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The Standard Deviations podcast is a weekly production that looks at money, mind and meaning, all through a psychological lens. Each week, psychologist and New York Times bestselling author Dr. Daniel Crosby interviews a fascinating new guest, experts in everything from finance to literature to wellness. Each guest provides listeners with three concrete ways to apply what was learned that week, ensuring that weekly listening becomes part of a path to a richer life. Episodes are brief, resear ...
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Cognitive and emotional biases can have a big impact on your financial life. Each episode of Financial Decoder looks closely at one financial decision--and the biases that might cloud your judgment and cost you money. Host Mark Riepe, head of the Schwab Center for Financial Research, decodes the behavioral and psychological factors at play and shares strategies designed to improve the way you approach financial crossroads. Other experts join Mark to provide their unique perspective on behavi ...
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Money is Personal – Briggs Financial Inc. | Prudent financial advice is our only business
Steven Briggs, Chairman and CEO of Briggs Financial Inc.
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We talk with McKinsey partners and corporate executives on the challenges they face creating lasting strategies in a fast-changing world. We also examine the different ways these executives approach these challenges and the new and innovative ways they think of creating a vision for their enterprises.
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Clips and more from some of the best financial radio programs heard around the country every week. Advisors share their insight and offer tips to help you get to retirement.
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In Cashflow Ninja, host M.C. Laubscher, renowned as a leading expert in alternative investment strategies and alternative asset investing, interviews the best global minds in business and investing that share alternative wealth strategies and alternative asset investing niches. The mission of the Cashflow Ninja is to empower people to create, protect & multiply their wealth in the new economy and information age. The rules of money have changed and we share the new rules and how anyone can c ...
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Discover the Why Not Mint Money podcast for financial success. From savvy money-making strategies to expert tips on maximizing your savings, we've got you covered. Join us on this journey to unlock your financial potential. This is a Mint production, brought to you by HT smartcast.
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Advance your career with the FinPod podcast from CFI. Dive into career stories and member successes, and stay ahead with insights from our latest courses. Get all the essentials for a successful career in finance without any fluff—just the facts you need to excel in your professional journey.
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China has emerged as one of the 21st century’s most consequential nations, making it more important than ever to understand how the country is governed. True to the name Pekingology, or the study of the political behavior of the People’s Republic of China, this podcast aims to unpack the behavior of the Chinese Communist Party and implications these actions have within China and for U.S.-China relations. Jude Blanchette, the Freeman Chair in China Studies at CSIS, is joined by various expert ...
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Hello, and welcome to Simple, but Not Easy, where we turn complicated financial developments into actionable ideas. This is a podcast from Morningstar’s Wealth Group, where we equip financial advisors with our best ideas to remove friction and help clients achieve goals.
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The Art of Charm is where self-motivated people, just like you, come to learn from the company’s coaches about to how to master human dynamics, relationships, and becoming your best self with the help of Johnny and AJ, the company’s founders. Johnny and AJ bring their 11 years of coaching experience from their famous Bootcamps, where they host clients in Los Angeles from all over the world and they share their stories, best practices and themselves on this weekly podcast. Not only does The A ...
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The Payments Podcast from Bottomline
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The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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Welcome to the Money Strong Personal Finance Podcast, where we dive deep into the fascinating intersection of financial decision-making and human behavior. Your host, Dr. Bryan Foltice, aims to embark on this journey with you to explore the quirks, biases, and psychological factors that shape our financial choices. From understanding why we buy high and sell low, to uncovering the emotional drivers behind our investment strategies, each episode will uncover valuable insights to help you navi ...
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EveryDay ABA is a podcast that demystifies applied behavior analysis (ABA) showing how it’s scientific principles can be applied to improve every day life. Hosted by a Board Certified Behavior Analyst and two Registered Behavior Technicians, we explore how to navigate relationships, work, family life, and more through the lens of behavior science. Join us for practical tips, real-life examples, and insightful discussions that make ABA accessible and relatable to everyone. If you are certifie ...
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Most financial experts focus solely on numbers, but Rick Kahler, CFP®, CFT™, takes a deeper approach. With over 40 years of experience, Rick blends practical financial advice with powerful emotional insights to help you understand why you make the money decisions you do. Research shows that 90% of our financial choices are driven by emotions—not logic. Whether your habits seem irrational or confusing, Rick helps uncover the underlying beliefs and feelings influencing your behavior. It's abou ...
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Welcome to the "On The Tape" podcast, hosted by Danny Moses. For decades, Danny has seen it all on Wall Street and has built his reputation on integrity, curiosity and skepticism that he will bring with him each week. Having traded through the Great Financial Crisis and being featured in "The Big Short" is only part of the experiences Danny wants to share with the listener. This weekly podcast cuts through market noise, offering entertaining and informative discussions with expert guests giv ...
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The Modern Financial Advisor Podcast shines a light on innovative strategies, solutions, and ideas shared by guests who are driving the wealth management industry forward in new and exciting ways. The show is hosted by Mike Langford and produced by finservMarketing.
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ADHD reWired is more than just a podcast, we are a community for adults with ADHD. This podcast brings you stories, strategies, and science from everyday people and the world's top experts. Host Eric Tivers, LCSW, is a trained mental health professional who not only specializes in ADHD but also has it. Eric talks openly about his own ADHD. If you want to feel less alone, hit subscribe for a weekly dose of "me too."
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Join us on a journey to financial prosperity as we explore the science behind wealth creation and management. In this podcast, we’ll delve into the strategies, mindset shifts, and practical tips that can help you achieve your financial goals. Proudly developed with the help of the Affluence Science Labs, a division of LMSL, the Life Management Science Labs. Discover how to build a solid financial foundation, develop a wealth mindset, and overcome common financial challenges addressed from th ...
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Every business is in some way a “people business” with success or failure often coming down to how leaders manage the people dynamics of their organization. People Business is a weekly podcast focused on what it takes to build and lead a successful, profitable business by navigating the human element.
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In July 2021, ARJ & Associates, Inc. added the Finding Your Financial Voice Podcast. A new podcast is available on the 2nd Tuesday of each month on Spotify, IHeart, and Apple Radio and streaming on BDE Music Network. The podcast Finding Your Financial Voice Podcast, created by Ms. Johnson in February 2021, entertain guests with insightful and colorful financial advice on insurance and investments and healthy financial habits, allowing each listener to gain financial knowledge. This knowledge ...
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Her Money Mindset with Courtney Schweinler is a podcast dedicated to empowering women to take control of their finances and cultivate a healthy relationship with money. Hosted by money coach Courtney Schweinler, each episode offers practical tips on budgeting, saving, investing, and overcoming common financial challenges. Courtney blends personal advice with real-life stories to help listeners shift their mindset, break through limiting beliefs, and build confidence in their financial decisi ...
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College admissions tips , strategies and various & sundry, not necessarily politically-correct thoughts on the whole college application and scholarships kit and kaboodle. Brought to you by Pearl and Andy Lockwood, best-selling authors, admissions and scholarships consultants based in Long Island New York, a/k/a one of the spazziest places on earth for college stress, weird ultra-competitive behavior by parents and teens! For more info, visit www.LockwoodCollegePrep.com
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Hey there! I'm Shannon - a licensed psychotherapist in private practice who also happens to love tarot. Each episode I work to demystify tarot and explore its connections to mental and emotional health while implementing its inherently helpful tools to better understand ourselves and those around us. Join me as I unravel common struggles related to our behavior, thought patterns, emotions, and relationships while pulling cards to facilitate growth and to help create the life and relationship ...
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Haverford Trust and Hank Smith are nationally recognized investment leaders committed to informing and inspiring people to build better financial futures for their families. In his chats with authors, influencers and industry experts, Hank helps bring a sense of clarity and calm to the complexity and stress of personal finance. Topics range from quality investing, retirement resilience, market trends and behavioral psychology.
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Orion’s The Weighing Machine How does Orion help financial advisors guide investors toward their financial goals? We provide the services and solutions advisors need to help clients stay invested in balanced portfolios. On Orion’s “The Weighing Machine,” featuring Orion Chief Investment Officer Rusty Vanneman, CFA, CMT, BFA, we cut through the market clamor and focus on time-tested principles that help financial advisors and investors reach their long-term financial goals. Each podcast revie ...
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When it comes to navigating the twists and turns of stock market investing, do you choose poorly? Or wisely? Experience suggests most of us are bad investors, although you may not hear this from speaking with friends and family. Sadly, the compounding effect of poor investment decisions can add up to a lot of money lost and time wasted. On “Invested Poorly: Sad Tales of FInancial Fails,” host Jeff Harrell offers unique perspective and energy as he guides you through common pitfalls that trap ...
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Financial decisions are endlessly complicated. There’s a huge body of academic literature that tries to study them to look for answers on how to improve decision making while a broad industry of financial advisors also work with investors every day on decisions that affect their financial futures. But there exists a divide between the two. On The Behavioral Divide, presented by Avantis Investors®, host and UCLA Professor Hal Hershfield examines this divide to find insights that may help advi ...
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Welcome to “Swift Chats” in the Financial Services Industry, a podcast brought to you by Impact Communications, where your hosts Marie Swift and Jonny Swift speak with interesting people in the financial services industry and the financial planning profession. Our podcast spotlights independent financial advisory firms, allied financial services institutions, and “fintech” companies that we think are adopting "Best Practices" in the industry. We also share our own tools and ideas aimed at he ...
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A show dedicated to those who think they may be living in or are recovering from domestic abuse /narcissistic/ antisocial abuse. A soft approach that teaches the importance of self worth. Domestic abuse is defined as any pattern of behavior in a relationship used to gain or maintain power and control over an intimate partner. Abuse is psychological, physical, sexual, and sometimes financial. Behaviors that frighten, intimidate, terrorize, manipulate, hurt, or wound are abusive. More supporti ...
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What makes a keynote speaker truly unforgettable? What happens behind the scenes before they step onto the stage? And, as a financial professional or event planner, how do you know which speaker is the right fit for your audience? Welcome to Financial Behavior Thought Leaders–the podcast that gives you an exclusive, behind-the-scenes look at the most sought-after speakers in financial services. This show is hosted by Dr. Mary Bell Carlson, founder of Financial Behavior Keynote Group, where w ...
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Educating Financial Advisors on the things they should know (but don’t). Host Belle Osvath, CFP®, interviews industry thought leaders and professionals targeting meaningful and useful information to help you to stay at the top of your game. No matter how long you have been in the industry there is always more to learn and interesting people to hear from, so join Belle in her mission to become a smarter planner. This Podcast is sponsored by the Financial Planning Association’s National Capita ...
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Young and Profiting with Hala Taha (Entrepreneurship, Sales, Marketing)
Hala Taha | Entrepreneurship, Sales, Marketing | YAP Media Network
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Young and Profiting with Hala Taha is the must-listen podcast for anyone who is hardcore into entrepreneurship. Hosted by Hala Taha, a self-made entrepreneur and marketing expert, this top-ranked show features mini-masterclasses with business icons and entrepreneurs like GaryVee, Alex Hormozi, Mel Robbins, Reid Hoffman, Tom Bilyeu and Codie Sanchez. Listen to YAP to profit in all aspects of life - from boosting sales and beating algorithms, to brain hacks and biohacking. Whether you’re launc ...
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Joe Murphy and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes ...
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Changing Behavior. Some believe that the adoption of positive behaviors by individuals and communities “just happens”. But the truth is, there is a science behind how to encourage and design for change. The Behavior Change Architect Podcast is a conversation about innovative and evidence-based behavior change strategies to increase wellbeing. Listen in to discussions with thought leaders, industry experts, and innovative scientists, on hot-button topics around specific behaviors like vaping, ...
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According to the CDC and WHO respectively, 1 in 3 American men experience physical or sexual violence or stalking by an intimate partner within their lifetime. 1 in 3 women worldwide experience physical or sexual violence by an intimate partner or sexual violence by a non partner in their lifetime. The thing is, domestic abuse and violence go beyond physical and sexual assault. There is also emotional, psychological, and financial abuse. As a domestic violence survivor myself, I empower peop ...
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Mental Models Podcast It's not a brain in a jar, that's the gist!
Dr. Daniel Krawczyk & George Baxter, JD, CFA
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All about your brain & obtaining real-world behavioral finance knowledge! Listeners have access to original and engaging discussion of behavioral finance and cognitive bias.
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Bad Behavior is an award-winning podcast that delves into all things taboo - if it’s an uncomfortable conversation, we want to have it! Queer friends, and self-confessed rebellious spirits, Rosalind and Nikila are here to challenge how we think about identity. You should listen if you’re drawn to conversations that are a little bit bad, in the best way!
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Clarifying the path towards tokenization through connecting, educating, and identifying what is needed. The multi-disciplinary aspect of tokenization implies that representatives from various parts of society all need to engage, reflected in the foundation's participants and the support from multiple ministries, the industry, universities, and many other (international) institutions. 2Tokens is a public project financed in the context of the response of the European Union on the COVID-19 pan ...
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Every week, real estate team lead Byron Lazine and financial advisor Pat Kenny give insight into Connecticut real estate and local news affecting the real estate and stock markets.
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Truth is stranger than fiction...and reality tv stars know this better than anyone. They are personally intertwined with the world’s most extraordinary happenings, mysterious people and bizarre crimes than anyone else. The truth is, while being a reality star and putting their lives out there does have its perks, it also makes them an easy target and more susceptible to criminal behavior. That’s why so many reality stars have a story…it happened to them, their friend, their family…a house br ...
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Are you ready to unlock the timely insights on consumer lending from industry leaders? Step into the world of cutting-edge financial innovation and balance sheet strategies with Consumer Lending Perspectives, the must-listen podcast for forward-thinking finance executives. In an era of rapid technological advancement and shifting consumer behaviors, staying ahead of the curve is essential. Join host Jeff Bogan, CFO at Upgrade and a fintech veteran, as he brings you episodes with C-Suite exec ...
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One of the most helpful plain-English resources for investors who want to demystify exchange-traded funds
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https://transcendentfinancialliving.com/ This Podcast, hosted by Carmen Ortiz, is created for all co-creators of the New Earth committed to a new economy that works for all. Our conversations are based on a Unitive Narrative and include the topics such as Oneness Money, Transcending Money Conflicts, Transcendent Money Actions, and Transcending Retirement. Visit our website to learn about transcendent financial living and join us as member of the Transcendent Financial Planning Community. htt ...
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Welcome to Blue Marble Research Advisory's media blog Media appearances and in-depth Interviews with leading Investment Strategists, Economists, Geopolitical experts, and other key thought leaders
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Integrating Financial Psychology Into Practice with Ashley Quamme
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In this episode of Financial Behavior Thought Leaders, host Dr. Mary Bell Carlson welcomes special guest Ashley Quamme, a licensed marriage and family therapist, financial behavior expert, and one of Financial Behavior Keynote Group’s exclusive speakers. Ashley is uniquely positioned at the intersection of financial planning and therapy, specializi…
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873: Dr. Patty Ann Tublin: The Psychology of Wealth: How Money Personalities Drive Financial Behavior
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My guest in this episode is Dr. Patty Ann Tublin. She is an internationally recognized relationship, communication, and emotional intelligence expert who helps high-performing executives, entrepreneurs, and business leaders unlock next-level success through the power of connection. With a Doctorate in Clinical Psychology, two master's degrees, and …
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How Behavioral Portfolio Management and Honest Communication Can Transform Client Relationships
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In this episode of the Modern Financial Advisor Podcast, host Mike Langford engages in a thought-provoking conversation with Felipe Toews, CEO of Toews Asset Management and author of 'The Behavioral Portfolio: Managing Portfolios and Investor Behavior in a Complex Economy.' Delve into the intricacies of behavioral finance, market timing challenges,…
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Corporate Finance Explained | Behavioral Finance: How Psychology Shapes Financial Decisions
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What happens when emotion and psychology creep into financial decisions? In this episode of Corporate Finance Explained on FinPod, we unpack the human side of finance through the lens of behavioral finance, exploring why even the most skilled professionals fall victim to biases like overconfidence, loss aversion, and anchoring. Real-world cases lik…
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Krista Williams & Lindsey Simcik: When Friendship Is a Business Superpower | Entrepreneurship | E353
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Starting a business with your best friend might sound like a recipe for disaster to many entrepreneurs. But for Krista Williams and Lindsey Simcik, that’s exactly how their journey into entrepreneurship began. With just a $15 recorder and a tiny closet, they launched Almost 30, a podcast that quickly grew from a side hustle to a thriving business. …
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3 Rules to Reconnect with Old Friends | Anna Goldfarb
1:06:37
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Modern life has made friendship feel more confusing, fragile, and isolating than ever. In this episode, journalist and author Anna Goldfarb joins us to unpack the paradox of modern friendship — why we’re lonelier despite being more connected, and what we can do to build stronger, more fulfilling relationships. Anna shares her “Triple D” framework (…
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This week on The Tarot Diagnosis Podcast, I’m sitting down with the Two of Cups, but not in the romanticized way we often think about with this card. Sure, this card speaks to connection, mutual care, and being seen, but in this episode, I’m more interested in what is hiding underneath all that sweet relational imagery. Inspired by a lively (and op…
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College Admissions Secrets: What Officers Really Look For in 2025
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College admissions officers don’t just want perfect GPAs or test scores—they want authenticity, consistency, and leadership. Here’s what really matters in 2025 applications. In this episode, Pearl and Andy Lockwood unpack: ✔ The “60/40” formula behind Ivy League admissions ✔ How GPA inflation is hurting students ✔ What colleges look for beyond stat…
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In this explosive episode, Aubrey sits down with powerhouse attorney—and Real Housewives of Orange County icon—Emily Simpson for a no-holds-barred breakdown of the trial that has everyone talking. Nothing’s off-limits as the two dive into the game-changing testimony of ‘Mia,’ dissect whether the prosecution is really stacking up a solid RICO case, …
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How Airtel Payments Bank is Bridging India’s Financial Gap
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In a country as vast and diverse as India, banking isn't just about branches — it's about access. In this episode of Why Not Mint Money, we’re joined by Ganesh Ananthanarayanan, COO of @AirtelPaymentsBankIN to explore how technology is not only transforming the way we pay but also expanding who gets to participate in the financial system.With India…
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Corporate Finance Explained | Corporate Debt Management: Strategies and Risk
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In this episode of Corporate Finance Explained on FinPod, we dive into the world of corporate debt management, a crucial aspect of business strategy that can fuel growth or sink companies if mismanaged. Join us as we break down the fundamentals of debt versus equity financing, explore real-world examples like Tesla, Apple, and Toys R Us, and reveal…
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Tim Storey: The Miracle Mindset Every Entrepreneur Needs to Bounce Back | Human Behavior | YAPClassic
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Tim Storey grew up in a cramped apartment in Compton, where he faced early trauma after losing both his father and sister in quick succession. Despite the odds, he anchored his life in resilience, positivity, and faith. He overcame personal and systemic struggles and rose to become one of the world’s most sought-after life coaches. Tim now guides c…
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Breaking Down Silos Between Treasury & AP
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In this episode, we talk with Kat Moy, Head of Education at the Accounts Payable Association (APA), about the ongoing disconnect between Accounts Payable (AP) and Treasury teams. They explore why these silos exist, the downsides of poor collaboration, and how strategic alignment can help improve cash flow, reduce costs, and manage risk. Kat shares …
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If you’ve ever wondered how perceived powerful women like Cassie, Capricorn, and “Mia” could fall victim to the abuse they’ve bravely testified about—Aubrey understands. She’s lived her own versions of it. In this raw and revealing episode, Aubrey opens up about her own harrowing experience when love crossed the line into control and cruelty. Throu…
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Capricorn Clark corroborated much of Cassie's testimony, and then some! From an alleged kidnapping, to being threatened with murder, Capricorn told the jury what it was like to work for Diddy. But did his former assistant hold back? Aubrey offers her take on the power player who went from being Diddy's gatekeeper to calling him 'The Devil.' See omn…
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In this episode of CFI Member Spotlight, we sit down with Russel Tan, a dynamic professional from Singapore who’s bridging the worlds of engineering and finance. Join us as Russel shares his unconventional journey from aerospace engineering to pursuing a career in finance, highlighting his passion for problem-solving, private equity, and the power …
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China Across CSIS: Lessons and Next Steps from Deals with China and the UK
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On this episode from the Trade Guys, Bill Reinsch, Scott Miller, and Andrew Schwartz unpack the Geneva agreement between the U.S. and China to deescalate their trade war. They also look at the US-UK framework agreement and what lessons it offers for other countries looking to negotiate with the Trump administration. Originally aired on May 15, 2025…
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253. Private capital gets more alternative
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For many years, the continued rise of private markets has been defined by assets under management (AUM), while the composition of the industry evolved significantly. This week, two of McKinsey’s Private Capital Practice experts are joined by Neil Mehta from Apollo Global Management to discuss the diverse types of non-traditional private capital inc…
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Lost Touch? Simple Prompts to Reignite Friendships [Social Intelligence Brief]
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You’ve got names in your phone that make you smile—but when’s the last time you actually reached out? In this episode of Social Intelligence, AJ Harbinger and Johnny Dzubak share four simple, science-backed strategies to reconnect with old friends, former mentors, and professional contacts—even if it’s been years. From “because I thought of you” te…
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Dr. Daniel Crosby - Learn to Love Your Limits
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Tune in to hear: What is facticity and how can we turn these “limitations” into strengths? What are some historical examples of people who used their limitations to do, or create, something remarkable? What is Sheena Iyengar’s “jam study” and what are its implications for decision making and behavioral science? Why are constraints such an important…
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Elegant Trades: Insights for Smarter Negotiations
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You may have heard the saying “everything in life is a negotiation.” It highlights the prevalence of negotiations across many facets of our everyday lives—sometimes with lower stakes like agreeing to an allowance with your children and in other cases much more impactful decisions that pertain to your career or that might affect long-term financial …
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Michael Kantrowitz: The "K"antro Shaped Recovery
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Michael Kantrowitz, Chief Investment Strategist at Piper Sandler, joins the On the Tape podcast to discuss his views on the current market landscape. The conversation touches on Kantrowitz's rankings, his new podcast 'What's Next for Markets,' and his thoughts on market myopia and reactivity. He delves deep into the primary factors driving market m…
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70-Domestic Violence Rises 12% in Summer: What You Need to Know
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The summer months bring more than just sunshine and vacations—they create a perfect storm for domestic violence. Did you know abuse incidents spike by 12% during summer? This jarring statistic reveals how stretched family time, rising temperatures, and increased substance use create dangerous environments for vulnerable individuals. Warriors, I'm s…
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11. What To Do When Your Income Isn’t Enough
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What to Do When Your Income Isn’t Enough Feeling stuck and like no matter what you do, the numbers don’t add up? This episode is your permission slip to stop blaming yourself—and start building a better plan. Inside: 💭 Why your income gap isn’t your fault ✂️ When budgeting alone isn’t enough 💡 Real ways to make more money ✅ A step-by-step plan usin…
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VettaFi’s Cinthia Murphy: Inside the World of S&P 500 ETFs
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Cinthia Murphy, Investment Strategist at VettaFi, goes inside the world of S&P 500 ETFs, exploring several unique angles to the industry’s flagship products.By ETF Prime
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SS&C ALPS Advisors’ Paul Baiocchi Talks Active ETFs, Thematics, & More
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Paul Baiocchi, Chief ETF Strategist at SS&C ALPS Advisors, dives into key ETF trends, from active and alternatively-weighted strategies to international and thematic ETFs.By ETF Prime
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BONUS: My Investment Portfolio…From Stocks to Bonds to Cash
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By listener request! In this bonus segment, host Jeff Harrell reveals his personal investment portfolio and shares insights on how he arrived at his current financial position. The table supplement he references throughout this bonus segment lists his asset allocation of stocks, bonds, and cash equivalents, as well as the percentages he is targetin…
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Wrap-Up Season 3 – Invested Poorly: Sad Tales of FInancial Fails (S3 E11)
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S3 E11: Season 3 is a wrap! Host Jeff Harrell recaps the third season, summarizing all the investing and financial topics covered over the previous 10 episodes. These included discussions on stocks and bonds (individual and funds), legacy planning, financial advice, managing investor fears, and much more. Reminder: As you progress down the road to …
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Corporate Finance Explained | Strategic Capital Allocation
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How do companies decide where to invest, when to return cash to shareholders, or when to take bold risks on new technologies? In this episode of Corporate Finance Explained, we break down capital allocation, the art and science behind a company’s biggest money decisions. From ROI and NPV to multi-billion dollar bets on streaming, cloud computing, a…
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Fear-Based Investing…Never a Good Idea (S3 E10)
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S3 E10: One trait that’s nearly universal among investors is fear. Given the inherent uncertainties in investment outcomes, investors frequently seek strategies that promise a higher degree of control over their portfolios. These strategies range from simple to complex trading methodologies, as well as various insurance-based investment products. B…
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Financial Professionals Never Make Mistakes…Not!! (S3 E9)
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S3 E9: The financial services industry is highly predatory, with some advisors prioritizing their own biases or financial interests over those of their clients. This poses a challenge for you when looking for trustworthy advisors and expecting them to act in your best interest. Given that most people require some level of guidance to manage their f…
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You Spend…More Money Than You Think You Do (S3 E8)
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S3 E8: How can you know where you’re going, if you don’t know where you’re at? This principle is crucial for achieving FI, particularly when it comes to your spending. If you’re on the path to financial independence, having a comprehensive understanding of your living expenses can reward you with a sense of comfort. This reassuring information is n…
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Neglecting Privacy and Security…A Recipe for Financial Disaster (S3 E7)
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S3 E7: Scamming people out of their money is a billion-dollar global industry. Ignoring this fact in hopes it will never impact you is not only naïve, but in many ways irresponsible. Putting basic safeguards in place before you are the target of a financial scam is not very difficult, but does require a time commitment. Host Jeff Harrell is steppin…
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Legacy Planning…What Are You Waiting For? (S3 E6)
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S3 E6: Everyone eventually faces their ultimate demise, and when this occurs, it triggers a distressing chain of events that families dread. Not only are family members in mourning after a death, but they must address financial and estate plan matters as well. This exacerbates an already stressful time, and occasionally causes familial discord. If …
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High-Yield Bonds…Junk or Treasure? (S3 E5)
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S3 E5: “Beauty is in the eye of the beholder” aptly describes high-yield, or “junk,” bonds. Host Jeff Harrell offers insight into their characteristics and how they may be the most misunderstood asset class in the financial markets. You’ll get recommendations on how to incorporate these securities into a diversified portfolio, with strategies that …
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Investing in Bonds…Funds or Individual Securities? (S3 E4)
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S3 E4: The debate around buying individual bonds versus bond mutual funds and ETFs is a polarizing one in the investment world. Proponents of individual bonds tout the benefit of a maturity date, which the other securities generally don’t offer. Jeff Harrell will give you all the information you need to decide for yourself if this benefit is worth …
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Sleep Like a Scientist: Using ABA to Fix Adult Sleep Habits
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In this episode of EveryDay ABA, hosts Paola, Leslie, and Brittanny explore one of adulthood’s most frustrating challenges: sleep-onset insomnia. Drawing from evidence-based strategies in Applied Behavior Analysis (ABA), the episode examines how faulty reinforcement patterns, mismatched stimulus control, and poor sleep hygiene can disrupt healthy s…
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Index Funds Are the “Right” Way to Invest…Maybe?? (S3 E3)
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S3 E3: Index funds are perhaps the greatest invention in the history of financial markets, but there may be circumstances where an alternative strategy could be superior. If you’re interested in learning a little more about building a portfolio of individual stocks, this episode is a must-listen. Host Jeff Harrell acknowledges there is nothing an i…
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You Know Enough About Investing to…Still Mess Everything Up (S3 E2)
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S3 E2: Discovering FI (financial independence) can be thrilling and it’s tempting to quickly make changes to your finances and investments. This episode cautions you to proceed slowly to ensure you fully understand the financial ramifications of your actions. Because you don’t want to win the battle, but lose the war. “Small things” like transactio…
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Investment Phases…Accumulation to Transition to Drawdown (S3 E1)
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S3 E1: The three investment phases we all go through are accumulation, transition, and drawdown. This episode explains how to invest during each phase and what changes you should make as you shift from one phase to the next. Host Jeff Harrell shares his unique strategy to navigate all three phases. Using his personal FI journey as a guide, you will…
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Morgan Lemaitre of Park City Wealth Advisors - Building a Legacy Through Intentional Living
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Today on the podcast, Rusty and Robyn are joined by Morgan Lemaitre, Founder & Owner of Park City Wealth Advisors. Morgan Lemaitre, CFP®, founder and owner of Park City Wealth Advisors, boasts over a decade in the financial services industry, however her background goes beyond that. From competitively figure skating on behalf of Team USA to cooking…
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Kid Cudi wasn't playing. He showed up to Diddy's trial prepared to tell his truth about Diddy AND Cassie. Aubrey offers her thoughts on his bombshell testimony, from the alleged break-in, to the car bombing he claims was orchestrated by Diddy himself. And, as the trial is set to resume, Aubrey says one witness in particular has a story that is sur…
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Is Connecticut Finally Turning The Inventory Corner?
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Join Byron Lazine and Brian Skelly, the mortgage guru, as they discuss existing home sales and Connecticut's inventory. #realestate #connecticuthousing #housingmarket
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Gabby Bernstein: Transform Your Business and Lead with Clarity Through Self-Healing | Mental Health | E352
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To lead with greater alignment and less burnout, entrepreneurs must prioritize mental health, mindset, and self-healing. Gabby Bernstein’s childhood was rooted in spirituality, but a high-pressure PR career in New York’s nightclub scene led to addiction, burnout, and anxiety. Realizing her health, business, and identity were at risk, Gabby began he…
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