The Most Hated F-Word

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 in...

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 a...

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 determinant...

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 Ho...

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 intelligen...

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...

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 Lan...

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 a...

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...

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 positi...

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 financia...

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 Educati...

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...

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 p...

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 acc...

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...

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 finan...

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 Hap...

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 u...

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 bal...

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 pa...

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 A...

With Dr. Tayyab Rashid | Licensed Clinical Psychologist | Professor | Author | Researcher BIO: Dr. Tayyab Rashid is a senior lecturer at the Centre for Wellbeing Science, University of Melbourne. Dr. Rashid is a renowned expert in the field of positive psychology and mental health. He also is a faculty associate with the Human Flourishing Program at Harvard University and has over two decades of e...

Dr. Meghaan Lurtz Ph. D. | Lecturer | Writer | Senior Research Associate Kitces.com | BIO: Dr. Meghaan Lurtz, Ph. D., FBS™ is a Professor of Practice at Kansas State University, a lecturer at Columbia University and a writer/researcher of financial psychology at Kitces.com. Her research focuses on studying practitioners of financial planning, financial therapy practices and interventions. Meghaan...

Dr. Meghaan Lurtz Ph. D. | Lecturer | Writer | Senior Research Associate Kitces.com | BIO: Meghaan Lurtz, Ph. D., FBS™ is a Professor of Practice at Kansas State University, a lecturer at Columbia University and a writer/researcher of financial psychology at Kitces.com. Her research focuses on studying practitioners of financial planning, financial therapy practices and interventions. Meghaan has...