The Human Side of Money
Are you ready to delve into the emotional side of money, enhance your practice, and forge deeper connections with your clients? The Human Side of Money Podcast offers actionable ideas and strategies to empower financial advisors with the skills needed to
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Recent Episodes
151: The Psychology of Goals: 6 Ways Financial Advisors Can Help Clients Follow Through
Most of your clients’ financial planning goals don’t fail because they’re unrealistic. They fail because behavior hasn’t changed. In this episode,...
150: Best of 2025: A Highlight Reel of Behavioral Finance Strategies That Helped Advisors Grow
This year’s “Best of” episode is a highlight reel of the most impactful, yet practical
strategies discussed in this year’s Human Side...
149: Turning Financial Plans Into Purpose-Driven Lives with Emily Rassam
Most Advisors build plans around numbers. Emily Rassam builds them around people.
In this episode of The Human Side of Money, Brendan sits down...
148: The Dark Side of Financial Freedom No One Prepares You For with Rick Foerster
At 38, Rick Foerster became financially independent after helping build a healthcare startup that went public. By every external measure, he had “enough.”...
147: How To Win Clients and Build Plans Using A Human-First Approach with Tim Maurer
Winning more clients and creating a more client-centric planning experience requires a shift.
A shift away from the numbers. A shift towards...
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