Podcast Episodes
Back to Search
Phillip Toews (Live from Ascent)
Episode 171
Tune in to hear:
- Many are very focused on the behavioral coaching elements of behavioral finance, but overlook the upside of integrating the finding…
4 years, 5 months ago
Dr. Tom Howard - How Behavioral Portfolio Management Enhances Investor Performance and Decision-Making
Episode 168
Tune in to hear:
- What event prompted Dr. Howard to move from using a market efficiency / rational markets framework to a framework of behavioral fi…
4 years, 5 months ago
Gagan Biyani - Valuable Business Lessons from a Lifelong Entrepreneur: Insights for Success
Episode 170
Tune in to hear:
- What was the process of launching Dr. Biyani’s business Udemy like?
- As an entrepreneur, how do you know when you’re a visionary th…
4 years, 6 months ago
Drs. Chase and Pogge (Live From Ascent)
Episode 169
Tune in to hear:
- What gap did Dr. Chase see in the market? How has investment talent been traditionally vetted and how does this compare to how it o…
4 years, 6 months ago
Dr. Sarah Newcomb - Master Your Finances: The Power of Rewriting Your Money Story for Wealth Building
Episode 167
Tune in to hear:
- Why do conversations about finances often take on such a moralistic tenor?
- Is the moralizing of money a uniquely American problem …
4 years, 6 months ago
Eben Burr - Master the Art of Client Planning: Tips for Tailored Solutions and Long-Term Success
Episode 166
Tune in to hear:
- In a study that Eben helped conduct, clients were three times as likely to say they are very knowledgable about markets than their …
4 years, 6 months ago
Jordan Hutchison - Mastering Flow States in Finance: Boosting Focus and Decision-Making for Investors
Episode 165
Tune in to hear:
- What is “flow” in a behavioral science context?
- How do you begin to measure and study something like flow, which seems very epheme…
4 years, 6 months ago
Charlotte Blank - The Science of Motivation Explained: Uncovering What Really Drives Us to Achieve
Episode 164
Tune in to hear:
- What does Charlotte’s day to day role as a Chief Behavioral Officer look like?
- Has the science of motivating employees shifted a g…
4 years, 7 months ago
The Power of Niching Down: Insights from Reese Harper of Elements
Episode 163
Tune in to hear:
- Reese Harper has an advisory business, Dentist Advisors, that is exclusively for dentists. How did he take the first step to say no…
4 years, 7 months ago
Dr. Preston Cherry - Personalized Financial Planning: Tailoring Strategies for Different Personalities
Episode 162
Tune in to hear:
- How does Dr. Cherry implement “The Big 5” personality test in his practice? Does he approach clients with different personality tra…
4 years, 8 months ago