Podcast Episodes
Back to SearchThe 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…
5 years, 2 months ago
Dr. Preston Cherry - Personalized Financial Planning: Tailoring Strategies for Different Personalities
Episode 162
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- How does Dr. Cherry implement “The Big 5” personality test in his practice? Does he approach clients with different personality tra…
5 years, 3 months ago
Jeff Kreisler - Dollars and Sense: How Behavioral Economics Influences Your Financial Choices
Episode 161
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- How did Jeff’s professional path evolve from lawyer, to standup comedian and finally to behavioral science / economics?
- What lesso…
5 years, 3 months ago
Richard Nisbett - Does Introspection Matter? The Benefits of Self-Reflection in Personal Growth
Episode 160
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- On a previous podcast, Richard Nisbett expressed that the most central message of psychology is that we have no access to most of w…
5 years, 3 months ago
Anthony Oneal - Building Your Network, Net Worth and Mindset: A Holistic Approach to Success
Episode 159
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- How did Anthony move from being homeless, and in a great deal of debt, to being one of the nation’s top educators on money matters …
5 years, 4 months ago
Joe Saul-Sehy - How to Master Personal Finance: 3 Essential Steps for Financial Freedom
Episode 158
- Three steps to mastering personal finance.
- What is the knowledge or education gap in financial literature that Joe Saul-Sehy’s new book ‘Stacked’ …
5 years, 4 months ago
Colin Lancaster - Fed Policy Implications: What Investors Need to Know in the Current Economic Landscape
Episode 157
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- What is Colin’s perspective on the extreme fear and greed that arose throughout the pandemic in 2020? These are constants within th…
5 years, 4 months ago
Michael Falk - How Emotional Intelligence Drives Investment Alpha: Unlocking the Power of EQ in Finance
Episode 156
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- What might the personality of an ideal hire for a leadership position in asset management look like?
- How can one measure things li…
5 years, 4 months ago
Carl Richards - Top Tips for Setting and Sticking to Financial Goals for Long-Term Success
Episode 155
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- Carl Richards speaks about serving real financial advisors. This of course presupposes the existence of fake financial advisors, so…
5 years, 4 months ago
Jamie Hopkins - How to Think About Retiring: A Guide to Financial Security and Peace of Mind
Episode 154
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- Is the classic retirement trope of working hard until your 65 and retiring to a life of leisure sort of an antiquated way of thinki…
5 years, 5 months ago