Episodes

Dr.Sarah (Stanley) Fallaw, Ph.D. | President DataPoints | Author | BIO: Sarah Stanley Fallaw, Ph.D. is the author of The Next Millionaire Next Door and the founder and President of DataPoints LLC, a behavioral assessment advisor-tech company. In her role at DataPoints and her research, Dr. Fallaw continues the study on self-made wealth begun by her late father, Dr. Thomas J. Stanley, author of The Millionaire Next Door. Dr. Fallaw’s research on the psychology of wealth has been featured in numer...

With: Jason Pereira MBA CFA® CFP® | Personal Finance and fintech Expert Writer | Podcaster | Public Speaker Preet Banerjee | Behavioural Finance Expert | Keynote Speaker | Found of MoneyGaps Dr. Meghaan Lurtz Ph.D. | Lecturer | Writer | Senior Research Associate Kitces.com Mark McGrath CFP® CIM® CLU® | Financial Planner | Aaron Hector, B.COMM., CFP, R.F.P., TEP | Private Wealth Advisor | Financial Planner BIOs: Jason Pereira MBA CFA® CFP® is a highly experienced financial planner with over two d...

With Neil Bage | Co-Founder of Shaping Wealth | Keynote Speaker | Applied Behavioural Science BIO: Neil Bage is a seasoned expert in merging complex behavioural science with practical, tech-driven applications. With extensive experience as a Chief Behavioral Officer for a UK-based financial planning firm and as the founder of an award-winning behavioural technology business, Neil has shared his insights with thousands of professionals globally. His expertise spans human evolution, biology, and b...

Dr. Brad Klontz | Financial Psychologist | Author | Professor | Speaker | Financial Advisor BIO:Dr. Bradley T. Klontz, Psy.D., CFP®, is a renowned expert in financial psychology, applied behavioural finance, and financial planning. He is an Associate Professor of Practice at Creighton University Heider College of Business, Co-Founder of the Financial Psychology Institute, and Managing Principal at YYMW Advisors. Dr. Brad has made significant contributions to the field with eight books on the psy...

With Julie Kalkowski | Executive Director at Financial Hope Collaborative at Creighton University & Dr. Nicole White | PharmD, CDCES, NBC-HWC, DipACLM | Associate Professor BIOs: Dr. Nicole White is an Associate Professor of Pharmacy Practice at Creighton University School of Pharmacy and Health Professions. Her work focuses on lifestyle medicine, chronic disease management, and social determinants of health. She recently assessed the impact of financial education on health outcomes and is curre...

Dr. Susan Linn Ed.D | Psychologist | Author | Award Winning Ventrilogquist | Expert on Creative Play | BIO: Susan Linn, Ed.D, a psychologist, an author, and an award-winning ventriloquist, is a world-renowned expert on creative play and the impact of tech and commercial marketing on children. She is a Lecturer on Psychiatry at Harvard Medical School and Research Associate at Boston Children’s Hospital. Dr. Linn’s books have been praised in publications as diverse as The Wall Street Journal, Moth...

With Dr. Michael Kothakota | CEO of WolfBridge Wealth | Researcher BIO: Dr. Michael Kothakota has been a financial planning practitioner for over 18 years. He currently serves as CEO of WolfBridge Wealth, a Registered Investment Advisor firm and is the former Head of Research at CFP Board. As a researcher and innovator, he operates and conducts research at the intersection of artificial intelligence and the psychology of financial planning. Dr. Kothakota has consulted for financial technology fi...

Joy Lere, Psy.D | Licensed Clinical Therapist | Co-Founder of Shaping Wealth BIO: Meet Dr. Joy Lere, a distinguished expert in the realm of money psychology. Dr. Lere is a licensed clinical psychologist and co-founder of Shaping Wealth. Her extensive experience includes research and clinical roles at Penn Medicine Princeton Health, Children's National Medical Center, and the Department of Defense. Additionally, she has served as an Assistant Clinical Professor in Clinical Psychology at George Wa...

With David Krueger, MD | Executive Mentor Coach | CEO of MentorPath® | BIO: David Krueger, M.D. is an Executive Mentor Coach, CEO of MentorPath®, and a renowned author with 24 books and 75 scientific papers. His expertise blends mind, brain, and performance sciences with strategic coaching to empower professionals and executives for lasting peak performance. Notably, his bestseller "The Secret Language of Money" has reached a global audience, and he has received recognition like being named Top ...

Ken Honda | Money & Happiness Expert | International Best Selling Author | BIO: Money and happiness expert Ken Honda is a best-selling self-development author in Japan, with book sales surpassing eight million copies since 2001. His latest book is called “Happy Money: The Japanese Art of Making Peace With Your Money” (June 4, 2019, Simon & Schuster). Ken studied law at Waseda University in Tokyo and entered the Japanese workforce as a business consultant and investor. Ken’s financial expertise c...

Dr. Amit Kumar Ph.D | Assistant Professor of Marketing and Psychology | Researcher BIO: In this episode, we delve into the fascinating world of scientific research, exploring how we can spend our money to increase our feelings of happiness and overall well-being. Our guest, Dr. Amit Kumar, is an Assistant Professor of Marketing and Psychology at the University of Texas at Austin. With a Ph.D. in Social Psychology from Cornell University and a background from Harvard University, Amit's research c...

Dr. Mary Bell Carlson Ph.D., CFP®, AFC® | Financial Behavior Expert | Speaker | Author BIO: Meet Dr. Mary Bell Carlson, a financial behaviour expert, renowned speaker, and storyteller. With a diverse background, including a Ph.D. in financial planning focusing on financial therapy, CFP®, AFC®, and over 15 years of experience as a financial counsellor in various capacities, Mary's work has positively impacted countless individuals and families in improving their financial well-being. As the Presi...

Jillian Knight LMFT | Financial Therapist | Speaker | Toddler Mom | Mental Health Advocate BIO: Jillian is a Licensed Marriage and Family Therapist specializing in Financial Therapy for professional women and moms. After spending 10 years in the mental health field, Jillian realized her passion lay in helping individuals with their relationship with money. Her own experience with a strict financial program, fueled by shame and deprivation, led her to explore alternative approaches to personal fi...

Robin Powell | Journalist | Author | The Evidence-Based Investor | BIO: Robin Powell is an award-winning journalist, author, and video producer specializing in investing and personal finance. With over 20 years of experience in television journalism as a reporter, producer, and presenter, Robin founded Ember Television and its specialist division, Regis Media. He is also the Head of Client Education for RockWealth and runs two blogs, The Evidence-Based Investor and Adviser 2.0. Robin actively pr...

Amy Mullen CFP® | President of Money Quotient BIO: Amy Mullen, CFP® is the President of Money Quotient and a renowned expert in values-based financial planning. With extensive experience in guiding clients through change and fostering long-lasting client-planner relationships, Amy frequently presents at national financial industry conferences. She holds a CERTIFIED FINANCIAL PLANNER™ certification and has a background in "Financial Motivation & Change" from Marylhurst University. Amy is an activ...

Cameron Passmore Executive Chairman, Portfolio Manager, CIM®, FMA, FCSI, and Ben Felix Portfolio Manager, Head of Research, MBA, CFA, CFP®, CIM® BIO: Cameron Passmore is the Executive Chairman of PWL Capital, leading the firm's strategic vision and ensuring long-term success. With over 20 years of experience, he advocates for evidence-based, systemic investing. Cameron is committed to building a premier wealth management firm and shares his knowledge through the Rational Reminder podcast. Benjam...

With Adrian Furnham Professor of Psychology | Author | Academic Intro: Join us as Adrian Furnham offers profound insights into the psychology of money, guiding you toward a harmonious and fulfilling relationship with your money. Learn how to navigate the complexities of money, unlock your true potential, and ultimately achieve greater financial well-being. BIO: Adrian Frank Furnham is a highly accomplished BPS chartered occupational psychologist and chartered health psychologist. With an extensi...

Mark McGrath CFP® CIM® CLU® | Financial Planner | BIO: Mark is an experienced financial expert with over 10 years of experience in the industry. Holding designations such as Chartered Investment Manager (CIM®), CERTIFIED FINANCIAL PLANNER®, and Chartered Life Underwriter (CLU®), Mark is dedicated to educating and assisting individuals in achieving their financial dreams through evidence-based and comprehensive financial planning. His expertise lies in investment, tax, retirement, and estate plan...

In this episode, we delve into the world of financial change and its impact on our lives. Join us as we explore the expertise of Ross Marino, a seasoned financial advisor and advocate of Human First Financial Guidance. Ross shares his valuable insights on navigating through financial transitions, embracing change, and recognizing the importance of prioritizing our human experiences over mere financial equations. Discover how Ross's unique approach can help you gain a deeper understanding of your...

With Judy Oppenheim BIO: Judith (Judy) Oppenheim has a BA in psychology and an MBA in marketing. With over 20 years of experience in consumer insights, research, marketing, strategy, and product development, she has worked with major financial services companies and leading advertising and digital agencies. In 2019, Judith obtained her certification as a Happiness Trainer from Tal Ben Shahar's Happiness Studies Academy. She is actively involved in the education committee and is a founding member...

Join Project 100 Financial Anthems: Uncover Your Unique Money Story and Transform Your Relationship with Money Using Music. Do you want your own custom song about your money story? A song 100% written for you? Are you ready to embark on a transformative journey to understand your relationship with money? Project 100 Financial Anthems offers you a safe and supportive space to explore, evolve, and uncover your individual money story through the power of music, coaching, and reflective practices. D...

Dave Yeske Ph.d, CFP® | Co-Founder of Yeske Buie | Intro: In this insightful episode, Dr. Dave Yeske, a distinguished financial planner, takes us on a thought-provoking exploration of the hidden depths of our financial lives. From unravelling the meaning behind money to discovering the keys to navigating change, he reveals how curiosity and compassion can unlock a path to a more fulfilling and balanced approach. This episode will leave you inspired, curious, and eager to discover the transformat...

Erika Wasserman CFT-I™ | CEO Your Financial Therapist | Financial Therapist | BIO: Erika Wasserman is the CEO of Your Financial Therapist, a company she founded in 2019. She holds the sought-after certification of Certified Financial Therapist CFT-I™, which is only held by 30 individuals worldwide. With her background in finance and international economics, Erika combines her expertise with her passion for helping others. She empowers individuals, couples, and companies to reshape their perspect...

Dr. Bruce Ross, Ph.D., AFC®, CFT-I™ | Assistant Professor | Accredited Financial Counselor® | Certified Financial Therapist-I™ BIO: Dr. Bruce Ross, Ph.D., AFC®, CFT-I™, is an Assistant Professor in the Family Sciences Department at the University of Kentucky and serves as the Program Director for the Consumer Economics and Family Financial Counseling (CEF) undergraduate major program. He is an Accredited Financial Counselor® and a Certified Financial Therapist-I™. Why You Should Listen: In this ...