What happens when two financial advisors get together for a conversation about non-financial planning topics? A dynamic conversation that dives into current culture and the broader landscape of behavioral finance.

My friend and colleague Matt Zeigler joins me for a first-of-its-kind Emotional Balance Sheet podcast episode. There was no agenda, pre-scheduled questions, or thoughts on how the conversation would go. It is completely unfiltered.

We explore the importance of community and continuous learning, sharing their experiences from being part of Brian Portnoy's Building the Behavioral Advisor group and why behavioral finance is a topic the public should know more about.

We navigate the concept of remaining connected in a world that feels increasingly disconnected, uninformed, and calloused, emphasizing the value of turning consumers into creators to break the cycle. We explore the challenges of creating a personal archive for complete thoughts amidst the constant barrage of information, touching on Matt's innovative Cultish Creative YouTube channel.

Please enjoy my conversation with Matt Zeigler.

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For resources discussed in this episode, visit tammacapital.com/podcast.

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And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.

Resources Featured in This Episode:

Matt Zeigler

Cultish Creative

Cutting Through the Noise: Removing Distractions for Decision Making

The Fourth Turning