Best Yohance Harrison Podcasts (2025)

1
28. When Plans Fall Apart: Navigating Client Disappointment and Your Own Emotional Response with Yohance Harrison 42:44

Play Pause

27d ago42:44

42:44

Text us to share what you found helpful! In this case consultation episode, Ashley teams up with fellow advisor and podcast host Yohance Harrison to tackle a challenge many financial advisors face: when carefully crafted plans fall apart due to circumstances beyond anyone's control. Yohance brings a real scenario involving clients whose homebuying …

1
29. The Power of Story: How Financial Advisors Can Unlock Deeper Client Connections Through Money Narratives with Dr. Joy Lere 34:14

11d ago34:14

34:14

Text us to share what you found helpful! What if the key to transforming your client relationships isn't in your financial planning software, but in your ability to understand and work with the stories your clients tell themselves about money? In this compelling episode, licensed clinical psychologist and co-founder of Shaping Wealth, Dr. Joy Lere,…

1
#141: Unlocking the Power of Self-Directed IRAs with Adam Bergman 36:36

27d ago36:36

36:36

In this conversation, T.J. van Gerven and Adam discuss the concept of self-directed IRAs, exploring their differences from traditional IRAs, the potential for investing in alternative assets, and the role of custodians. Adam shares insights on the benefits and risks associated with self-directed IRAs, including compliance issues and the importance …

1
27. 3 Essential Skills Every Financial Advisor Needs to Master Client Psychology 37:17

1M ago37:17

37:17

Text us to share what you found helpful! Season 2 is officially here! In this Season 2 kickoff, host Ashley Quamme, licensed therapist and financial behavior specialist reveals the three essential psychological skills that separate good advisors from great ones. Drawing from behavioral finance research, therapeutic communication techniques, and rea…

1
26. The Hidden Role of Shame in Financial Planning: Practical Tools for Advisors to Create Client Breakthroughs with Nathan Astle 42:29

2M ago42:29

42:29

Text us to share what you found helpful! Is an invisible emotional barrier preventing your clients from following through on their financial plans? In this episode, Certified Financial Therapist™ and founder of the Financial Therapy Clinical Institute, Nathan Astle, reveals how unaddressed financial shame often lurks beneath surface-level resistanc…

1
#140: The Role of a CFO with James Vanreusel 33:07

2M ago33:07

33:07

Connect with James: https://vanreuselventures.com/ Connect with TJ: https://mementofinancialplanning.com/links In this conversation, T.J. van Gerven interviews James Vanreusel, founder and CEO of Vanreusel Ventures, about the multifaceted role of a CFO, the importance of financial strategy in business growth, and the behavioral aspects of finance. …

1
How ER Docs Can Prevent Burnout and Lifestyle Creep (Advice from Dr. Fred Kency) 48:25

2M ago48:25

48:25

Burnout is real, and lifestyle creep is sneakier than you think. In this episode of Becoming an Attending, ER physician Dr. Fred Kency Jr. joins financial advisor Yohance Harrison to talk about burnout, financial preparedness, and the hidden traps new doctors fall into after residency. With practical advice drawn from Dr. Kency's military, academic…

1
25. Shut Up and Listen: How Strategic Listening Skills Transform Client Relationships with Matt Halloran 45:35

2M ago45:35

45:35

Text us to share what you found helpful! Could the secret to deeper client relationships be as simple as just shutting up? In this eye-opening episode, Matt Halloran, co-founder of ProudMouth and author of "Shut the F Up and Listen," reveals how mastering the art of listening can completely transform advisor-client dynamics. Drawing from his backgr…

1
AI Doesn't Know Your Client: Why Advisors Still Matter 27:45

3M ago27:45

27:45

In this episode of Only Human, host Yohance Harrison sits down with Mark Hansen—founder of Second Comma and host of The Quiet Part—to dive deep into why AI can’t truly “know your client.” They discuss real-world examples of how advisors can use AI for efficiency without outsourcing emotional intelligence, client context, and core advisory work. Mar…

1
24. Mastering Grief Literacy: Why Widows Leave Their Advisors and How to Keep Them with Kathi Balasek 41:09

3M ago41:09

41:09

Text us to share what you found helpful! What happens when your widowed client can't focus on financial decisions because they're drowning in grief fog? Grief literacy expert Kathi Balasek pulls back the curtain on the psychological reality facing clients after loss, sharing her own journey as a young widow who made financial mistakes despite havin…

1
#139: Navigating the Complex World of Student Loans with Lauryn Williams, CFP® 39:26

3M ago39:26

39:26

Connect with Lauryn: https://www.lauryn-williams.com/ Student Loan Planner: https://www.studentloanplanner.com/ In this episode, T.J. van Gerven and Lauryn Williams discuss the complexities of managing student loan debt, including public service loan forgiveness, income-driven repayment plans, and the implications of recent policy changes. Lauryn s…

1
23. Understanding Financial Trauma: How Advisors Can Recognize the Invisible Barriers to Client Success with Rahkim Sabree 48:41

3M ago48:41

48:41

Text us to share what you found helpful! Financial trauma silently shapes your clients' decisions regardless of their net worth—and Rahkim Sabree reveals exactly how to spot it. This conversation unpacks how childhood experiences, observed behaviors, and systemic barriers create powerful money beliefs that persist even when clients achieve financia…

1
Why Emotional Intelligence Beats Artificial Intelligence Every Time 39:21

4M ago39:21

39:21

Licensed therapist and financial behavior specialist Ashley Quamme joins Yohance Harrison to unpack how emotional intelligence (EI) can be an advisor’s greatest asset. In a world increasingly influenced by artificial intelligence, this episode explores how empathy, self-awareness, and social skills help financial professionals build deeper client r…

1
22. Debunking The Great Wealth Transfer: Facts vs. Fiction with Dr. Jim Grubman 40:17

4M ago40:17

40:17

Text us to share what you found helpful! Ever wondered where that "$84 trillion wealth transfer" statistic actually came from? In this internationally recognized wealth psychology expert Dr. Jim Grubman separates fact from fiction about the much-hyped "Great Wealth Transfer." Drawing from decades of experience consulting with wealthy families and t…

1
21. Financial Planning for Women Post-Divorce: Research Insights and Practical Strategies with Michael Kothakota 39:54

4M ago39:54

39:54

Text us to share what you found helpful! In this episode, financial planning practitioner and researcher Michael Kothakota shares evidence-based approaches for supporting women through divorce financial planning. Drawing from his extensive research and practice experience at WolfBridge Wealth, Michael reveals how traditional divorce processes often…

1
Why Financial Advisors Win with Stories, Not Spreadsheets | Shelby Rothmant 34:56

4M ago34:56

34:56

On this episode of the Only Human podcast, behavioral financial advisor Yohance Harrison sits down with Shelby Rothman of Enjoy Financial to explore how storytelling makes financial advice stick. With 25+ years of experience, Shelby shares how personal stories and client empathy create deeper trust than any tech tool can. They talk recession fears,…

1
How Financial Advisors Stay Human in an AI-Driven World with Paul Sydlansky 33:06

5M ago33:06

33:06

In this episode of Only Human, host Yohance Harrison sits down with Paul Sydlansky, founder of Lake Road Advisors, to explore how financial advisors can stay human and irreplaceable in an AI-driven world. They discuss the evolution of financial planning technology, the importance of relationships in advisory services, and the tools that genuinely a…

1
20. Women as Financial Decision-Makers: Strategies for Empowering Female Clients in Retirement Planning with Tanya Nichols 38:08

5M ago38:08

38:08

Text us to share what you found helpful! In this insightful episode of Planning & Beyond, host Ashley Quamme explores the unique dynamics of women who serve as primary financial decision-makers with Tanya Nichols, founder and president of Align Financial. With 25 years of experience helping women retire confidently, Tanya shares valuable perspectiv…

1
From Nursing Student to Financially Savvy RN: Mastering Money & Career Growth with Lonzena Robinson 49:21

5M ago49:21

49:21

In this episode of The Money Script Podcast, host Yohance Harrison sits down with Lonzena Robinson, RN and founder of Swallow the Pill, to discuss the financial and career transitions in the medical field. From navigating student loans to leveraging high-paying opportunities in travel nursing, Lonzena shares invaluable insights on financial literac…

1
The Future of Small Business Banking: Yohance Harrison & Deanna Zubrickas on Profit First and Relay 21:34

5M ago21:34

21:34

Welcome back to Only Human, brought to you by The Money Script! In this episode, Yohance Harrison sits down with Deanna Zubrickas from Relay, a leading online banking platform for small businesses. They discuss profit-first banking, automation, and financial strategies that help business owners take control of their cash flow. Learn how Relay’s fre…

1
19. Mastering Emotional Intelligence in Financial Planning: How EQ Drives Client Trust and Business Growth with James Woodfall 37:16

5M ago37:16

37:16

Text us to share what you found helpful! Summary: In this compelling episode, former financial planner turned emotional intelligence expert James Woodfall reveals how mastering EQ can transform client relationships and dramatically improve business outcomes. Drawing from his unique background as both a financial planner and master's degree holder i…

1
"The Soul of Wealth: Lessons on Money, Values, and Gratification for Medical Professionals" - A Conversation with Daniel Crosby 32:03

5M ago32:03

32:03

In this episode of The MoneyScript Podcast, host Yohance Harrison sits down with Dr. Daniel Crosby, renowned behavioral finance expert and author of The Soul of Wealth. They explore delayed gratification, financial psychology, and the hidden traps of wealth—critical topics for medical students, residents, and new attending physicians. Learn how to …

1
Staying Human in Finance: Tech, Wealth, and the Future of Advising with Chelsea Ransom Cooper 31:05

6M ago31:05

31:05

How do financial advisors stay human in an industry dominated by tech and automation? In this episode of Only Human, host Yohance Harrison sits down with financial planner Chelsea Ransom Cooper to explore the evolving role of technology in financial advising. From her journey into wealth management to leveraging AI and data visualization, Chelsea s…

1
18. Financial Intimacy: Understanding the Psychology of Money in Relationships with Ed Coambs 48:01

6M ago48:01

48:01

Text us to share what you found helpful! What is financial intimacy…and how is that different from financial transparency?.In this episode, Ed Coambs, CFP® and Licensed Marriage and Family Therapist, reveals how financial advisors can deepen both client relationships and their own marriages through financial intimacy. Learn about Ed's innovative GR…

1
#138: Understanding Money Trauma and Cultivating Healthy Financial Habits with Shannah Game 32:34

6M ago32:34

32:34

On this episode of 'Do More With Your Money,' T.J. van Gerven chats with Certified Financial Planner and money expert Shannah Game. Shannah, who hosts the successful podcast 'Everyone's Talking Money' and authored 'Unraveling Your Relationship With Money,' shares insights from her career on financial planning and education. The discussion delves in…

1
17. Transform Your Client Conversations Through Motivational Interviewing with Derek Hagen 43:08

6M ago43:08

43:08

Text us to share what you found helpful! Discover how to revolutionize your client relationships using motivational interviewing, a powerful framework that enhances client engagement and facilitates meaningful change. Join host Ashley Quamme and guest Derek Hagen, Director of Education at Money Quotient, as they unpack this evidence-based approach …

1
16. How to Incorporate a Financial Behavior Officer Into Your Firm with Jake Northrup 41:13

7M ago41:13

41:13

Text us to share what you found helpful! In this episode of Planning & Beyond, host Ashley Quamme sits down with Jake Northrup, owner of Experience Your Wealth, to explore how incorporating behavioral expertise into financial planning firms can transform client relationships and enhance practice management. As both the host and the financial behavi…

1
Financial Rx: Avoiding Common Money Mistakes in Medicine A conversation with Andrew McFadden 36:32

7M ago36:32

36:32

Welcome to Season 6 of The MoneyScript Podcast with your host, Yohance Harrison! This season is dedicated to medical students, residents, and new attending physicians, offering financial planning advice tailored to the unique challenges of the medical profession. Yohance is joined by Andrew McFadden of Panoramic Financial, a financial advisor speci…

1
15. Estate Planning Beyond Documents: Key Insights for Financial Advisors with Emily Rassam 39:35

7M ago39:35

39:35

Text us to share what you found helpful! In this episode we’re joined by Emily Rassam, wife, mother of two, Partner and Senior Financial Planner at Archer Investment Management to talk about the importance of estate planning and the emotional intricacies involved in discussing mortality with loved ones. Emily emphasizes the need to go beyond the ba…

1
14. Finding Joy in Financial Planning: How to Help Clients Balance Wealth and Happiness with Larry Sprung 37:52

7M ago37:52

37:52

Text us to share what you found helpful! In this episode, we're joined by Larry Sprung, husband, father, award-winning advisor, author, and mental health advocate to explore how financial advisors can transform client relationships by focusing on joy rather than just numbers. Larry shares practical insights on: How to incorporate joy-focused conver…

1
13. How to Handle Burnout as an Advisor with Neil Bage 46:35

8M ago46:35

46:35

Text us to share what you found helpful! In this episode, Neil Bage, co-founder of Shaping Wealth, shares his journey from aspiring PE teacher to leader in behavioral finance, blending neuroscience with financial services to transform client relationships. We discuss the overlooked well-being of financial advisors and the importance of self-care in…

1
#137: Understanding the Tax Benefits of S Corp Elections vs. LLC with John Briggs 47:48

8M ago47:48

47:48

In this episode of "Do More With Your Money," T.J. van Gerven is joined by John Briggs, CEO of Incite Tax. John shares his entrepreneurial journey and insights into tax planning, client relationships, and the importance of understanding actual profits. Key topics include the benefits of electing S Corporation status for tax savings, the Qualified B…

1
12. Understanding Financial Dynamics in Blended Families with Mikel Van Cleve 48:54

8M ago48:54

48:54

Text us to share what you found helpful! In this episode, Mikel Van Cleve joins us to talk about the unique challenges blended families face in managing money. Mikel shares practical advice from his personal life and career, covering topics like handling complex family relationships, respecting traditions, and planning for kids of different ages. W…

1
11. Using Assessments to Deepen Client Relationships with Dr. Sarah Fallaw 46:52

9M ago46:52

46:52

Text us to share what you found helpful! In this episode, we talk with Dr. Sarah Fallaw, co-author of The Next Millionaire Next Door and founder of DataPoints, who explains how understanding client personalities can improve financial advising. She shares how using science-backed tools, instead of just traditional risk assessments, helps advisors bu…

1
#136: How Understanding Your Money Scripts Can Transform Your Financial Future with Yohance Harrison 47:40

9M ago47:40

47:40

Yohance Harrison, the founder of Money Script Wealth Management, joins T.J. van Gerven in this episode of "Do More With Your Money." Yohance shares his journey from financial hardship to becoming a chartered retirement planning counselor and behavioral financial advisor. The discussion delves into the importance of financial literacy, the concept o…

1
10. Identity Matters: Aligning Your Clients' Values and Purpose with Lindsay Troxell 58:29

9M ago58:29

58:29

Text us to share what you found helpful! In this episode of Planning & Beyond, we welcome Lindsay Troxell, Founder and Head Coach of Our Coaching Initiative. Lindsay shares her personal journey and how it shaped her approach to identity work in financial planning. Key points discussed: Lindsay's framework for understanding identity: who you are, wh…

1
9. Mindset & Skills for Nailing Your Prospect & Discovery Meeting with Brendan Frazier 49:32

10M ago49:32

49:32

Text us to share what you found helpful! In this episode, we talk with Brendan Frazier, Chief Behavioral Officer of RFG Advisory, about the mindset and skill set that advisors need to nail their prospect and discovery meeting. Brendan shares practical tips on how to quickly build trust from the first conversation as well as how to continue building…

1
#135: How Can Physicians Think Through Financial Planning Amidst Student Loan Debt with Brent Boden 39:11

10M ago39:11

39:11

In this episode of the "Do More With Your Money" podcast, host T.J. van Gerven speaks with Brent Boden, a seasoned financial advisor specializing in medical professionals. Brent, also the host of the "Physicians Financial Checkup" podcast, shares his journey into financial literacy and his passion for assisting others. The discussion focuses on fin…

1
8. From Advisor to Retiree: Tackling the Challenges of Stepping Away with Dan Haylett 37:47

10M ago37:47

37:47

Text us to share what you found helpful! You plan for your clients’ retirement, but are you planning for yours? In this episode, Dan Haylett helps unpack the unique challenges financial advisors face when planning their own retirement. From building self-sustaining teams to seeking our own financial planners, we share essential strategies to avoid …

1
7. Insights for Navigating the Retirement Rebel Revolution with Dan Haylett 39:50

11M ago39:50

39:50

Text us to share what you found helpful! In this episode of Planning and Beyond, we sit down with Dan Haylett, a trailblazer in the world of retirement planning. Together we explore the emotional difficulties of modern day retirement and how advisors can support their clients in being what Dan calls a "retirement rebel.” Dan shares his innovative a…

1
#134: Accessing Your Equity And The Liquid Stock Advantage with Jeff Le Sage 42:24

11M ago42:24

42:24

In this podcast episode, T.J. van Gerven talks with Jeff Le Sage, the founding partner of Liquid Stock. They discuss how Liquid Stock helps employees and shareholders of late-stage private companies access liquidity without selling their shares. Jeff explains the benefits of exercising stock options early to manage tax obligations and maximize gain…

1
6. The Path to Funded Contentment with Brian Portnoy 35:57

11M ago35:57

35:57

Text us to share what you found helpful! What is "funded contentment," and how do you live a truly meaningful life? In this episode, we talk with Brian Portnoy, founder of Shaping Wealth, about how true wealth is more than just having lots of money. We also talk about how financial advisors can focus on helping people with their life goals, not jus…

1
5. Considerations for Integrating Financial Psychology into Practice 24:01

12M ago24:01

24:01

Text us to share what you found helpful! Unlock the secrets of integrating financial psychology into your practice with insights from Dr. Meghaan Lurtz. We tackle the nuanced challenges and uncover strategies to bring financial psychology into firms effectively. From hiring specialized experts to comprehensive advisor training, each method has its …

1
#133: How Can Financial Literacy Impact Your Business Success with Steve Coughran 33:52

12M ago33:52

33:52

In this episode of "Do More With Your Money," host TJ van Gerven welcomes Steve Coughran, a renowned business strategist and founder of Coltivar and Boosting Your Financial IQ. Steve shares his journey from growing up in a financially challenged household to building a multi-million dollar business. He emphasizes the importance of financial literac…

1
4. How Not to Ask Stupid Questions with Dr. Meghaan Lurtz 35:02

12M ago35:02

35:02

Text us to share what you found helpful! Ready to transform your client communication? In this episode, Dr. Meghaan Lurtz, Partner at Shaping Wealth, joins us to reveal the secrets of effective questioning in financial planning. Discover how the right phrasing turns questions into engaging conversations, strengthening client relationships. Learn to…

1
3. The Impact of Emotions on Professional Advice with Dr. Meghaan Lurtz 30:39

1y ago30:39

30:39

Text us to share what you found helpful! Is the secret to exceptional financial advising hidden in your own self-awareness? Join me, Ashley Quamme, and Dr. Meghaan Lurtz in this episode of Planning and Beyond as we explore the crucial role of self-awareness in financial planning. We discuss how personal biases, money stories, and experiences shape …

1
2. Navigating Client Relationships in Financial Planning with Dr. Meghaan Lurtz 29:56

1y ago29:56

29:56

Text us to share what you found helpful! How can understanding your clients' psychology change the way you offer financial advice? Discover the impact of client psychology in financial planning with Dr. Meghaan Lurtz, Partner at Shaping Wealth. In this episode, Dr. Lurtz shares her journey through personal financial challenges and offers insights o…

1
#132: Empowering Financial Conversations - A Guide for Parents and Young Adults with Bobbi Rebell 43:42

1y ago43:42

43:42

In this podcast episode, Bobbi Rebell, a Certified Financial Planner and CEO of Financial Wellness Strategies, shares her journey and insights on financial independence. She discusses her book "Launching Financial Grown-Ups," inspired by her challenges in engaging her stepchildren in financial conversations. Bobbi emphasizes the importance of under…

1
1. Stepping Into the Unknown: Launching 'Planning and Beyond' with Ashley Quamme 13:07

1y ago13:07

13:07

Text us to share what you found helpful! Starting something new is a wild ride, filled with the highs of excitement and the lows of anxiety. Just like Rapunzel stepping out of her tower in Disney's Tangled, I'm stepping into the unknown with this inaugural episode of Planning and Beyond. Join me, Ashley Quamme, as I share my journey of launching th…

1
#131: Exploring the Shred Method: Accelerating Mortgage Debt Repayment with Adam Carroll 50:54

1y ago50:54

50:54

In this podcast episode, T.J. hosts financial expert Adam Carroll, who shares his journey from college debt to financial responsibility. Adam introduces the "shred method," a technique using home equity lines of credit to reduce interest expenses on debts like mortgages and student loans. He explains how this method can save money and increase fina…