Najlepsze podcasty z kategorii: Behavioral Finance Biases (2024)

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Dr. Daniel Crosby - Emotions and Money: If You Can’t Beat It, Join It 14:04

5h ago14:04

14:04

Tune in to hear: What elements do “tulip mania,” the roaring twenties and the .com bubble share and what should be our biggest takeaway from these historic market events? What is the "affect heuristic" and how should we be thinking about it in relation to our investment decision making? How do the emotional states of euphoria and despair effect our…

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Michael Finke - The Behavioral Science Behind Your Retirement 32:01

7d ago32:01

32:01

Tune in to hear: From Michael’s vantage point, what did he observe during this recent market downturn? How can those nearing retirement overcome the tendency to have knee jerk responses to major negative market events? How can we better inoculate people against volatility before it happens? During a significant financial downturn is it more effecti…

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Greg Davies - The Way Forward for Behavioral Finance 42:12

10d ago42:12

42:12

Tune in to hear: Relative to all the other behavioral experts out there, what stands out about Greg and his work? How did he arrive at this unique point of emphasis? How has Behavioral Finance come full circle in recent years? What have been the biggest shifts in Behavioral Finance in the past decade? Also, how does he anticipate it might change in…

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Megan Gorman - All the Presidents’ Money 52:05

28d ago52:05

52:05

Tune in to hear: What was Megan’s favorite finding in the deep research she did for this book? Learn about Truman’s financial anxiety and how this impacted him. Why is it harder to pivot and recover from financial pitfalls than it used to be? What advice did Calvin Coolidge get from his stock broker? How did George Washington make his money and wha…

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Money Strong with Randy Brown: Butler's Initiative on Financial Education for All Students 36:21

30d ago36:21

36:21

Send us a text Introducing the Money Strong Program: Empowering Financial Literacy at Butler University In this episode, Bryan introduces his friend and partner, Randy Brown, as they unveil the Money Strong Program at Butler University. Together, they share their journey in developing the program, emphasizing the importance of financial literacy fo…

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Cady North - The Art of Sabbatical 36:10

1M ago36:10

36:10

Tune in to hear: Did Cady’s recent book, The Art of the Sabbatical, come from a place that was very personal and meaningful to Cady? If so, what was it that made this project so personal for her? In Cady’s experience, are many of those hoping to take a sabbatical doing so to just take a break from work or are they in search of a deeper, transformat…

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Episode 38: Three Untold Truths of Starting Your Own Business 20:15

1M ago20:15

20:15

Send us a text The Untold Truths of Starting Your Own Business | Bryan Foltice Behavioral Finance Podcast Welcome to the Bryan Foltice Behavioral Finance Podcast! In this episode, Bryan shares invaluable insights on starting your own business, focusing on three often overlooked aspects: the overwhelming responsibility, the isolation, and the slow g…

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Emily Blue - Humanizing the M&A Process 44:47

1M ago44:47

44:47

Tune in to hear: What is the disconnect between selling an advisory business, as it is popularly conceived, and as it usually goes down in the real world? What should people know about the process that they may not currently understand? What are the big things that are missing from the “highlight reel” version of selling a business and how can peop…

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Episode 37: Master Your Estimates: Understanding and Overcoming the Planning Fallacy 16:38

1M ago16:38

16:38

Send us a text Understanding and Overcoming the Planning Fallacy | Bryan Foltice Behavioral Finance Podcast In this episode of the Bryan Foltice Behavioral Finance Podcast, host Bryan Foltice discusses the 'planning fallacy,' a common cognitive bias where individuals systematically underestimate the time, cost, and risks associated with tasks. Orig…

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Dr. Charles Eckhart - Family Wealth Dynamics 38:47

2M ago38:47

38:47

Tune in to hear: What got Dr. Eckhart into Psychology in the first place, and how did he end up moving into family wealth consulting? What are some of the significant differences in family dynamics among upper middle class families and ultra high net worth families? What does Dr. Eckart mean, exactly, when he refers to family mythology and how migh…

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Clare Flynn Levy - Good Behavior, Good Returns? 34:07

2M ago34:07

34:07

Tune in to hear: What does Clare and her team at Essentia Analytics focus on specifically? How can one score the decision making skill involved in stock picking when so much is relative to timing? How does Essentia Analytics score all 7 data points they lay out on their website? One of the trick things about behavioral investing is you can get a go…

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Episode 36: The Carry Trade Unveiled: Impacts on Global Markets 13:13

2M ago13:13

13:13

Send us a text In this episode of the Bryan Foltice Behavioral Finance podcast, Bryan discusses the recent market volatility linked to the carry trade, a complex financial strategy involving borrowing in low-interest currencies like the Japanese yen to invest in higher-yielding assets. Using current market data, he provides an in-depth explanation …

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Tim Holland - The Election and Your Money 35:48

3M ago35:48

35:48

Tune in to hear: How should we think about the “presidential election cycle pattern” as a forecasting tool? Does it have much merit and how is it playing out so far in 2024? How should we think about time effects in an election year? Also, what is the trend for election year market performance like as you move through the year? What would Tim tell …

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Episode 35: Seeing Clearly: Understanding the Bias Blind Spot 26:55

3M ago26:55

26:55

Send us a text Join Dr. Bryan Foltice in this episode of the Bryan Foltice Behavioral Finance Podcast as he dives into the concept of the bias blind spot. Discover how most of us perceive ourselves as less biased than others and the psychological mechanisms behind this phenomenon. Dr. Foltice discusses the impact of this bias on decision-making and…

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Matt Ackermann - Center Stage: What Music Can Teach Advisors About Practice Management 35:30

3M ago35:30

35:30

Tune in to hear: What can Elton John’s stage name teach advisors about how to make and set goals? What can Weezer teach advisors about workflows? What is the DICE acronym that can help advisors create a process around their practice? How can advisors find a partner best suited for their practice and how can this power growth? Also, how should advis…

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Phil Bray - Effective Marketing in a Noisy World 47:47

3M ago47:47

47:47

Tune in to hear: How did Phil pivot from a financial advisor position to roles focused on marketing? Why is a clearly established marketing strategy so critical as a starting point and what does this look like, practically? How important is it to have an affinity for, or direct tie with, the niche client group you may serve (e.g. first responders o…

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Andy Baxley - The Power of Financial Purpose 43:21

4M ago43:21

43:21

Tune in to hear: Why do humans seem to have such limited access to understanding what they want, from a financial perspective? Andy believes that the ethos of financial planning is the marriage of capital and purpose. What, specifically, does he mean by this and why does he think it is so critical? Should we try to expand our clients’ notion of cap…

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Episode 34: Behavioral Finance Insights: Weighing Active Management and Index Investments 24:26

4M ago24:26

24:26

Send us a text Active vs Passive Management: Analyzing Mutual Fund Performance In this episode of the Bryan Foltice Behavioral Finance Podcast, Dr. Bryan Foltice delves into the debate between actively managed mutual funds and their passive counterparts. He discusses market efficiency, the pitfalls of actively managed funds, and the significant imp…

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Episode 33: Critiquing Dave Ramsey's Retirement Advice: Finding Balance in Withdrawal Rates 24:49

4M ago24:49

24:49

Send us a text In this episode of the Bryan Foltice Behavioral Finance Podcast, Dr. Bryan Foltice discusses the controversy surrounding Dave Ramsey's recommendation of an 8% retirement withdrawal rate. He critiques Ramsey's approach, highlighting its potential risks and compares it with the more conservative 4% rate commonly advised by financial pl…

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Nuala Wash - Ten Steps to Better Decision Making 59:15

4M ago59:15

59:15

Tune in to hear: What drove Nuala to write her new book, Tune In: How to Make Smarter Decisions in a Noisy World ? In her book, Nuala talks about four factors that amplify the risk of noise, obscuring our ability to arrive at the truth. What are these factors and why are they so important? How do we overcome the very entrenched obstacles we face wh…

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Episode 32: Beyond Gains and Losses: Exploring the Disposition Effect 16:06

4M ago16:06

16:06

Send us a text In this episode of the Bryan Foltice Behavioral Finance Podcast, Dr. Bryan Foltice delves into foundational concepts of behavioral finance. He revisits prospect theory, emphasizing our differing sensitivities to gains and losses, and introduces the disposition effect - our tendency to sell winning stocks too early and hold onto losin…

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Shawn Sparks - The Advisor Transformation 51:14

4M ago51:14

51:14

Tune in to hear: What was the message that Shawn felt compelled to get out there in his upcoming book, The Advisor Transformation? What distinction does Shawn draw between success and significance? How does Shawn bring vision into his work at Triad in a way that better synthesizes work and life? What is Martin Seligman’s PERMA Model and what can we…

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Episode 31: Behavioral Finance Explains: Why Americans Misunderstand the Economy 15:41

4M ago15:41

15:41

Send us a text Behavioral Finance Explains: Why Americans Misunderstand the Economy In this episode of the Bryan Foltice Behavioral Finance Podcast, Dr. Bryan Foltice discusses a U.S. survey revealing widespread economic misconceptions among Americans. Key findings show that many Americans believe the economy is shrinking, the stock market is down,…

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Robert Sofia - A Comprehensive Guide to Financial Advisor Marketing 45:13

4M ago45:13

45:13

Tune in to hear: How should advisors go about optimizing SEO for their practice and why is it so critical? Why do advisors who offer texting as a communication option get 400% more opt-ins? Why is email so powerful and how can advisors build out a list that will serve them well? Emails with video content really outperform, but many people are hesit…

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Episode 30: Retiring Early: Is the FIRE Community the Right Path? 16:33

4M ago16:33

16:33

Send us a text Retiring Early: Is the FIRE Community the Right Path? In this episode of the Bryan Foltice Behavioral Finance Podcast, Dr. Bryan Foltice delves into the FIRE (Financial Independence, Retire Early) movement. He discusses the key principles behind FIRE, including the idea of saving up to 70% of annual income to retire early and live of…

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Episode 29: Unpacking the Phenomenon of Meme Stocks and Investor Behavior 21:10

5M ago21:10

21:10

Send us a text In this episode of the Brtan Foltice Behavioral Finance Podcast, Dr. Brtan Foltice delves into the intriguing world of meme stocks, such as GameStop and AMC Entertainment, and their impact on investor behavior. He introduces key concepts of behavioral finance including noise trader risk and the Greater Fool Theory, explaining how the…

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Jason Pereira - The Future of AI in Wealth Management 37:18

5M ago37:18

37:18

Tune in to hear: What are the 3 primary types, or thresholds, of AI and where are we headed next in this burgeoning field? What is "general purpose AI" and how does it differ from models like ChatGPT? What about "artificial super intelligence?" Why is the developing world, on average, more optimistic about AI than the developed world? Will our pess…

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Dr. Naomi Win - Uncertainty 51:15

5M ago51:15

51:15

Tune in to hear: Why is it that we hate uncertainty even more than bad news? How does our dread of uncertainty impact our decision making process? If a client comes in agitated vs. paralyzed, does the means by which we resolve this uncertainty look different from reaction to reaction or do they share a common solution? Is normalization part of regu…

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Episode 28: Money Strong: Empowering College Students for Financial Success 38:13

5M ago38:13

38:13

Send us a text Empowering Students with Financial Literacy: The Money Strong Program at Butler In this episode of the Bryan Foltice Behavioral Finance Podcast, Dr. Bryan Foltice discusses the Money Strong program, a new initiative designed for college juniors and seniors at Butler University aimed at improving their personal finance skills. This pr…

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Dr. Randall Stutman - A Behavioral Approach to Leadership 40:12

6M ago40:12

40:12

Tune in to hear: Why does Dr. Stutman use a behavioral, rather than a psychological, approach to leadership? What are the differences between these two approaches? What are some of the common qualities shared by many of the world’s best leaders? Also, were any of these particularly surprising or unexpected? What role does admiration play in effecti…

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Episode 27: Travel Sports Meets Behavioral Finance (And It's Not Pretty) - Part 2 30:42

6M ago30:42

30:42

Send us a text Youth Sports Meets Behavioral Finance: A Deep Dive with Dr. Bryan Foltice In this episode of the Bryan Foltice Behavioral Finance Podcast, Dr. Foltice discusses the intersection of youth sports and behavioral finance in the United States. He explores the shift from community-based sports to private, for-profit sports organizations th…

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Episode 26: Travel Sports Meets Behavioral Finance (And It's Not Pretty) - Part 1 30:39

6M ago30:39

30:39

Send us a text The Overwhelming World of Youth Sports: A Behavioral Finance Perspective In this episode of the Bryan Foltice Behavioral Finance Podcast, the discussion centers around the behavioral finance aspects of youth sports in the United States, highlighting the vast changes and increasing pressures families face. Bryan shares personal experi…

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Jane Adshead Grant - Becoming a Better Listener 45:34

6M ago45:34

45:34

Tune in to hear: What life experiences put Jane on a path to become a listening coach? What is generative listening and how does it differ from other forms of listening? In what ways did becoming familiar with generative listening transform Jane’s life? What does Jane mean when she says “listening to ignite thinking in others?” What role does empat…

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Episode #26 The Intersection of Finance, Creativity, and Life Purpose with Mandi and Bryan Foltice 28:28

6M ago28:28

28:28

Send us a text In this episode of the Bryan Foltice Behavioral Finance Podcast, hosts Bryan and Mandi Foltice delve into the topic of finance in relation to life purpose and future planning. They share personal stories, including Mandi's journey from nursing to pursuing a career aligned with her passion for creativity. They discuss the challenges a…

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Lindsey Lewis - Women and Money 55:38

6M ago55:38

55:38

Tune in to hear: What makes women so uniquely good as behavioral investors? Why have many thought of women as particularly risk averse for so many years and what systems, on the trading floor and elsewhere, have perpetuated this misconception? Some book recommendations on women in investing and its history. Examples of how insidious the bias agains…

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Episode 25: Navigating Finances Together: A Couple's Guide to Budgeting and Financial Conversations 26:23

6M ago26:23

26:23

Send us a text In this episode of the Bryan Foltice Behavioral Finance Podcast, hosts Dr. Bryan Foltice and his wife Mandi discuss the evolution of their financial management as a couple. They recount their experiences of merging their finances after getting married, buying a house, and adjusting to new expenses like a dog and personal maintenance.…

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Dr. Thomas Mathar - Financial Wellness vs. Financial Independence 52:10

7M ago52:10

52:10

Tune in to hear: How might financial planning conversations need to change in light of the new longevity many will experience? How will the “100 year life” affect the 3 life stages (education, work and retirement) that used to be more clearly delineated? How might we be able to give more salience and power to our mental image of a future self? What…

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Episode 24: Love, Money, and Marriage: Our Early Financial Journey with Mandi Foltice Part 1 27:18

7M ago27:18

27:18

Send us a text In this episode of the Bryan Foltice Behavioral Finance Podcast, host Dr. Bryan Foltice and his wife Mandi delve into their personal journey of combining finances in their relationship. They discuss their backgrounds, including Mandi's financial situation before they met and how they navigated their differing approaches to money mana…

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Philip Courtenay - Humans and Money 47:26

7M ago47:26

47:26

Tune in to hear: What did Philip’s research on the drivers of financial advice seeking uncover? Additionally, what might stand in the way of clients taking advice? What can the industry do to reduce economic barriers to entry for getting advice? What about reducing emotional barriers to entry for getting advice? What mistakes do advisors make when …

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Episode 23: Behavioral Finance Gets Personal - Part 4: Navigating Finances in (Second) Marriage 27:04

7M ago27:04

27:04

Send us a text Navigating Finances in Marriage: Part 4 - Personal Finance Series In this episode of the Bryan Foltice Behavioral Finance Podcast, Bryan shares his personal experience of navigating finances in marriage, highlighting the transition from single life through dating to getting married for a second time. Beginning with reflections on his…

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Dr. Derek Griner - Compassion: Empathy in Action 52:41

7M ago52:41

52:41

Tune in to hear: What lead Dr. Griner to focus his work and research around compassion specifically? When clinicians like Dr. Griner talk about compassion, what are they talking about exactly and how might this differ from the popular conception of compassion? How do we balance our desire to want to end someone’s suffering without falling into the …

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Episode 22: Behavioral Finance Gets Personal - Part 3: Talking with Your Kids About Money 23:29

7M ago23:29

23:29

Send us a text 5 Key Lessons on Teaching Kids About Money | Bryan Foltice Behavioral Finance Podcast In this episode of the Bryan Foltice Behavioral Finance Podcast, Bryan continues the personal finance series by sharing important teaching points for educating children about money. He emphasizes the necessity of open discussions about financial mat…

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Dr. Daniel Crosby - Not Being Dumb Beats Being Brilliant 9:57

7M ago9:57

9:57

Tune in to hear: What is the “Dumb Ways to Die” music video and why was it originally created? Was the above an effective behavioral intervention or did it fall short? Why is buy-in for employer sponsored retirement savings plans so low and what might be done to remedy this? Why might marketing campaigns with behavioral interventions outperform mor…

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Episode 21: Personal Finance Series Part 2: Reflections on Bad Financial Behaviors and Decisions 23:30

8M ago23:30

23:30

Send us a text In this episode of the Bryan Foltice Behavioral Finance podcast, Bryan shares personal experiences with finances, relating both positive and pitfalls. He highlights lessons learned from his childhood about avoiding debt and the importance of saving. These include the "Snake Bite Effect" from buying his first house in Florida at the p…

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Episode 20: Behavioral Finance Gets Personal - Part 1: The Good 23:23

8M ago23:23

23:23

Send us a text In this episode of the Bryan Foltice Behavioral Finance Podcast, Bryan discusses his personal journey to financial independence. Despite being a late bloomer, he outlines how he managed to get a grip on his finances, including paying off all debt except mortgage, maintaining a savings rate of about 25%, maxing out his 401k, saving fo…

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Dr. Daniel Crosby - Not Caring What Others Think is a Valuable Asset (from The Soul of Wealth) 11:27

8M ago11:27

11:27

Tune in to hear: What were some of Nikola Tesla’s eccentricities? What is “The Spotlight Effect” that Morgan Housel observed when working as a valet at a high-end hotel in Los Angeles? What is Morgan Housel’s “Man in the Car Paradox” and what lessons can be learned from it? What is the psychological principle “The Anchoring Effect?” Why does ego dr…

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Dr. Daniel Crosby - Money Isn’t About the Numbers (from the Soul of Wealth) 15:06

8M ago15:06

15:06

Tune in to hear: What strategy did Alexander the Great use to overtake Tyre in 332 BC? Why did this military victory leave Alexander feeling more grief stricken than triumphant in the end? Why did Hephaestion’s death mark a turning point for the Macedonian Empire? What are “The Top Five Regrets of the Dying?” What makes up Martin Seligman’s “PERMA”…

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Dr. Daniel Crosby - Giving is the Path to Abundance (from the Soul of Wealth) 16:59

9M ago16:59

16:59

Tune in to hear: What common ground, if any, can be found across nearly all spiritual and religious traditions on the globe? What does academic research have to say about the benefits that accrue to those who are generous? Why doesn’t spending money on ourselves bring about long-lasting joy and what role does the “hedonic treadmill” play in this? W…

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Jon Dauphine - The Case for Pro Bono Financial Planning 42:26

9M ago42:26

42:26

Tune in to hear: - With all of the possibilities out there, why has Jon landed on his current path and why does he think that pro bono work is so vital? - Jon’s organization just completed a very comprehensive study on pro bono financial planning. Were there any results that really stood out or surprised him? - What did Jon’s research unearth about…

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Richard Shotton - The Illusion of Choice 40:35

9M ago40:35

40:35

Tune in to hear: - If so much of what accounts for our behavior is habitual, what hope do we have and how can we change that as we look to the New Year? - Why do such small bits of friction have an outsized influence on our behavior? - Does publicly stating your goals have any drawbacks or does it help you stay accountable? - What is the rhyme-as-r…

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