Financial Behavior Thought Leaders

[embed]https://youtu.be/UKZikbCaQAM?si=24vJLYlqOTyJZ5Jq[/embed] What if the hardest part of a financial transition isn't the money at all, but figuring out who you are on the other side of it? Dr. Meghaan Lurtz joins us to unpack why retirement, divorce, career changes, and other major life shifts hit so much harder than the numbers suggest, and what that means for anyone guiding someone through o...

[embed]https://youtu.be/mZv6AJbaNkE[/embed] What if the reason prospects choose one advisor over another has less to do with credentials and more to do with how they feel in the first five minutes of a conversation? Evan T. Beach, CFP, EA, AWMA, is a nationally recognized financial advisor, CNBC and Bloomberg contributor, and founder of Exit 59 Advisory, where he has spent years helping advisors g...

[embed]https://youtu.be/VAQi5Az6XMA?si=VoItpJKluAO8jbTf[/embed] Dr. Michael G. Thomas Jr. studies the emotional and behavioral side of money, but in this episode, he focuses on something increasingly difficult to ignore: the way AI, algorithms, and personalized digital marketing are quietly shaping financial decisions before people even realize it. This conversation is centered on a reality many c...

[embed]https://youtu.be/pMiNkdNrAsU[/embed] Ashley Quamme is a licensed therapist and behavioral finance expert, and she is one of the few people working at the intersection of mental health and financial advising in a genuinely practical way. In this episode, she lays out seven relational competencies that separate the advisors who will thrive in an AI-driven industry from those who will struggle...

[embed]https://youtu.be/Aq7gaykLsdU[/embed] In this episode of The Speaker’s Success Toolkit , Dr. Mary Bell Carlson is joined by PR strategist Allie Zendrian to explore how speakers can extend their impact beyond the stage through strategic visibility. As the founder of A to Z Communications and a former journalist, Allie brings a unique perspective on how thought leaders can turn their expertise...

[embed]https://youtu.be/14YnHs3dQBE?si=9g5rRwRceYc26gDe[/embed] In this episode of The Speaker’s Success Toolkit , host Dr. Mary Bell Carlson is joined by presentation coach Justin Hunsaker to explore how visual design can elevate, or undermine, a speaker’s message. Building on the foundation of a clear, compelling talk, the conversation focuses on how slides act as a multiplier, reinforcing key i...

[embed]https://youtu.be/8s7toj0-rmU?si=O5v8HCAmPJyG1rBb[/embed] In this episode of The Speaker’s Success Toolkit , host Dr. Mary Bell Carlson is joined by speaker coach and storytelling expert Deirdre Van Nest to explore what truly makes a talk memorable and impactful. Kicking off the series, the conversation centers on a foundational truth: great speaking doesn’t start on stage; it starts with ho...

[embed]https://youtu.be/nlx7sQPzSzg?si=tf8jgBhEA9JF5kFk[/embed] In this special episode of Financial Behavior Thought Leaders, the tables are turned as Dr. Kristy Archuleta steps in to guest host and interviews our regular host, Dr. Mary Bell Carlson. As the founder of the Financial Behavior Keynote Group and a leading voice at the intersection of behavioral finance research and real-world financi...

[embed]https://youtu.be/MueccSYfft8?si=jHZcUci2XvrZyF0A[/embed] In this episode of the Financial Behavior Thought Leaders podcast, Dr. Mary Bell Carlson welcomes Danika Waddell, CFP®, MS, RLP, a human-centered financial life planner known for her unique approach to ongoing client engagement and holistic life planning. Danika Waddell brings her heartfelt story of how she entered the world of financ...

[embed]https://youtu.be/u6Xw5jyuLmY?si=tW_haFkud0jXpzsW[/embed] On this episode of Financial Behavior Thought Leaders, host Mary Bell Carlson welcomes the dynamic Deirdre Van Nest, renowned keynote speaker, coach, and storyteller within the financial services industry. The conversation dives deep into Deirdre’s unique journey—overcoming a paralyzing fear of public speaking to become a sought-after...

[embed]https://youtu.be/ZLRZsHOuBmA?si=51WhsjPflh8seUjI[/embed] In this inspiring episode, host Mary Bell Carlson welcomes Heather Fortner, CEO of SignatureFD and a featured speaker with Financial Behavior Keynotes Group. Heather Fortner shares the transformative journey of scaling her wealth management firm from $250 million to over $10 billion in assets—all while fiercely preserving the soul and...

[embed]https://youtu.be/CXk46Wyrj1Y?si=LXPjz6Pvs2lY1zro[/embed] In this episode of Financial Behavior Thought Leaders, host Dr. Mary Bell Carlson welcomes the multi-talented Andi Wrenn, AFC®, MQFP®—an exclusive speaker with the Financial Behavior Keynote Group. With over two decades of experience, Andi is an Accredited Financial Counselor, military-qualified financial planner, award-winning educat...

[embed]https://youtu.be/ZgQvNTtAjLU?si=YW4FR1XZVeKxGY17[/embed] Welcome back to Financial Behavior Thought Leaders! In this compelling episode, host Dr. Mary Bell Carlson sits down with Lazetta Rainey Braxton, renowned financial planner, keynote speaker, and one of the exclusive voices of the Financial Behavior Keynote Group. Lazetta is widely recognized for her leadership in advancing cultural co...

[embed]https://youtu.be/Dux7w65UW-A?si=oPD7lNXug0fcA4M0[/embed] On this episode of Financial Behavior Thought Leaders, host Dr. Mary Bell Carlson welcomes Jonathan Ainsley, a renowned keynote speaker with over 40 years of experience in the financial services industry. Jonathan is known for his transformative approach to financial planning, inviting both advisors and their clients to reimagine what...

[embed]https://youtu.be/WIgAYkqbPKc?si=csaZL__zEDLNIUUu[/embed] Welcome back to Financial Behavior Thought Leaders, the podcast that takes you behind the scenes with the brightest minds in financial services. I’m your host, Dr. Mary Bell Carlson, and in this episode, we’re diving deep into the realities of retirement with special guest Dan Haylett—retirement well-being guide and pioneer, author of...

[embed]https://youtu.be/muKkLLiPlXY?si=5kX3LwcvUbuAd_ZC[/embed] In this episode of Financial Behavior Thought Leaders, host Dr. Mary Bell Carlson welcomes Erika Wasserman, certified financial therapist, keynote speaker, and now the author of the soon-to-be-released "Conversations with Your Financial Therapist." Erika’s reputation for turning taboo money topics into empowering, approachable convers...

[embed]https://youtu.be/odURHWNyEGU?si=y6Omo8ZYbwrMfyXc[/embed] In this insightful episode of Financial Behavior Thought Leaders, host Dr. Mary Bell Carlson welcomes Christine Moriarty, CFP®, the founder of MoneyPeace and one of Financial Behavior Keynote Group’s exclusive speakers, to the podcast. Christine is renowned for her extensive expertise in personal finance, entrepreneurship, and the int...

[embed]https://youtu.be/UUdb833W9v4?si=BNIzGdgw0vYGDiBE[/embed] In this episode of Financial Behavior Thought Leaders, Dr. Mary Bell Carlson welcomes Evan Beach, CFP®, EA, AWMA®, a nationally recognized wealth management speaker, author, and one of Financial Behavior Keynote Group’s exclusive speakers. Evan stands out in the industry not just for his engaging keynotes but for being a true practiti...

[embed]https://youtu.be/qjoqekqaGOw?si=atvgaykekV17lcId[/embed] In this episode of Financial Behavior Thought Leaders , host Dr. Mary Bell Carlson sits down with Laura Garfield, co-founder of Idea Decanter and a trailblazing voice in video marketing for financial professionals. Laura isn’t just an expert behind the camera. Her journey from TV newsrooms to the keynote stage and founder of a success...

[embed]https://youtu.be/4CtFC7IDnKs?si=Qa-7SdSmDyPZy-ls[/embed] On this episode of Financial Behavior Thought Leaders, host Dr. Mary Bell Carlson welcomes Dr. Michael G. Thomas, Jr., one of the Financial Behavior Keynote Group’s exclusive speakers renowned for blending behavioral finance, empathy, and real-world insights into transformative keynote experiences. Michael shares the journey that brou...

[embed]https://youtu.be/BEK03no5uws?si=95J6tlrNaRomgKnb[/embed] In this episode of Financial Behavior Thought Leaders, host Dr. Mary Bell Carlson welcomes Amy Mullen, president of Money Quotient and one of Financial Behavior Keynote Group’s exclusive speakers. Amy is widely recognized for her work in helping financial advisors transition from a transactional approach to building truly transformati...

[embed]https://youtu.be/2kSt0k3OuW4?si=VmbWgGygxlqYtXgs[/embed] In this episode of Financial Behavior Thought Leaders , host Dr. Mary Bell Carlson welcomes Carl Richards—a celebrated author, sketch artist, and financial behavior keynote speaker—to the show. Known for his long-running New York Times column and his iconic “simple sketches” that distill complex money issues into clear, visual insight...

[embed]https://youtu.be/X_gXx_cfJhI?si=nbwr25aqWN3UdlKc[/embed] In this episode of Financial Behavior Thought Leaders, host Dr. Mary Bell Carlson sits down with Matt Halloran, an exclusive keynote speaker with Financial Behavior Keynote Group and a leading branding and podcasting strategist for financial professionals. The conversation explores Matt’s journey to the stage, his distinctive approach...

[embed]https://youtu.be/if2K1J6JR_g?si=-EsabpcKAvDicpgR[/embed] In this episode of Financial Behavior Thought Leaders , host Dr. Mary Bell Carlson welcomes special guest Ashley Quamme, a licensed marriage and family therapist, financial behavior expert, and one of Financial Behavior Keynote Group’s exclusive speakers. Ashley is uniquely positioned at the intersection of financial planning and ther...

[embed]https://youtu.be/U8bc_N9UN7c?si=MeQo2Z57eYR9n6lP[/embed] In this episode of Financial Behavior Thought Leaders, host Dr. Mary Bell Carlson sits down with Dr. Kristy Archuleta, a true pioneer in the field of financial therapy. Dr. Archuleta is a licensed marriage and family therapist, certified financial therapist, and professor of financial planning at the University of Georgia. As a cofoun...