Best Brendan Frazier Podcasts (2025)

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Why Blame Breaks Relationships—Understand Your Partner Instead with Brendan Frazier 39:31

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17d ago39:31

39:31

What if the future of financial planning isn't in the numbers—but in the emotions behind them? In this episode, Ed sits down with Brendan Frazier—host of The Human Side of Money podcast and Chief Behavioral Officer at RFG Advisory—to explore why the most meaningful conversations about money aren’t about returns or budgets…they're about people. With…

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When Money Triggers You, Try This Approach with Lindsay Troxell 39:09

3d ago39:09

39:09

What happens when deep healing meets financial planning? Lindsay Troxell, business coach, certified life planner, and child-free entrepreneur, joins Ed to explore the profound intersections of money, identity, trauma, and relationships. Together, they unravel Lindsay’s personal journey through financial betrayal, her healing process, and the creati…

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148: The Dark Side of Financial Freedom No One Prepares You For with Rick Foerster 1:25:55

9d ago1:25:55

1:25:55

At 38, Rick Foerster became financially independent after helping build a healthcare startup that went public. By every external measure, he had “enough.” But internally, he felt restless, disoriented, and unsure of what came next. In this candid conversation, Rick and Brendan Frazier explore what happens on the other side of enough, when financial…

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The 5 W’s Every Couple Must Ask for Stronger Relationships 8:34

1M ago8:34

8:34

In this solo episode, Ed unpacks the Five W’s—Who, What, Why, Where, and When—as a framework for building deeper financial intimacy. Money isn’t just about numbers; it’s about the stories, fears, hopes, and histories that shape how couples connect. From uncovering the “who” that shows up at the table, to redefining the “what” of financial intimacy,…

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Why Sensitive People Struggle With Money (And How to Fix It) with Diana Gisel Yañez 44:40

2M ago44:40

44:40

Ed is joined by the deeply insightful Diana Gisel Yañez—money coach, investment manager, and advocate for financial healing through a lens of social justice and sensitivity. Diana shares her unique journey from Wall Street disillusionment to empowering highly sensitive people (HSPs) to reclaim their financial narratives. Together, Ed and Diana expl…

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147: How To Win Clients and Build Plans Using A Human-First Approach with Tim Maurer 1:23:18

2M ago1:23:18

1:23:18

Winning more clients and creating a more client-centric planning experience requires a shift. A shift away from the numbers. A shift towards the human. In this episode, Tim Maurer, Chief Advisory Officer at Signature FD shares his insights on building a human-first approach to transform both your prospecting and your planning. Instead of relying on…

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Why Scarcity, Not Your Bank Account, Holds You Back with Leisa Peterson 38:59

2M ago38:59

38:59

Ed welcomes author, coach, and financial thought leader Leisa Peterson for a powerful conversation on money, relationships, and abundance. Leisa shares the journey behind her new book The Money Catalyst, a parable that blends storytelling with timeless lessons about love, wealth, and self-discovery. Together, they explore how our upbringing shapes …

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146: From IQ to EQ: A Process For Delivering Values-Based Advice With Shannon Harris 1:40:16

2M ago1:40:16

1:40:16

Most Advisors rely on technical expertise (IQ). But when you work with human beings, IQ alone often isn’t enough. You have to combine IQ and EQ (Emotional Intelligence). Shannon Harris, Managing Partner at Ecclesiastes Wealth Partners, has developed an approach that blends IQ with EQ by delivering values-based advice designed to reshape every clien…

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How Does Money Shape Power, Control & Self-Worth in Our Relationships? with Vicky Reynal 43:26

2M ago43:26

43:26

Ed is joined by renowned financial psychotherapist Vicky Reynal, author of Money On Your Mind: The Psychology Behind Your Financial Habits. Broadcasting across continents—from London to North Carolina—Ed and Vicky explore the profound emotional undercurrents that shape our financial behaviors. Together, they unpack how money often acts as a stand-i…

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145: How One Retiree Experimented His Way to a Fulfilling Retirement with Fritz Gilbert 1:27:41

3M ago1:27:41

1:27:41

What if everything you’ve been taught about preparing clients for retirement is only half the story? Fritz Gilbert spent a decade writing over 400 articles about life after work on his blog The Retirement Manifesto. But the real transformation happened after he actually retired. In this episode, Fritz reveals the surprising emotional challenges ret…

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Financial Therapy: The One Log Method 14:00

3M ago14:00

14:00

This special series dives deep into the heart of financial therapy through nine powerful, 10-minute interviews with professionals at the intersection of money and mental health. Recorded live at the 2025 Financial Therapy Association Conference, each episode explores a single, compelling question: Why financial therapy? What emerges is more than ju…

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Financial Therapy: Reframing Fear Around Running Out of Money 8:22

3M ago8:22

8:22

This special series dives deep into the heart of financial therapy through nine powerful, 10-minute interviews with professionals at the intersection of money and mental health. Recorded live at the 2025 Financial Therapy Association Conference, each episode explores a single, compelling question: Why financial therapy? What emerges is more than ju…

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Financial Therapy: What Feels Good Today Might Cost You Tomorrow 11:16

3M ago11:16

11:16

This special series dives deep into the heart of financial therapy through nine powerful, 10-minute interviews with professionals at the intersection of money and mental health. Recorded live at the 2025 Financial Therapy Association Conference, each episode explores a single, compelling question: Why financial therapy? What emerges is more than ju…

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Financial Therapy: Bridging Identity & Money for Polyamorous Relationships 14:57

3M ago14:57

14:57

This special series dives deep into the heart of financial therapy through nine powerful, 10-minute interviews with professionals at the intersection of money and mental health. Recorded live at the 2025 Financial Therapy Association Conference, each episode explores a single, compelling question: Why financial therapy? What emerges is more than ju…

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Financial Therapy: Money Is a Relationship, Not a Checklist 13:59

3M ago13:59

13:59

This special series dives deep into the heart of financial therapy through nine powerful, 10-minute interviews with professionals at the intersection of money and mental health. Recorded live at the 2025 Financial Therapy Association Conference, each episode explores a single, compelling question: Why financial therapy? What emerges is more than ju…

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Financial Therapy: How Self-Esteem Affects Spending 9:08

3M ago9:08

9:08

This special series dives deep into the heart of financial therapy through nine powerful, 10-minute interviews with professionals at the intersection of money and mental health. Recorded live at the 2025 Financial Therapy Association Conference, each episode explores a single, compelling question: Why financial therapy? What emerges is more than ju…

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Financial Therapy: Compulsion, Consumption & Control 11:12

3M ago11:12

11:12

This special series dives deep into the heart of financial therapy through nine powerful, 10-minute interviews with professionals at the intersection of money and mental health. Recorded live at the 2025 Financial Therapy Association Conference, each episode explores a single, compelling question: Why financial therapy? What emerges is more than ju…

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144: How To Stay Connected (And Deepen Trust) Between Client Meetings With Dr. Megan McCoy 1:18:58

3M ago1:18:58

1:18:58

What if the most important trust-building moments with clients aren’t during meetings, but actually in between them? It turns out that your communication between meetings ( texts, emails, calls, etc.) can significantly impact trust, satisfaction, and client retention. In this conversation, Dr. Megan McCoy shares her breakthrough research on the pow…

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Financial Therapy: Self-Worth vs Net Worth 11:16

3M ago11:16

11:16

This special series dives deep into the heart of financial therapy through nine powerful, 10-minute interviews with professionals at the intersection of money and mental health. Recorded live at the 2025 Financial Therapy Association Conference, each episode explores a single, compelling question: Why financial therapy? What emerges is more than ju…

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Financial Therapy: Neuroscience Meets Money Shame 8:10

3M ago8:10

8:10

This special series dives deep into the heart of financial therapy through nine powerful, 10-minute interviews with professionals at the intersection of money and mental health. Recorded live at the 2025 Financial Therapy Association Conference, each episode explores a single, compelling question: Why financial therapy? What emerges is more than ju…

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Why Does Financial Therapy Matter? 9 Experts Share the Truth 4:12

3M ago4:12

4:12

This special series dives deep into the heart of financial therapy through nine powerful, 10-minute interviews with professionals at the intersection of money and mental health. Recorded live at the 2025 Financial Therapy Association Conference, each episode explores a single, compelling question: Why financial therapy? What emerges is more than ju…

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143: Why Every Retirement Plan Needs Purpose Before Portfolios with Tony Hixon 1:32:35

4M ago1:32:35

1:32:35

Most retirees prepare financially, but still feel lost when they step away from work. Why? Because emotional readiness is just as critical as a fully funded retirement account. Tony Hixon, CIMA®, RFC® knows this firsthand. After a personal tragedy reshaped his view of retirement, he realized that wealth without purpose leaves a void. Fortunately, T…

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Frugal vs YOLO: Unpacking Financial Tension in Relationships with Dr. Stephanie Zepeda 36:41

4M ago36:41

36:41

What happens when financial tension meets emotional depth in a relationship? In this unforgettable episode of the Healthy Love and Money Podcast, Ed sits down with Dr. Stephanie Zepeda, a licensed marriage and family therapist and director of Financial Therapy Texas, for a transformative conversation on money, identity, and the emotional roots of o…

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142: Transforming Your Onboarding Process Into A Referral Engine with Libby Greiwe 1:32:30

4M ago1:32:30

1:32:30

What if your onboarding process could become your most powerful referral engine? Most advisors overlook onboarding as a strategic growth tool—and that’s a mistake. In this episode, Brendan Frazier sits down with Libby Greiwe, founder of The Efficient Advisor, podcast host, and author of The First 100 Days: The Advisor’s Blueprint for a Remarkable C…

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Money Habits You Didn’t Know You Inherited—and How They're Fueling Couples’ Fights with Dr. Shay Harris-Pierre 37:04

4M ago37:04

37:04

Ed and the brilliant Dr. Shay Harris-Pierre dive deep into the emotional and relational dynamics of family, business, and money. As a licensed therapist, financial therapist, and expert in family business governance, Dr. Shay brings a rare blend of clinical insight, lived experience, and academic expertise. From childhood lessons of delayed gratifi…

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141: The Power of Storytelling: How To Craft Stories That Convert Prospects Into Clients with Stacy Havener 1:46:45

5M ago1:46:45

1:46:45

The most common mistake advisors make with prospects? They deliver a logically-driven pitch showcasing all the ways they can help. But, prospects make decisions with the emotional part of the brain. And, that’s why logical pitches fall on deaf ears. Stacy Havener, Founder and CEO at Havener Capital Partners, has raised billions for boutique asset m…

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Is Inheriting Money the Worst Way to Get Rich? with Myra Salzer 35:38

5M ago35:38

35:38

Ed sits down with Myra Salzer, founder of The Wealth Conservancy and a pioneering advocate for inheritors. Together, they pull back the curtain on the often-misunderstood world of inherited wealth. With warmth and wisdom, Myra shares how inheriting money can be as disorienting and isolating as it is liberating and why traditional financial planning…

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140: The Human Side of Retirement with Dan Haylett (Part 2) 56:37

5M ago56:37

56:37

What if retirement planning wasn’t just about saving but about learning how to spend? In Part 2 of The Human Side of Retirement, Brendan Frazier continues his conversation with Dan Haylett to explore the emotional and psychological aspects of decumulation. They dig into the behavioral side of this transition, why a “save, save, save” mindset can ho…

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What Do Great Sex & Healthy Finances Have in Common? with Angela Skurtu 34:58

5M ago34:58

34:58

Welcome to a bold conversation you didn’t know you needed. In this groundbreaking episode, host Ed Coambs sits down with Angela Skurtu—licensed marriage and family therapist, certified sex therapist, and all-around force of nature—for a candid, hilarious, and deeply insightful conversation about the unexpected but undeniable connection between sex …

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139: The Human Side of Retirement with Dan Haylett (Part 1) 1:00:20

5M ago1:00:20

1:00:20

Retirement isn’t just about reaching a number – it’s a deeply personal transition that requires more than financial planning. By understanding what truly matters beyond the numbers, you can better support clients in creating meaningful and fulfilling retirements. In Part One of this episode, Dan Haylett emphasizes the importance of shifting the foc…

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Why Your Partner’s Career Might Be Sabotaging Your Future (and How to Fix It) with Brooklyn Brock 33:28

5M ago33:28

33:28

In today’s episode of the Healthy Love and Money Podcast, Ed is joined by the incredible Brooklyn Brock — a trailblazing financial planner who specializes in helping dual-career couples navigate the complex intersection of love, work, and money. Brooklyn opens up about her own journey as part of a dual-career couple and shares deeply personal insig…

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138: How To Communicate The Intangible Value of Financial Planning with Michael Lecours 1:39:31

6M ago1:39:31

1:39:31

Financial planning is a service-based business. You’re selling the invisible. It can’t be seen, touched or experienced before buying. Prospects are forced to search for other ways to evaluate the value of working with you (most of which are NOT great options to inform such an important decision!). Fortunately, Michael Lecours, a financial advisor a…

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Financial Therapist Explains Why Your Childhood Shapes Your Finances with Lindsay Bryan-Podvin 38:47

6M ago38:47

38:47

In today’s powerful conversation, Ed welcomes back the insightful and trailblazing Lindsay Bryan-Podvin, financial therapist, author, and educator, to explore the emotional undercurrents of our financial lives. From her innovative work at the University of Michigan to her unique blend of social work and financial literacy, Lindsay shares how she’s …

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137: A 4-Step Framework To Guide Anxious Clients Through Uncertain Markets 49:40

6M ago49:40

49:40

The conversations you have with clients during uncertain markets are the most important you’ll ever have. Helping them safely and confidently navigate times like these is likely the single most important thing you’ll ever do… If you know how to do it! In this episode, Brendan walks through a 4-step framework to equip you with everything you need to…

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136: A Process For Rewiring Financial Behavior and Identity with Danielle Howard 1:43:19

6M ago1:43:19

1:43:19

Most advisors know they need to integrate the human element into their practice. But, it’s hard to decide WHAT to do and HOW to do it. Fortunately, Danielle Howard has successfully studied, tested and integrated the human element into her practice for over 30 years. And, through those years of learning and testing, she built the “Journey of Financi…

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Financial Dysmorphia: Navigating Shame, Joy, and Judgment with Megan McCoy 40:12

6M ago40:12

40:12

In this deeply insightful episode, Ed welcomes the brilliant Dr. Megan McCoy—professor at Kansas State University and a pioneering voice in the field of financial therapy. With warmth, humility, and her signature sense of humor, Megan opens up about the complexities of receiving praise, navigating imposter syndrome, and how shifting socioeconomic s…

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The Invisible Labor of Love: Couples Defining Contribution Beyond Income with Doug and Heather Boneparth 42:23

7M ago42:23

42:23

In this intimate and thought-provoking episode of the Healthy Love and Money Podcast, Ed sits down with powerhouse couple Doug and Heather Boneparth—co-founders of Bonafide Wealth and co-authors of an upcoming book that dives deep into the intersection of love, money, and trauma. But this isn't just a story of professional success—it's a raw, unfil…

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135: Breaking Money Silence with Kathleen Burns Kingsbury 1:21:52

7M ago1:21:52

1:21:52

Talking about money remains one of the most challenging topics for many, often shrouded in silence and taboo. Why do we hesitate to engage in money conversations, and how can financial advisors help break this cycle? Join Brendan Frazier as he chats with Kathleen Burns Kingsbury, the mastermind behind KBK Wealth Connection and author of “Breaking M…

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How We Blew $600K & The Hard Lessons We Learned From It with Price of Avocado Toast 41:18

7M ago41:18

41:18

Ed interviews Justin and Hailey Brown-Woods, the dynamic couple behind the 'Price of Avocado Toast' podcast and financial coaching business. The Brown-Woods share their personal journey from receiving a $600,000 wrongful death settlement to blowing through the money and accruing $220,000 in debt, and how they turned their financial hardships into a…

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134: Turn Clients Into Raving Fans By Creating Memorable Experiences with Dennis Moseley-Williams 1:48:45

8M ago1:48:45

1:48:45

Financial advice is no longer just about offering services—it’s about creating real, meaningful experiences for clients. Because an experience unlike any other is the difference between a one-time sale and a lifelong client. You want to create experiences so exceptional that your clients aren’t even interested in hearing about an alternative. And, …

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133: Creating A Visual Discovery Meeting Experience with David Armstrong 1:42:08

8M ago1:42:08

1:42:08

If you want to grow your advisory business by bringing on new clients, you have to get three things right: Your marketing, messaging and meetings. Marketing: You have to attract the right prospects and repel the wrong ones. Messaging: You have to connect with the prospect. Meetings: You have to create an experience that infuses trust and clarity. M…

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Understanding the Emotional Cost of Wealth and Its Impact on Happiness with Derek Hagan 44:19

8M ago44:19

44:19

In this episode of the Healthy Love and Money Podcast, I’m honored to welcome back Derek Hagan, financial psychology expert and founder of Meaningful Money. We explore the deep emotional ties we have to money, the way wealth impacts identity, and the myths we carry about financial success. Derek shares his insights on why many people believe money …

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The Hidden Forces That Shape Your Money Mindset with Derek Hagan 40:58

9M ago40:58

40:58

In this episode of the Healthy Love and Money Podcast, I’m thrilled to welcome Derek Hagan, financial psychology expert and founder of Money Health Solutions. We dive into the hidden forces shaping our money mindset, how childhood experiences influence financial behaviors, and the powerful role of curiosity in personal and financial growth. Derek s…

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132: The Search For Purpose and Meaning In Retirement with Tom Pendergast 1:36:05

9M ago1:36:05

1:36:05

We all have an idea of what retirement will be like. But what happens when reality doesn’t match your expectations? For many, the transition from a structured career to unstructured free time isn’t as easy as it seems. That’s exactly what happened to Tom Pendergast. Tom is a retired professional who found himself facing an unexpected challenge: bor…

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Turning Simple Actions into Lasting Fulfillment with Jordan Grumet 42:39

9M ago42:39

42:39

In this episode of the Healthy Love and Money Podcast, I welcome Dr. Jordan Grumet, hospice physician, financial expert, and author of The Purpose Code. We dive into the fundamental difference between meaning and purpose, how childhood narratives shape our life choices, and why many people struggle to feel “enough.” Jordan shares powerful insights …

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Internal Family Systems & Financial Therapy with Tara Unverzagt 44:17

9M ago44:17

44:17

In this episode of the Healthy Love and Money Podcast, I welcome Tara Unverzagt, founder of South Bay Financial Partners and a fellow financial therapist. We explore Internal Family Systems (IFS) and how this groundbreaking therapeutic approach can help individuals and couples transform their financial relationships. Tara shares her journey of inte…

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131: The Soul of Wealth: Connecting Money and Meaning with Dr. Daniel Crosby 1:19:49

9M ago1:19:49

1:19:49

We all know that true wealth goes far beyond money. Yet, we all act as though money is the ultimate end game. Like when your client says, “Once I get to $_____, then I’ll be ready.” But money is simply a tool to fund the life you want to live. And once you know how to use it, it’s a powerful tool for enhancing your happiness, meaning and fulfillmen…

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Finding Freedom in Money and Life with George Kinder 52:51

9M ago52:51

52:51

In this episode of the Healthy Love and Money Podcast, I have the extraordinary privilege of welcoming George Kinder, the father of Life Planning and author of The Seven Stages of Money Maturity. George has been a pioneer in integrating psychology, philosophy, and finance, helping people move beyond numbers and into true financial freedom. Today, w…

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Marriage, Budgeting, and Monarch with Rachel Lawrence 44:39

10M ago44:39

44:39

In this episode of the Healthy Love and Money Podcast, I sit down with Rachel Lawrence, a financial planner and the Head of Advice and Planning at Monarch Money. Rachel has an incredible personal journey with money that shaped her passion for financial planning and cash flow management. She shares her insights on how couples can collaborate around …

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130: Behavioral Finance Ideas Proven To Enhance Client Outcomes with Dan Egan 1:23:55

10M ago1:23:55

1:23:55

As Betterment’s Director of Behavioral Science, Dan Egan knows that understanding human behavior is key to your client’s financial success. But knowing that’s true and knowing what to do about it are two different things. There are a lot of opinions thrown around in the behavioral finance space on what works and what doesn’t. And you probably don’t…