Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by Matt Johns. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Matt Johns or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Player FM - Podcast App
Go offline with the Player FM app!

How Behavioral Finance Can Transform Your Wealth Alignment | Marla Sofer, CEO and Founder of Knomee

26:39
 
Share
 

Manage episode 504126675 series 3686413
Content provided by Matt Johns. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Matt Johns or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of Purpose Driven Capital, we explore how behavioral finance can transform the way you approach wealth alignment, purpose-driven investing, and legacy planning.

Host Matt Johns speaks with Marla Sofer, founder and CEO of Knomee, a groundbreaking platform designed to help people discover their financial identity and align their money with their goals, values, and long-term vision. Marla challenges the common belief that money is the end goal, instead positioning it as a tool for creating meaningful impact and building a legacy.
Drawing from her experience at major financial institutions like BlackRock, JP Morgan, and Microsoft, Marla shares insights on personalized financial planning, ethical investing, and the importance of aligning your wealth with your purpose.

She explains how behavioral finance principles can bridge the gap between financial products and individual values—empowering investors to make more confident, intentional decisions.

If you’ve ever wondered how to connect your investments with your deeper life goals, this episode offers a fresh, actionable perspective on aligning money with meaning.
We also dive deep into wealth alignment, showing how money, when viewed as a tool, can be strategically deployed for impact investing, philanthropy, and purpose-driven wealth building.

You’ll learn how personalized financial planning can help ensure your investments consistently reflect your values, so your portfolio becomes an authentic expression of your identity.

Whether you’re building your legacy, seeking more meaning from your wealth, or navigating the complexities of financial decision-making, this conversation equips you with strategies to connect your money to your mission.

📌 Subscribe to our Youtube for new episodes: / @purposedrivencapital
📌 Learn more about Purpose Driven Capital: https://www.purposedrivencapital.co
📌 Follow on LinkedIn for investing insights: / matthewbjohns
DISCLAIMER: This video represents the views and opinions of it's guest and does not reflect the views and opinions of HoneyHive Capital Partners LLC. Nothing in this video nor any communications from it should be treated as constituting financial, investment, legal, tax or other advice of any kind, or as a recommendation to buy or sell an interest with respect to any investment.

  continue reading

Chapters

1. Introduction (00:00:00)

2. Why money is a tool, not a goal (00:03:15)

3. Discovering your financial identity (00:06:00)

4. Behavioral finance and the trust gap in financial services (00:09:30)

5. Using behavioral psychology to guide investment choices (00:14:00)

6. How Nomi helps investors connect money to purpose (00:18:00)

7. Lessons the financial world can learn from nonprofits (00:21:00)

8. Aligning your investments with your values and legacy (00:24:30)

9. Closing insights and where to connect with Marla (00:26:00)

7 episodes

Artwork
iconShare
 
Manage episode 504126675 series 3686413
Content provided by Matt Johns. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Matt Johns or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of Purpose Driven Capital, we explore how behavioral finance can transform the way you approach wealth alignment, purpose-driven investing, and legacy planning.

Host Matt Johns speaks with Marla Sofer, founder and CEO of Knomee, a groundbreaking platform designed to help people discover their financial identity and align their money with their goals, values, and long-term vision. Marla challenges the common belief that money is the end goal, instead positioning it as a tool for creating meaningful impact and building a legacy.
Drawing from her experience at major financial institutions like BlackRock, JP Morgan, and Microsoft, Marla shares insights on personalized financial planning, ethical investing, and the importance of aligning your wealth with your purpose.

She explains how behavioral finance principles can bridge the gap between financial products and individual values—empowering investors to make more confident, intentional decisions.

If you’ve ever wondered how to connect your investments with your deeper life goals, this episode offers a fresh, actionable perspective on aligning money with meaning.
We also dive deep into wealth alignment, showing how money, when viewed as a tool, can be strategically deployed for impact investing, philanthropy, and purpose-driven wealth building.

You’ll learn how personalized financial planning can help ensure your investments consistently reflect your values, so your portfolio becomes an authentic expression of your identity.

Whether you’re building your legacy, seeking more meaning from your wealth, or navigating the complexities of financial decision-making, this conversation equips you with strategies to connect your money to your mission.

📌 Subscribe to our Youtube for new episodes: / @purposedrivencapital
📌 Learn more about Purpose Driven Capital: https://www.purposedrivencapital.co
📌 Follow on LinkedIn for investing insights: / matthewbjohns
DISCLAIMER: This video represents the views and opinions of it's guest and does not reflect the views and opinions of HoneyHive Capital Partners LLC. Nothing in this video nor any communications from it should be treated as constituting financial, investment, legal, tax or other advice of any kind, or as a recommendation to buy or sell an interest with respect to any investment.

  continue reading

Chapters

1. Introduction (00:00:00)

2. Why money is a tool, not a goal (00:03:15)

3. Discovering your financial identity (00:06:00)

4. Behavioral finance and the trust gap in financial services (00:09:30)

5. Using behavioral psychology to guide investment choices (00:14:00)

6. How Nomi helps investors connect money to purpose (00:18:00)

7. Lessons the financial world can learn from nonprofits (00:21:00)

8. Aligning your investments with your values and legacy (00:24:30)

9. Closing insights and where to connect with Marla (00:26:00)

7 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play