MONEY MATTERS with Christopher Hensley

In this episode of Money Matters , Chris Hensley welcomes Jabez Roberts, host of The Working Budget and The Boardroom Podcast . Jabez shares the story behind launching The Working Budget , a new podcast focused on practical financial education, money management, and helping everyday people understand how money moves through their personal economy. Chris and Jabez discuss the connection between Kai...

Episode Description In this episode of Money Matters , Chris Hensley welcomes Chris Clinard, host of the Books4Guys podcast and founder of the Books4Guys community. Chris shares the story behind Books4Guys, a platform built to encourage more men and young people to read, explore new ideas, and build lifelong learning habits. The conversation covers why men are reading less, how books can shape cri...

What if the reason you feel exhausted, overwhelmed, and constantly behind is because you've been taught that faster always means better? In this episode of Money Matters , Christopher Hensley sits down with executive coach and author Ralph Simone to discuss the ideas behind his book Slow Down to Go Faster . Together, they explore burnout, hustle culture, leadership, productivity, and the importanc...

Most men get perimenopause completely wrong. Not because they don't care— …but because no one ever taught them what's actually happening. On the latest episode of the Money Matters Podcast , I sat down with Sam Anderson (tag him here), author of Perimenopause: The A–Z Guide for Us Idiots —and one thing stood out: 👉 The biggest mistake men make? They try to fix it. When in reality… ✔️ It's not som...

What if the real reason advisory firms struggle to scale… isn't growth? It's what happens after the client says yes. In this episode, Christopher Hensley sits down with Ryan George (CMO at Docupace) to talk about the unsung "back office heroes" who keep advisory firms running—and why burnout, invisible operations, and misunderstood AI adoption can quietly become your biggest growth bottleneck This...

Public radio helped define trust in audio. Now AI is reshaping how audio gets made. In this episode, I sit down with Ernesto Aguilar — public radio executive, author, and the person who gave me my first big break at KPFT in Houston more than a decade ago. That opportunity launched what has now become one of the longest-running financial planning podcasts in the space. We talk about how public radi...

Will AI replace financial advisors—or make the best ones better? In this episode of Money Matters , Christopher Hensley sits down with Matt Halloran , author of Shut the F Up and Listen and Chief Evangelist at Zocks , to continue a conversation that began with one core idea: great advice starts with great listening . Now, that philosophy is colliding with a new reality— AI assistants . Matt explai...

What if financial advisors didn't just use AI tools—but had AI workers supporting their business? In this episode of Money Matters , host Chris Hensley is joined by Jonathan Michael , Director of Growth at TIFIN AXIS , to unpack what AI agents really are, how they differ from chatbots, and why they're quickly becoming a practical way for advisory firms to scale. Jonathan brings a founder's perspec...

In this powerful conversation, host Christopher Hensley, RICP®, CES® sits down once again with George Kinder —internationally recognized as the father of life planning and the visionary behind the global Fiduciary in All Things (FIAT) movement. Together, they explore what it would mean for our institutions, our democracy, and our financial systems to finally act in the best interest of the people...

They Didn't Start with AI. They Started with People. That might sound simple—but in today's rush to automate, scale, and "transform," it's anything but. Cambridge Investment Research, Inc. took a different path. No pink slips. No blown-up workflows. No hollow promises about innovation. Just a clear goal: reduce the time it takes to open an account from 20 minutes to seconds—without losing the qual...

Is DEI really dead — or just misunderstood? In this episode of Money Matters , workplace culture experts Cornelia Gamlem and Barbara Mitchell , co-authors of Essentials of Employee Engagement , challenge the headlines and reframe the DEI conversation with clarity and strategy. 💥 Cold Open Preview: "People started calling DEI bad, evil, even discriminatory… and it's none of those things if you tru...

🚨 Can AI actually make financial advisors feel more human—not less? That's the bold idea Robert J. Sofia , CEO of Snappy Kraken , shares in this week's episode of Money Matters. We break down what "human connection at scale" really looks like in today's digital-first world—and why it might be the future of financial advising. Here's what we cover: ✅ Real AI implementation vs. ChatGPT tinkering...

🎙️ Episode #334 – The Man Behind the 4% Rule: Bill Bengen on Inflation, Flexibility, and a Richer Retirement What if the greatest risk to your retirement portfolio isn't a market crash—but inflation? In this episode of Money Matters , Christopher Hensley, RICP®, sits down with Bill Bengen , the creator of the legendary 4% Rule for safe withdrawal rates. Now, 30 years later, Bengen reflects on what...

🔍 Why Your Next Best Client May Never Call You First — And What To Do About It In this episode of Money Matters , I sit down with Brian Thorp , founder and CEO of Wealthtender , to unpack a radical shift in how clients find financial advisors. AI tools like ChatGPT and Google's AI Overviews are now mediating the first impression —before clients ever visit your website or pick up the phone. We dis...

What if the real problem isn't that advisors hate prospecting—it's that the system we gave them to do it is broken? Most tools treat advisors like marketers. Spray-and-pray. Mass messaging. Cold lists. But the best advisors? They don't want to scale spam. They want to scale presence. That's what Eden Ovadia and Victoria Toli built with FINNY: ✅ An AI engine that understands who you actually conne...

500 hours. That's how much time some advisors are getting back—every single year. Not from working harder. From removing the invisible work that's slowly draining them. In this week's Money Matters Podcast , I sat down with Arnulf Hsu , founder of GReminders , to talk about what happens when AI becomes your invisible partner —not your replacement. We covered: How voice-aware AI reduces "cognitive...

The audio sounded perfect. Too perfect. That's what Whitney Joy Smith—one of Canada's top private investigators—told me when we sat down to talk about AI, trust, and the future of voice. In this special edition of the Money Matters podcast, we go deep into one of the most uncomfortable truths in today's tech landscape: You can no longer assume a voice recording is real. Whitney shares real-world c...

Federal employees are facing one of the most disruptive years in modern history. Over 275,000 positions have been impacted through layoffs, buyouts, and reclassifications — and many workers are left wondering: What now? To help us make sense of it all, I welcomed back Brian Kuhn , a seasoned financial advisor and federal benefits expert who first appeared on Money Matters in 2014. We discuss: ✅ W...

🎥 NEW EPISODE: The Hidden Currency of Data — with Justin Evans Is data the new oil… or is it something even more valuable? In this episode of Money Matters , I sit down with Justin Evans , author of the upcoming Little Book of Data (dropping this June), to unpack how data is reshaping money, business, and your everyday life. 💡 You'll learn: Why data is the overlooked asset class of the 21st cent...

What if more money wasn't the end goal—but the beginning of your bigger purpose? In this episode of the Money Matters Podcast , host Christopher Hensley sits down with Derrick Kinney , Wall Street Journal and USA Today bestselling author of Good Money Revolution and host of the Good Money Podcast . Derrick shares why traditional money advice is broken—and how you can rewrite your money story, ditc...

Navigating Caregiving Challenges with Isabel Melgarejo | Money Matters Podcast In this episode of Money Matters with Christopher Hensley , we dive deep into the emotional and financial challenges of caregiving with special guest Isabel Melgarejo , caregiving planner and host of Time to Care: The Caregivers Podcast . What You'll Learn: 🔹 The financial burdens caregivers face and how to plan ahead...

Want to make your podcast interviews unforgettable? 🚀 In this episode of Money Matters 325 , host Chris sits down with Matt Halloran , expert podcast coach and author of Shut the F Up and Listen , to reveal the secrets of powerful conversations, audience engagement, and podcast growth. 🔹 What You'll Learn in This Episode: ✅ Why listening, not talking is the key to an engaging podcast 🎙️ ✅ The...

💤 Is Sleep the Missing Piece in Your Financial & Career Success? 💤 In this episode of Money Matters Podcast , sleep expert Dr. Meeta Singh, MD breaks down the science behind sleep, decision-making, and peak performance. Whether you're an entrepreneur, executive, or investor , optimizing your sleep could be the key to better financial decisions, productivity, and overall well-being. What You'll L...

Description: In this insightful episode of Money Matters, host Chris Hensley sits down with financial experts and co-authors Alexandra Armstrong and Mary Donahue to discuss their book On Your Own: A Widow's Guide to Emotional and Financial Well-Being.  Together, they share critical advice on how widows can navigate their financial futures while coping with loss. Learn about common mistakes new wid...

Unlocking Financial Freedom with George Kinder: Life Planning, Mindfulness, and the Future of Fiduciary Advice In this episode, we sit down with financial expert and visionary George Kinder, known for his revolutionary approach to financial advising through "Life Planning." George shares how aligning your finances with your deepest life goals can unlock true freedom and fulfillment. Discover: How...