Best Behavioral Finance Biases Podcasts (2025)

1
Fix It Friday - Illusions and Collusions: How Big Wall Street and Financial Media Collude to Profit at the Investors Expense 16:18

3d ago16:18

16:18

Welcome to Fix-It Friday, the podcast segment that simplifies financial strategies to help you make smarter decisions. Hosted by Jonathan Blau, CEO of Fusion Family Wealth. Each episode dives into common biases that impact our financial choices—and how to fix them. This week, Jonathan exposes the problematic relationship between financial media and…

1
#186 | 5 Ways You’re Missing Financial Empowerment in Canada’s Most Vulnerable Communities—And How To Fix It 21:43

3d ago21:43

21:43

Are you only thinking about financial literacy in terms of dollars and cents—and missing the people behind the numbers? This episode dives deep into how financial literacy and empowerment are evolving in Canada, especially for marginalized, neurodivergent, and underserved populations. John welcomes William Moores, President of CAFE (Canadian Associ…

1
Dr. Daniel Crosby - Your Story Needs a Villain 9:49

4d ago9:49

9:49

Tune in to hear: What are anti-goals and why are they often just as, if not more, powerful than goals? What does the prospect theory of behavioral economics have to say about the uniquely motivating power of a villain? Why do humans have asymmetrical risk preferences and what does this reveal about human nature? What did famous investor Charlie Mun…

1
Adapting to Changing Client Expectations with Amy Mullen 26:34

4d ago26:34

26:34

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 transformational client re…

1
Ripple Effect: Visual Marketing | Barbara Kahn and Zab Johnson 16:05

5d ago16:05

16:05

Wharton’s Barbara Kahn and Elizabeth (Zab) Johnson talk about their book, Visual Marketing: A Practical Guide to the Science of Branding and Retailing. This Ripple Effect episode is part of the “Meet the Authors” series. Hosted on Acast. See acast.com/privacy for more information.

1
#185 | Why Honesty and Integrity Matter More Than Credentials in Choosing a Financial Advisor 4:28

6d ago4:28

4:28

Are you trusting your financial advisor to guide you through uncertainty — without ever questioning their integrity? In an era defined by volatility, uncertainty, complexity, and ambiguity (VUCA), it’s not just strategy that matters. It’s who you trust to deliver it. In this episode, we explore why honesty and integrity are non-negotiable traits in…

1
#184 | Why Working With a Financial Planning Consultant Can Transform Your Wealth Strategy 22:01

10d ago22:01

22:01

Do you really need a financial planner—or can you do it yourself and still build lasting wealth? If you’ve ever second-guessed the value of hiring a certified financial planner, this episode might change your perspective. In this deeply personal and practical conversation, consultant and speaker Doug Dvorak shares how decades of professional succes…

1
Rise of Indian Private Credit 27:10

11d ago27:10

27:10

Host Neil Borate explores the rise of private credit in India with JSA Partners Tirthankar Datta and Divyanshu Pandey. Discover how this alternative financing model is filling gaps left by traditional lenders, the key drivers behind its growth, investor trends, risk management, and what the future holds. Learn more about your ad choices. Visit mega…

1
#183 | How Financial Planning Is Becoming a Profession — And Why Evidence-Based Advice Matters 6:07

13d ago6:07

6:07

Are you asking the right questions before taking financial advice? Most people assume their financial advisor is giving well-researched guidance — but is it actually backed by data, or just dressed-up sales? In this episode, we explore the major difference between selling financial products and offering evidence-based financial planning. With insig…

1
EP. 64 - Making the Switch to Truly Passive Investments with Clint Harris 47:02

14d ago47:02

47:02

In this podcast episode Clint Harris, real estate investor, entrepreneur, and host of the Truly Passive Income podcast, shares how he made the switch from hands-on real estate (Airbnbs, multifamily) to building real freedom through truly passive income strategies. This is a must-watch for anyone looking to scale back the grind and still generate st…

1
#182 | 3 Signs You’re Misjudging Financial Planning Fundamentals & What It Means for Your Wealth Decisions 30:51

17d ago30:51

30:51

What if the most important wealth decision you ever make isn’t about what you invest in—but when and why? In this compelling episode, financial educator Jason Watt breaks down the myths and evidence around RRSP vs TFSA decisions, why deferring CPP to age 70 may be the smart default, and how flawed planning assumptions can destroy wealth faster than…

1
Reimagining Wealth Through Simple Sketches with Carl Richards 30:59

18d ago30:59

30:59

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 insights, Carl pulls b…

1
Ep 9 - The GOAT (“Greatest of all Tax”) specialists - Scott T. Ditman, CPA, PFS — Consultant - Citrin Cooperman (Formerly Berdon, LLP Tax Partner, Executive Committee Member and Head of Personal Wealth ... 51:28

20d ago51:28

51:28

In this episode, Jonathan Blau sits down with The GOAT — “Greatest of all Tax” specialists, Scott T. Ditman, CPA, PFS. He is a Consultant at Citrin Cooperman and a Former Tax Partner, Executive Committee Member, and Head of Personal Wealth Service at Berdon, LLP. Scott works closely with high-net-worth individuals and family/owner-managed business …

1
#181 | How One Organization Is Making Financial Planning Accessible—And How You Can Help 4:47

20d ago4:47

4:47

Who gets real financial advice—and who gets left behind? In this episode of Make Better Wealth Decisions, we dive into the powerful mission behind the Canadian Foundation for Financial Planning (CFFP). John De Goey shares how this volunteer-driven organization is tackling one of the biggest blind spots in financial services: the lack of access to q…

1
#180 | How Carolyn Fallis Is Changing Wealth Decisions in Underserved Communities With Financial Planning 16:56

24d ago16:56

16:56

Are wealth decisions only for the wealthy? What happens when financial planning is out of reach for the communities that need it most? In this episode, we dive deep into the launch of a bold new initiative changing that reality—the Canadian Foundation for Financial Planning (CFFP). Financial resilience isn't about having more—it's about knowing mor…

1
This Is What Most People Get Wrong About Tokenization 43:02

25d ago43:02

43:02

Lovely listener, share with us your thoughts! Tokenization isn't about crypto hype—and it’s definitely not just digitizing assets. In this episode, strategic catalyst Karl Schlegel unpacks what real tokenization means when applied to gold, infrastructure, energy, and other real-world assets. Karl has advised billion-dollar ventures, led M&A across …

1
What freelancers need to know when filing their tax returns? 14:47

26d ago14:47

14:47

In this episode of Why Not Mint Money, host Jash in conversation with Mumbai-based chartered accountant Arun Kansar to demystify the process of income tax filing for freelancers. From understanding eligible deductions to navigating common pitfalls, this conversation is packed with practical advice to help freelancers stay compliant and make the mos…

1
#179 | Think Wealth Comes From Investing? Why Networking Might Matter More 4:30

27d ago4:30

4:30

Is investing the best way to build wealth—or is there something more powerful? This week, we unpack a different perspective: how networking—not just investing—can have the greatest long-term impact on your wealth, career, and life. Inspired by The Ripple Effect by David Tsubouchi, this episode looks at how meaningful relationships, community servic…

1
Fix It Friday - Overcoming the Wacky Economics of Investor Behavior 15:27

1M ago15:27

15:27

Welcome to Fix-It Friday, the podcast segment that simplifies financial strategies to help you make smarter decisions. Hosted by Jonathan Blau, CEO of Fusion Family Wealth. Each episode dives into common biases that impact our financial choices—and how to fix them. This week, Jonathan unpacks the "wacky economics of investor behavior," shedding lig…

1
#177 | How David Tsubouchi Built a Powerful Career Through Integrity-Driven Networking 28:33

1M ago28:33

28:33

Is your networking strategy helping—or quietly holding back—your wealth and purpose? In this episode, former cabinet minister and author David Tsubouchi reveals why integrity-based networking is more powerful than any LinkedIn strategy or business card blitz. Drawing from his new book The Ripple Effect, he shares how real relationships—not transact…

1
This Is What Kills Fintech Startups — And Nobody Admits It 40:42

1M ago40:42

40:42

Lovely listener, share with us your thoughts! Most fintech startups don’t die from competition. They die from inside—when strategy drifts, teams misalign, and founders lose grip on execution without realizing it. #financialcrime #fintechpodcast #MVPfeature 👇 Chapters & Timestamps 00:00 – Intro: Bridging Vision and Execution in Fintech 01:26 – Where…

1
Be Irreplaceable: The Ultimate Competitive Edge for Financial Advisors with Matt Halloran 29:42

1M ago29:42

29:42

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 to helping fi…

1
Ripple Effect: Resolute Japan | Harbir Singh and Mike Useem 22:36

1M ago22:36

22:36

Wharton management professors Harbir Singh and Mike Useem discuss their book Resolute Japan: The Leaders Forging a Corporate Resurgence, which explores how a new model of leadership has transformed Japan's top companies. This Ripple Effect episode is part of the “Meet the Authors” series. Hosted on Acast. See acast.com/privacy for more information.…

1
#176 | What Most Investors Don’t Know About Adding Private Real Estate to Their Portfolios 4:38

1M ago4:38

4:38

Are you still thinking of real estate as only something you own physically? If so, you might be missing out on one of the most powerful—and underutilized—tools for building a better investment portfolio: private real estate. In this episode, we break down how institutions and hedge funds have been using it for decades, and how you can access it wit…

1
How Airtel Payments Bank is Bridging India’s Financial Gap 26:52

1M ago26:52

26:52

In a country as vast and diverse as India, banking isn't just about branches — it's about access. In this episode of Why Not Mint Money, we’re joined by Ganesh Ananthanarayanan, COO of @AirtelPaymentsBankIN to explore how technology is not only transforming the way we pay but also expanding who gets to participate in the financial system.With India…

1
#175 | Why Private Real Estate Is a Game-Changer for Your Wealth Decisions 23:54

1M ago23:54

23:54

Are your investments actually working for you—or just following the herd? If you’ve ever dismissed private real estate or alternative investments as “too complex” or “illiquid,” you might be leaving serious returns on the table. In this episode, Jason Jogia—CIO and co-founder of Avenue Living—shares how his firm built an $8 billion real estate port…

1
EP. 63 - Transitioning from Rental & Other Income into Real Estate Syndication with Lane Kawaoka 51:04

1M ago51:04

51:04

Lane Kawaoka - Passive Real Estate Syndication Ready to move beyond the grind of rental property management? In this powerful webinar replay, Lane Kawaoka, founder of The Wealth Elevator and host of the Simple Passive Cashflow podcast, shares how to transition from active income streams like rentals into truly passive real estate syndication invest…

1
EP. 62 - Identify & Modify Common Investor Biases | Behavioral Finance Webinar with Jonathan Blau 45:56

1M ago45:56

45:56

Ever wondered why even experienced investors sometimes make irrational decisions? In this insightful webinar replay, Jonathan Blau, founder and CEO of Fusion Family Wealth, dives into the psychological biases that can derail investment strategies. Learn how to recognize your own biases and develop strategies to improve financial decision-making. Wh…

1
What Should Your Advisor Know About You? 17:43

1M ago17:43

17:43

After you listen: Learn about the wealth and investment management solutions Schwab offers to help you pursue your goals confidently. Listen to Schwab's newest podcast, Invested in the Game, featuring true stories of people who are driving the game of golf forward. In this episode of Financial Decoder, host Mark Riepe is joined by Stephanie Shadel,…

1
#174 | Can You Trust Your Financial Advisor? The Hidden Danger of Disinformation in Finance 6:37

1M ago6:37

6:37

Do you really know if your financial advisor is giving you facts—or just repeating lies they believe are true? In this episode, we break down the essential difference between misinformation and disinformation, and how both are deeply embedded in the Canadian financial services industry. Drawing on a conversation with a veteran media journalist and …

1
#173 | Why You’re Missing the Bigger Picture on Journalism & Disinformation—Steve Paikin Weighs In - Financial Literacy, Financial Advisors & Wealth 27:21

2M ago27:21

27:21

Is modern journalism helping or hurting your ability to make informed decisions? Legendary Canadian broadcaster Steve Paikin joins the conversation to explore the shifting role of journalism in an era defined by disinformation, industry complacency, and political volatility. From moderating federal debates to closing out The Agenda, Steve reflects …

1
Integrating Financial Psychology Into Practice with Ashley Quamme 22:00

2M ago22:00

22:00

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 therapy, specializi…

1
Ep 8 - From Childhood Poverty to Wealth Management Industry Pioneer 41:10

2M ago41:10

41:10

Do you want to unlock the secrets to financial success and navigate the complexities of wealth management? This episode will give you the expert insights you need. Jonathan speaks with Shirl Penney, founder and CEO of Dynasty Financial Partners. In this episode, they deep dive into Penney's inspiring journey from humble beginnings to becoming a suc…

1
Why do you need to be aware of behavioral biases? 17:32

2M ago17:32

17:32

How our tendency to react to stock market movements in a certain way has a bearing on our investment decisions and investment outcomes. In today's episode, we are in conversation with Karthick CS, co-founder of Knowise, to talk more about it. Learn more about your ad choices. Visit megaphone.fm/adchoices…

1
Are Bad Listeners Actually Bad at Listening? 8:53

2M ago8:53

8:53

Research from Wharton professor Rebecca (Becky) Schaumberg and PhD student Zhiying (Bella) Ren reveals how disagreement in a conversation is often mistaken for bad listening, regardless of how engaged the listener is. Schaumberg explains their findings. Hosted on Acast. See acast.com/privacy for more information.…

1
#172 | Why Most Wealth Decisions Fail Without Historical Context—And How To Fix That 4:22

2M ago4:22

4:22

Do you base your investment decisions on today’s headlines — or centuries of history? If you’re making wealth decisions without reflecting on capital market history, you could be flying blind. In this episode, we explore why understanding the past—like Japan’s 33-year market recovery and the stagflation of the 1970s—should shape how you invest duri…

1
The Real Danger of AI in Finance - Bias, Monitoring & Compliance Cracks 47:14

2M ago47:14

47:14

Lovely listener, share with us your thoughts! AI risks, artificial intelligence threats, and risks of AI in finance are evolving faster than regulation can catch up. In this episode of The Curiosity Code, we explore the hidden flaws in AI monitoring, the systemic cracks in artificial intelligence risk & governance, and the fast-rising use of AI in …

1
How AI Is Affecting Digital Marketing and Creative Industries w/ David Droga 24:39

2M ago24:39

24:39

Listen to a special episode from Where AI Works, a new podcast hosted by Wharton faculty, sponsored by Accenture. The show dives into how artificial intelligence is transforming the way we live and work, with real-world stories and insights from leaders across industries. In this episode, host Kartik Hosanagar speaks with David Droga, founder of Dr…

1
#171 | Why You Need a Resilient Portfolio Strategy To Navigate Behavioral Bias in Finance - Financial Literacy, Financial Advisors & Wealth 26:00

2M ago26:00

26:00

Are your portfolios actually protecting clients—or just following outdated advice? Despite advancements in behavioral finance, most advisors still follow legacy strategies that ignore how real investors actually behave under stress. In this episode, Philip Toews joins us to challenge the conventional 60/40 portfolio and offer a behaviorally informe…

1
Does Your Inner Scorekeeper Skew Your Judgement? 32:52

2M ago32:52

32:52

After you listen: Find more of Daniel Stone's research on his website. Schwab's newest podcast, Invested in the Game, features true stories of people who are driving the game of golf forward. In this episode of Financial Decoder, host Mark Riepe is joined by economist Daniel Stone, Associate Professor of Economics at Bowdoin College and chair of th…

1
#170 | Stop Telling Rational Lies: The Real Reason Your Wealth Isn’t Growing - Financial Literacy, Financial Advisors & Wealth 3:48

2M ago3:48

3:48

Are your financial decisions really smart—or just emotionally comfortable? In this episode, we explore the surprising ways we deceive ourselves when it comes to money, investing, and decision-making. Inspired by a conversation with author Mark Robinson, we dive deep into the psychology behind self-sabotage in wealth-building. You’ll learn: Why over…

1
Understanding the Difference Between Risk vs. Uncertainty: How Ambiguity Aversion Impacts Our Choices 18:06

2M ago18:06

18:06

Understanding Ambiguity Aversion: How Uncertainty Affects Financial Decisions In this episode of the Money Strong podcast, hosted by Dr. Bryan Foltice, we dive into the concept of ambiguity aversion as part of our Psychology Saturday segment. Bryan explains how individuals prefer known risks over uncertain outcomes and how this affects various aspe…

1
Burning Cash and Poor Risk Management: The Silent Startup Killers 59:33

2M ago59:33

59:33

Lovely listener, share with us your thoughts! Burning cash, poor risk management, and weak strategies around enterprise risk management - they're the real reasons why so many promising startups fail quietly. In the NEW season of The Curiosity Code from London, we speak with fintech board advisor Stephane Malrait (ex-JPMorgan, ING, SocGen) to expose…

1
What Makes Virtual Influencers Effective? 12:23

2M ago12:23

12:23

Virtual influencers are more effective when paired with a companion, which makes them seem more human and trustworthy, according to research from Wharton's Jonah Berger, USC Marshall’s Giovanni Luca Cascio Rizzo, and LUISS Guido Carli University’s Francisco Villarroel Ordenes. Hosted on Acast. See acast.com/privacy for more information.…

1
Fix It Friday - The Three Most Important Numbers In Investing 17:33

2M ago17:33

17:33

Welcome to Fix-It Friday, the podcast segment that simplifies financial strategies to help you make smarter decisions. Hosted by Jonathan Blau, CEO of Fusion Family Wealth. Each episode dives into common biases that impact our financial choices—and how to fix them. This week, Jonathan shares the three most important numbers to manage your wealth in…

1
#169 | Why Your Ego Is Sabotaging Your Financial Decisions Without You Realizing It - Financial Literacy, Financial Advisors & Wealth 26:11

2M ago26:11

26:11

Are your financial decisions based on facts—or ego? In this hard-hitting conversation with Mark Robinson (a.k.a. The “Shitty Leadership Guide”), we unpack how our self-deception, optimism bias, and avoidance of uncomfortable truths undermine our ability to lead, invest, and grow wisely. Whether you're a financial advisor, business leader, or just s…

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Behavioral Finance Biases Podcasts

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