Podcast Episodes
Back to SearchDr. Sonya Lutter - The Link Between Money and Happiness: Can Wealth Truly Buy Joy?
Episode 193
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- Are various addictive behaviors (e.g. gambling, drug abuse) potentially symptoms of a larger societal issue?
- What percentage of pe…
4 years, 6 months ago
Dr. Moira Somers - How to Give Financial Advice That Sticks: Key Strategies for Long-Term Impact
Episode 192
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- How does non-compliance with advice, and the gap between knowing and doing, present on a macro level and impact our lives?
- Is the …
4 years, 7 months ago
Jackie Wilke - Why You Are the Most Unique Asset in Your Business
Episode 191
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- As a student of great advisory practices, what are some of the consistent themes that Jackie encounters across the board?
- Are the…
4 years, 7 months ago
Dr. Meghaan Lurtz - The Empathic Future of Financial Advice: How Compassion is Revolutionizing Wealth Management
Episode 190
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- Of the “36 questions that lead to love,” what are a few that Dr. Lurtz zeros in on and what makes these questions so powerful? Can …
4 years, 7 months ago
Lauren Hunter - The Financial Impact of Death and Aging: Strategies for Planning Ahead
Episode 188
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- What are some different attitudes about aging and death held across the world? How particular is the western attitude about these t…
4 years, 7 months ago
Rob Gardner - Financial Wellness in a World Worth Living In
Episode 187
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- Why is ESG such an important part of Rob’s financial practice?
- How can we achieve financial wellness without merely paying lip ser…
4 years, 8 months ago
Michelle Arpin Begina - Rewriting Your Money Story: Proven Strategies for Financial Empowerment
Episode 189
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- Now that she has space from it, and also expertise in the field, what were some of the factors that drove her parents to such consp…
4 years, 8 months ago
Spencer Jakab - Meme Stocks and Market Psychology: How Social Influence Shapes Investment Decisions
Episode 186
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- What in particular about the environment, including the pandemic and lockdown, contributed to the sort of fervor and madness we saw…
4 years, 8 months ago
Emily Guy Birken - Modern Money Management 101: Proven Strategies for Financial Freedom
Episode 185
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- Why did Emily feel the need to include elements of humor in her new book ‘Stacked: Your Super Serious Guide to Modern Money Manageme…
4 years, 8 months ago
James Fletcher - Exploring ESG and EM Investment Strategies with Ethos Invest
Episode 184
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- Of all times to start a boutique fund, why would James start one in the current climate where the 3 largest asset managers control …
4 years, 9 months ago