Podcast Episodes

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Drew Dickson - Stay Invested, Stay Ahead

Episode 203

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- 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, 4 months ago

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Jez Groom - The Power of Behavioral Nudging: How Positive Influence Can Shape Better Outcomes

Episode 202

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- 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, 4 months ago

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Herman Brodie - Unlocking the Power of Trust

Episode 201

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- 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, 4 months ago

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Dr. Kurt Nelson - Unlocking Your Full Potential: How to Find Your Behavioral Groove for Success

Episode 200

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- Has Kurt ever noticed a problem that isn’t ostensibly behavioral in nature that ended up being behavioral?

- How can we craft a cohe…

4 years, 5 months ago

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Peter Lazaroff - Money Made Simple: Essential Tips for Building a Strong Financial Foundation

Episode 199

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- How did Peter get started reviewing frozen pizzas?

- What is it that most people misunderstand about investing?

- How does Peter, as …

4 years, 5 months ago

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Natalie Taylor - Client-Centric Financial Advice: Navigating the Future of Wealth Management

Episode 198

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- 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…

4 years, 5 months ago

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Meb Faber - Why Market Timing and Limited Liquidity Could Challenge Your Investment Beliefs

Episode 197

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- How has Meb’s world, and domestic, travel shifted the way he thinks about investment?

- What is Meb’s least popular idea about inves…

4 years, 5 months ago

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Seth Streeter - How to Build Wealth with a Purpose: Money That Makes a Difference

Episode 196

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- What are some of the flimsy tethers in peoples’ lives that keep them from achieving financial greatness?

- If an advisor’s number on…

4 years, 6 months ago

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Dr. Rick Bookstaber - How the Psychology of Risk Shapes Our Choices

Episode 195

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- How does Dr. Bookstaber think about and define risk in the most practical terms possible?

- Does the way people like us talk about r…

4 years, 6 months ago

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Dr. Brian Portnoy - Behavioral Finance 2.0

Episode 194

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- Dr. Portnoy says we’ve created a “Behavioral Finance entertainment complex that does very little to help real people make real deci…

4 years, 6 months ago

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