Beste Behavioral Finance Biases Podcasts (2024)

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

3d 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

4d 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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How Can You Preserve Your Assets for Your Heirs? 35:04

19d ago35:04

35:04

Taxes are just one part of estate planning. People are also asked to consider custody arrangements, medical decisions, and legal issues. But it comes as no surprise that people who have worked their whole lives to build an estate are wary of letting taxes and fees eat away at their hard-earned assets. Further complicating the current environment is…

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Dr. Charles Eckhart - Family Wealth Dynamics 38:47

24d 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

1M 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

1M 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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When Should You Take Social Security? 26:55

1M ago26:55

26:55

Summary Mark Riepe is joined by Rob Williams and Susan Hirshman to examine one of the most critical retirement decisions: When should you take Social Security? After you listen: Check out the helpful resources Susan mentions on the Social Security Administration's website. Listen to Mike Townsend's WashingtonWise podcast to stay abreast of the poli…

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Tim Holland - The Election and Your Money 35:48

1M 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

1M 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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Can the Olympics Teach Us About Our Own Behavior? 17:42

2M ago17:42

17:42

After you listen: Reach out to Mark on X @MarkRiepe with your thoughts on the show. Follow Financial Decoder on Spotify to comment on episodes. Listen to the Schwab podcast Choiceology with Katy Milkman. Starting July 26th, athletes from around the world will compete in the 2024 Summer Olympics in Paris. Decision-making biases affect many aspects o…

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

2M 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

2M 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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How Do You Save for Vacations & Travel? 40:23

2M ago40:23

40:23

The conversation around financial planning is often dominated by long-term goals like retirement or saving to buy a home. But what about saving for short-term goals that are still important to you, like travel and vacations? On this episode of Financial Decoder, Cindy Scott, a CERTIFIED FINANCIAL PLANNER™ professional at Charles Schwab with 25 year…

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Andy Baxley - The Power of Financial Purpose 43:21

2M 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

2M 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

2M 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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What Should You Know About Annuities? 27:05

3M ago27:05

27:05

Annuities are an interesting instrument in financial services. They're both simple and complicated, and that combination often means they're frequently misunderstood. To kick off Season 17 of Financial Decoder, Mark is joined again by guest Rob Williams, who heads the Financial Planning, Retirement Income, and Wealth Management team at the Schwab C…

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

3M 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

3M 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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(Bonus) From On Investing: Mid-Year Outlook 48:42

3M ago48:42

48:42

All eyes were on the Fed in the first half of 2024, but with core PCE holding steady and no rate cuts, how did the other parts of the economy and the markets fare? In this midyear episode, Schwab experts look ahead to the second half of 2024 to consider what investors might expect from the U.S. stock market, the global markets, and policy and polit…

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Shawn Sparks - The Advisor Transformation 51:14

3M 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

3M 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

3M 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

3M 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

4M 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

4M 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

4M 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

4M 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

4M 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

4M 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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(Bonus) Does Your Portfolio Need Decluttering? 23:21

4M ago23:21

23:21

Your financial life can accumulate disorder and inefficiency over time. Lots of accounts, lots of holdings, and lots of priorities without a clear organizational structure. If this sounds like your portfolio, a good spring cleaning or decluttering could be in order. On this episode of Financial Decoder, Susan Hirshman, a director of wealth manageme…

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

5M 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

5M 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

5M 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

5M 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

5M 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

5M 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

5M 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

6M 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

6M 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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Do Investing Pros Make Smart Buy and Sell Decisions? 19:31

6M ago19:31

19:31

Successful investors know that choosing what to sell is just as important as choosing what to buy. However, findings from a recent study suggest that even professional portfolio managers are subject to psychological forces while making buying and selling decisions. On this episode, Mark Riepe discusses these recent findings with Alex Imas, professo…

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

6M 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

6M 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

6M 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

6M 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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How Can You Save for College? 39:46

6M ago39:46

39:46

Figuring out how to cover college expenses often means navigating a bewildering range of options, programs, and plans. As the financial burden of higher education grows, so does the decision-making complexity for those pursuing a degree. Some even wonder whether college is still a worthwhile investment. On this episode of Financial Decoder, Mark Ri…

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

6M ago23:23

23:23

Send us a Text Message. 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, …

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What Should You Do with Your Employee Stock? 27:39

7M ago27:39

27:39

Not all compensation takes the form of a cash salary or bonus. Today, many startups and most of the companies on the Fortune 500 list allow their employees to take ownership in the company through stock awards, employee stock purchase plans, stock options, or some other form of equity compensation. Despite this boom of employee ownership offerings,…

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

7M 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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(Bonus) Do Super Bowl Wins Diminish in Value? 6:46

7M ago6:46

6:46

The Kansas City Chiefs won last year's Super Bowl (LVII) and another just a few years before in 2020. The San Francisco 49ers last won a championship in 1995. In this short bonus episode, Mark Riepe shares his insights on how a concept from 18th-century mathematician Daniel Bernoulli might speak to our perceptions of utility, or emotional benefit, …

Podcasts, die es wert sind, gehört zu werden

Behavioral Finance Biases Podcasts

Podcasts, die es wert sind, gehört zu werden

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