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

Recent Episodes

121: A Playbook To Master The Human Side of Advice with Michael Kitces

Posted September 4, 2024 • 01:54:40

When you want to learn something about financial planning and advice, the ultimate source is Michael Kitces.

Most people know Michael is a spreadsheet-loving,...

120: The Three Cornerstones of a Happy And Fulfilling Retirement with Michael Finke

Posted August 23, 2024 • 01:38:03

Michael Finke’s research shows that the trifecta of a happy and fulfilling retirement incorporates:

Money Health Social Connection

Most financial...

119: A 3-Step Process for Crafting a Statement of Financial Purpose with Andy Baxley – Part II

Posted August 8, 2024 • 01:23:14

*This is a continuation of the conversation that started in the previous episode (Episode 118). We highly recommend listening to that episode first!

A...

118: A 3-Step Process For Crafting A Statement of Financial Purpose with Andy Baxley – Part I

Posted July 11, 2024 • 01:19:17

A Statement of Financial Purpose serves as the mission statement for your client’s financial life.

It acts as the north star or lens for making...