Podcast Episodes
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Brendan Frazier - 10 Essential Rules for Providing Human-First Financial Advice
Episode 251
Tune in to hear:
- What makes up Brendan’s list of the 10 guiding principles of financial psychology?
- Brendan says that “goals shift, but values pers…
2 years, 9 months ago
Kelsey Willock - Transforming Financial Education: The Power of Gamification in Learning
Episode 250
Tune in to hear:
- What was the spark or impetus that led Kelsey down the path to found Aura Finance?
- Why is it so crucial to help people get in the …
2 years, 9 months ago
Heather Fortner - The Future of Financial Advising: Building a Human-First RIA Firm
Episode 249
Tune in to hear:
- How has Heather’s background in mental health shifted the way she leads and the way she goes to market?
- What advice, skills or res…
2 years, 9 months ago
Jen Clinehens - The Power of Consumer Psychology: What Top Global Brands Do Differently
Episode 248
Tune in to hear:
- What are some of the psychology principles that Costco gets right as a brand?
- Is it better to make customer onboarding super fluid…
2 years, 10 months ago
Dr. Michael Thomas Jr. - How Financial Empathy Can Transform Your Money Management Approach
Episode 247
Tune in to hear:
- Why does discussing money remain such a persistent taboo in our culture?
- Why is financial intimacy so critical and how can we work…
2 years, 10 months ago
Dave Nadig - Understanding Financial Futurism: Key Innovations Transforming Wealth Management
Episode 246
Tune in to hear:
- Dave is a “financial futurist.” What in the world is this and what does it look like practically in his day-to-day work?
- What “beh…
2 years, 10 months ago
Mac Gardner - Teaching Kids About Money: Essential Tips for Building Financial Literacy Early
Episode 245
Tune in to hear:
- What life experiences gave rise to Mac Gardner’s mission to improve financial literacy particularly among children?
- What is Mac’s …
2 years, 10 months ago
Manish Khatta - On Markets and Marketing
Episode 244
Tune in to hear:
- Can Manish give a bit of background on Potomac and what has changed since he took the helm?
- Potomac is very committed to transpare…
2 years, 10 months ago
Rusty Vanneman (Live at Ascent in Orlando, FL)
Episode 243
Tune in to hear:
- What is the philosophy of investing Rusty grounds himself in and how does it keep his head on straight when he makes investment dec…
2 years, 11 months ago
Ben Nemtin (Live at Ascent in Orlando, FL)
Episode 242
Tune in to hear:
- Ben had a crippling bout of anxiety and depression in college that effectively made him a shut-in at his parent’s house. What did h…
2 years, 11 months ago