simplifying Complexity
Episode 210
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- Why is it often complicated to offer a simple and elegant solution for the common behavioral dilemmas that advisors face?
- Why migh…
4 years, 2 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…
4 years, 2 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, 3 months ago
Nick Maggiulli - Personal Finance Myth-Busting: The Truth Behind Common Money Misconceptions
Episode 207
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- 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, 3 months 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, 3 months 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, 3 months ago
Jeff Levine - Master Tax Planning: Practical Ways to Minimize Your Tax Burden This Year
Episode 205
Tune in to hear:
- 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, 4 months ago