Cognitive and emotional biases can have a big impact on your financial life. Each episode of Financial Decoder looks closely at one financial decision--and the biases that might cloud your judgment and cost you money. Host Mark Riepe, head of the Schwab Center for Financial Research, decodes the behavioral and psychological factors at play and shares strategies designed to improve the way you approach financial crossroads. Other experts join Mark to provide their unique perspective on behavi ...
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Welcome to the Money Strong Personal Finance Podcast, where we dive deep into the fascinating intersection of financial decision-making and human behavior. Your host, Dr. Bryan Foltice, aims to embark on this journey with you to explore the quirks, biases, and psychological factors that shape our financial choices. From understanding why we buy high and sell low, to uncovering the emotional drivers behind our investment strategies, each episode will uncover valuable insights to help you navi ...
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The Standard Deviations podcast is a weekly production that looks at money, mind and meaning, all through a psychological lens. Each week, psychologist and New York Times bestselling author Dr. Daniel Crosby interviews a fascinating new guest, experts in everything from finance to literature to wellness. Each guest provides listeners with three concrete ways to apply what was learned that week, ensuring that weekly listening becomes part of a path to a richer life. Episodes are brief, resear ...
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What makes a keynote speaker truly unforgettable? What happens behind the scenes before they step onto the stage? And, as a financial professional or event planner, how do you know which speaker is the right fit for your audience? Welcome to Financial Behavior Thought Leaders–the podcast that gives you an exclusive, behind-the-scenes look at the most sought-after speakers in financial services. This show is hosted by Dr. Mary Bell Carlson, founder of Financial Behavior Keynote Group, where w ...
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Welcome to The Crazy Wealthy Podcast, a resource for understanding and mastering the biases that often lead to short-term personal finance, investing, budgeting and savings decisions and strategies that are counter to our best interests over the long-term. Whether you are a professional, entrepreneur, young adult, retiree, or family looking to protect your current wealth and secure a financially stable future, this podcast provides the latest insights into investor behavior in the context of ...
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Mental Models Podcast It's not a brain in a jar, that's the gist!
Dr. Daniel Krawczyk & George Baxter, JD, CFA
All about your brain & obtaining real-world behavioral finance knowledge! Listeners have access to original and engaging discussion of behavioral finance and cognitive bias.
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Discover the Why Not Mint Money podcast for financial success. From savvy money-making strategies to expert tips on maximizing your savings, we've got you covered. Join us on this journey to unlock your financial potential. This is a Mint production, brought to you by HT smartcast.
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The Knowledge at Wharton Network Acast feed serves as a curated showcase highlighting the best content from our podcast collection. Each week, we feature one standout episode from each show in the Wharton Podcast Network, giving listeners a comprehensive sample of our diverse business and academic content. This rotating selection allows audiences to discover new shows within our network while experiencing the depth and variety of Wharton's thought leadership across different topics and forma ...
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Make Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World
John De Goey (a podcast covering financial literacy, financial advisors & wealth)
Have you thought about how bias impacts your investing? Is your portfolio built using standard principles that might not work in a new world paradigm that features an end to the bond bull, an end to the peace dividend and the onset of tariffs and trade wars? Make Better Wealth Decisions will help you navigate investing and planning by exposing how traditional advice does not incorporate recent events. The podcast will help you: 1. Spot hidden risks in stocks due to high valuations. 2. Protec ...
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“Making Sense,” the podcast channel from J.P. Morgan’s Commercial & Investment Bank, brings you views and analysis from the Investment Banking, Markets and Research businesses. In each episode, experts discuss the latest market outlooks, trends and developments impacting our complex global economy. Subscribe now for insights that will help you navigate the world we live in.
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This show is a spin-off of the 2021 book Money Mammoth. Dr. Edward Horwitz hosts the podcast, with financial psychologist Dr. Brad Klontz and Dr. Ted Klontz as a frequent guests, providing expert advice in financial psychology, money habits, and retirement planning. This podcast will help you understand and overcome your financial biases and improve your money relationships. With money being the leading stressor on relationships, it's no wonder why most people struggle with money issues and ...
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Are you looking to grow your wealth passively while minimizing your risk? Whether you are interested in real estate, small business, private lending, venture capital, or other time-tested wealth-building strategies, you’re in the right place. Every week, we invite domain experts to speak on investments, tax and legal strategies, and much more, all with the goal of helping you build your portfolio wealth. Like and subscribe now so you don't miss an episode.
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#197 | From Biases to Better Decisions: What These Behavioral Finance Books Taught Me
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6:06Think you make rational money decisions? You might want to think again — your behavioral biases are probably calling the shots. In this episode, we revisit the roots of behavioral finance and explore four essential books that reveal why smart people still make predictably irrational money choices. From Nobel Prize-winning research to laugh-out-loud…
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Trading Insights: Behavioral biases and their impact on investing decisions
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20:11This episode features Michelle Baddeley, Professor of Economics at Sydney’s University of Technology (UTS) and author of several books on behavioral economics and finance. She sits down with Eloise Goulder, head of the Data Assets & Alpha Group at J.P. Morgan, to discuss the impact of behavioral biases — such as loss aversion, anchoring and confirm…
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Tune in to hear: What is “manufactured desire” and what sinister role does it often play in contemporary life? Why is our tendency to let others’ influence our decisions a dramatic outlier from much of the Animal Kingdom? What is French Theorist René Girard’s Mimetic Theory and why can understanding it help inform the ways in which we make importan…
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#200 | Why Decision Hygiene Matters More Than You Think in Everyday Decision Making, Even In Finance
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19:40Are you making strong decisions—or just fast ones? In this episode, Lieutenant Commander Lili Simon of the U.S. Coast Guard joins us to explore how the principles of military decision making can directly apply to your personal and financial life. We dive into the often-overlooked concept of decision hygiene—the frameworks and habits that help you t…
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Wharton Marketing Matters Highlight: Founder of Youth Logic | Wilson Sporting Goods Head of Global Brand Partnerships and Collaborations
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26:42Highlights of Wharton Marketing Matters episodes featuring Connor Blakley, founder of Youth Logic, discussing the origins of his company, how to effectively reach Gen Z, and the missteps brands often make with this generation, and David Picioski, Head of Global Brand Partnerships and Collaborations at Wilson Sporting Goods Co., who shares insights …
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Millions on the Field: NIL and the New Age of College Entrepreneurs
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26:55Welcome to the Money Strong Monday morning broadcast with Dr. Bryan Foltice! In this episode, we break format to discuss the latest economic updates, including the state of the S&P 500, inflation rates, and interest rates, and their impacts. Dr. Foltice then dives deep into this episode's primary topic—NIL (Name, Image, and Likeness) money and its …
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#199 | How Total Cost Reporting in 2027 Will Change The Way You See Your Investments
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4:42Do you know exactly what you’re paying for financial products and advice? For years, investors have had only partial visibility into their true costs. That’s about to change with the arrival of total cost reporting in 2027. This episode explores why the shift is happening, what it means for your investments, and how you can use this new transparenc…
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After you listen: Discover more about the findings discussed in today's episode by visiting the Charles Schwab Women Investors Survey. Learn about the financial next steps to take after losing a loved one. On this episode, Mark Riepe is joined by the head of Schwab's branch network, Jeannie Bidner, to discuss a the results of a recent survey from S…
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#198 | How 30 Years in Financial Advice Reveal the Investing Trends You Can’t Ignore
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28:47What does 30 years of watching Canada’s financial advice industry teach us about where investing is headed next? In this candid conversation with Rob Carrick, recently retired Globe and Mail personal finance columnist, we unpack the evolution of financial advice, the rise of low-cost investing, and the under-served mass market that AI in finance co…
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The State of Tennis & College Football Preview
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1:01:06ESPN staff writer Bill Connelly joins Cade Massey, Eric Bradlow and Shane Jensen to share his take on the men’s and women’s tennis tours, the emerging Sinner–Alcaraz rivalry, and the depth of talent in women’s tennis. Bill also dissects the 2025 college football landscape, sharing insights on conference strength, playoff expansion, coaching traject…
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Retain and Gain Clients with Evan Beach, CFP®, EA, AWMA®
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26:59In 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 practitioner—he contin…
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What does the July CPI report tells us about inflation trends?
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20:31Tariffs are starting to feed into consumer prices; however, falling energy and food costs are offsetting the increase to some degree. In this episode of Research Recap, chief global economist Bruce Kasman and head of U.S. Inflation Strategy Phoebe White unpack the numbers from the July CPI report. Will we see further tariff pass-through in the comi…
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After you listen: Listen to the latest episode of the Choiceology podcast, "How a Single Source of Information Can Seem Like Several." To learn more about Katy Milkman and her work in behavioral economics, visit her website or check out her book How to Change: The Science of Getting from Where You Are to Where You Want to Be. Financial Decoder is a…
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Financial Expert Makes Terrible Spending Decisions: Bad Luck or Something Deeper?
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27:41How I Overspent $3300 in June & What I Learned From It | Money Strong Podcast In this episode of the Money Strong Podcast, Dr. Bryan Foltice shares his real-life experience of going over his monthly budget by $3300 in June. He provides insights into how unexpected expenses and impulsive spending can derail financial plans. Learn about his approach …
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Fix It Friday - From Wall Street to Main Street: How the S&P 500 Benchmark Became a Dangerous Standard
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11:18Welcome 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 tackles the investment public's obsession with the Standard and …
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#196 | Why You Need Behavioral Finance To Make Better Investment Decisions
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27:46Are your investing habits hurting your future more than you realize? If you've ever wondered why it's so hard to start investing—or why losses feel like a gut punch even when you're playing the long game—you’re not alone. Most of it comes down to your brain, not your bank account. This week’s guest, Merle van den Akker, a PhD in behavioral science …
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Dr. Daniel Crosby - Finding Meaning in the Mundane
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9:20Tune in to hear: What transpired in the apocryphal conversation between JFK and a NASA janitor and what can we learn from this? Why is finding meaning in the mundane such an important part of living a fulfilled life? Why is chasing intrinsic fulfillment often much more fruitful than chasing monetary gain or career advancement? What psychological be…
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Trading insights: “Staying positive, though markets could be choppier"
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13:02In this episode, John Schlegel, head of the Global Positioning Intelligence team at J.P. Morgan, is joined by Andrew Tyler, head of the Global Market Intelligence team, to discuss the changing macro landscape and its impact on markets. Together, they explore how the recent jobs report numbers, the inflationary impulse from U.S. tariffs and the fluc…
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Ripple Effect: The Rise of Crypto | Campbell Harvey and Neha Narula
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40:07Cryptocurrency has evolved from a niche experiment to a global financial force. But how did we get here? In this episode, professor Itay Goldstein is joined by Duke professor Campbell Harvey and Neha Narula, director of the MIT Media Lab’s Digital Currency Initiative, to explore the milestones that led to crypto’s rise, the forces that shaped its g…
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Breaking Free From the (Financial) Shame Wizard and Anxiety Mosquito
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15:37Tackling Financial Anxiety and Shame: Steps to Overcome Welcome back! In this episode, we delve into the often overlooked aspects of financial well-being—financial anxiety and shame. Dr. Bryan Foltice explains how money is more than just numbers; it's tied to our emotions and past experiences. Using references from the show 'Big Mouth,' he illustra…
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#195 | Why Compliance Rules May Be Blocking Your Wealth Decisions (Without You Knowing It
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5:21Do you know who’s really influencing your investment decisions? Most investors assume their financial advisor has full discretion over portfolio recommendations. But behind the scenes, compliance departments are shaping your options in ways you might never have considered—especially when it comes to offering memorandum products. If you’ve ever been…
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July jobs report: A marked slowing in job creation
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9:46Firms aren't shedding workers, yet the pace of hiring has slowed. What do these mixed labor market signals mean for the broader economy? In this episode, Lauren Brice is joined by Mike Feroli, J.P. Morgan's chief U.S. economist, to unpack the numbers from the latest U.S. jobs report. They discuss the impact of lower immigration, the significance of…
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#194 | Why Compliance Should Empower Advisors — Not Hold Them Back
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30:22Are you still treating compliance as a roadblock instead of a strategic advantage? If you're an advisor or in compliance, this conversation with Fardan Ali will challenge everything you’ve assumed about regulation, advisor relationships, and what true compliance partnership looks like. Fardan, a compliance manager who’s worked with hundreds of advi…
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Find Your #Finfluence with Laura Garfield
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25:30In 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 successful video marke…
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Is AI the solution to data analytics challenges?
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14:07As portfolios increase in complexity, measuring performance can prove all the more difficult. In this episode, Jason Mirsky, head of Data Solutions for Securities Services, chats with Anthony Booth, head of Fusion Analytics and Reporting at J.P. Morgan. They examine the hurdles institutional investors must clear to access high-quality data and the …
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The Hidden Side of Finance: The Influence of Money Beliefs
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21:37Unpacking Money Beliefs: Key to Financial Wellbeing Welcome to the Money Strong Podcast hosted by Dr. Bryan Foltice, where we dive deep into the psychology behind our financial decision-making. In this episode, we explore the hidden beliefs about money that stem from our upbringing, culture, media, and personal experiences. Dr. Foltice discusses co…
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#193 | Why Donald Trump's Tariffs Could Reshape Your Portfolio Strategy This Year
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5:00Are you underestimating the real impact of Donald Trump’s looming tariffs on your portfolio? With the August 1st deadline approaching fast, the uncertainty around whether tariffs will actually be imposed—and how markets will react—is growing by the day. In this episode, journalist Diane Francis joins the conversation to unpack what might happen if …
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A deep dive into financing in Latin America
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25:24How are Latin American debt capital markets faring? In this episode, host Amaury Guzman from the Leveraged Finance desk speaks with Lisandro Miguens, head of Latin America Debt Capital Markets at J.P. Morgan. They explore how the region compares with the U.S., ways of raising capital, and how to assess market performance and opportunities for borro…
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Understanding Dynamic Pricing in Today’s Inflationary Climate
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9:54John Zhang, Wharton Professor of Business Economics and Public Policy, discusses how firms use tariff-induced economic conditions to raise prices and explore dynamic pricing strategies, balancing profit motives with consumer perceptions and competition. Hosted on Acast. See acast.com/privacy for more information.…
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#192 | How Tariffs, Wars & Weak Leadership Are Rewiring Global Power Dynamics
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25:02Are you prepared for what global politics and economics are about to throw at you? In this episode, journalist and geopolitical analyst Diane Francis unpacks the ripple effects of U.S. tariffs, Canada’s recession risk, and the future of Ukraine—offering a sharp, economics-first lens on international power struggles. With 50 years of reporting exper…
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Trading Insights: Intraday options, levered ETFs and the retail investor
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17:19In this episode, Matthieu Boisot, head of Cross-Asset, Volatility and Intraday Product Development for Quantitative Investment Strategies (QIS), sits down with Eloise Goulder, head of the Data Assets and Alpha Group at J.P. Morgan. They explore the growth in both shorter-dated options and levered ETFs, as well as the participation of retail investo…
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Revamp Your Financial Habits: A Step-by-Step Approach
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19:54Understanding and Changing Your Financial Behavior | Money Strong Podcast Join Dr. Bryan Foltice on the Money Strong Podcast as he dives into the psychology behind financial decision-making. Discover why knowing the right financial behaviors isn't enough and learn how to change your habits for the better. In this episode, Dr. Foltice discusses the …
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#191 | How Portfolio Managers Actually Make Wealth Decisions—And What You Can Learn From Them
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5:02Ever wonder how professional portfolio managers actually make wealth decisions on your behalf? In this episode, we sit down with Onno Rutten, portfolio manager at MacKenzie Investments, to explore what it really takes to navigate today’s changing investment landscape—especially when it comes to resources, deglobalization, and niche market strategy.…
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#190 | How To Make Smarter Wealth Decisions by Thinking Like a Resources Portfolio Manager
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25:57Are your wealth decisions based on reality—or outdated assumptions? Most investors stick with traditional strategies like 60/40 portfolios or chase headlines, but today’s markets—especially in resources—demand something far more nuanced. In this episode, we go inside the mind and process of Onno Rutten, Vice President and Portfolio Manager at MacKe…
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Marketing Matters: Adobe's Chief Communications Officer, Stacy Martinet
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31:07Adobe's Vice President of Marketing and Communications and Chief Communications Officer, Stacy Martinet, speaks with Barbara Kahn and Americus Reed about the company’s transformation from its PDF roots to a global leader in creativity and digital experience solutions, offering insight into Adobe’s strategic reinvention, generative AI integration, a…
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Maybe It’s the System with Dr. Michael G. Thomas, Jr.
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40:03On 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 brought him to the…
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Trading Insights: Systematic investing, with Aspect Capital’s co-founder Martin Lueck
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25:49In this episode, Martin Lueck, co-Founder and Research Director at Aspect Capital, and formerly co-Founder of AHL, now part of MAN Group, is in discussion with Eloise Goulder, head of the Data Assets and Alpha Group at J.P. Morgan. They touch on why trend has been such a powerful market attribute through time, the power of harvesting these signals …
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Ripple Effect: Gen AI Workplace Revolution | Stefano Puntoni
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16:19Generative AI promises productivity and cost-cutting gains, but it also has the potential to increase employee well-being. That’s why Wharton’s Stefano Puntoni wants companies to put their workers at the center of the AI conversation. This Ripple Effect episode is part of the “Research Spotlight” series. Hosted on Acast. See acast.com/privacy for m…
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Ep 10 - From Paperboy to Payroll Prince: Meet Rob Basso, the Consummate Entrepreneur
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47:57Welcome to the Crazy Wealthy Podcast! Jonathan interviews Rob Basso, a seasoned entrepreneur and business coach who shares his journey from humble beginnings to building and selling multiple successful businesses. Rob's journey is truly inspiring. We dive deep into his experiences founding Long Island Advantage Payroll and his subsequent business v…
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Rewiring Your Brain: How Past Money Memories Influence Today's Choices
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16:04Unlocking Your Financial Potential: Understanding Money Memories & Motivations Welcome to the Money Strong Podcast with Dr. Bryan Foltice, dedicated to helping you gain confidence and control over your finances. In this episode, we explore the deep-seated impact of 'money memories' from childhood and how they shape our financial behaviors today. Dr…
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#189 | Should You Invest in Music Royalties If You’re Seeking Stable Alternative Assets?
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5:15Have you ever considered music royalties as part of your investment portfolio? Most investors stick to the usual suspects—stocks, bonds, mutual funds—because that’s what they know. But what if you’re missing out on a high-performing, low-volatility income stream that’s been hiding in plain sight? In this episode, we dive into music royalties as a p…
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A CIO’s view: Insights from 30 years of hedge fund investing
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25:50Paul Zummo, Chief Investment Officer of J.P. Morgan Alternative Asset Management, joins Kumar Panja, EMEA head of the Capital Advisory Group at J.P. Morgan, as they celebrate 30 years of investing in hedge funds and other alternative asset classes. Zummo contrasts the early days, characterized by limited data and conventional strategies, with today…
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#188 | Should You Add Music Royalties To Your Investment Strategy If You're Seeking Reliable Passive Income?
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24:59Are you really diversified — or just following outdated portfolio models? If you've never considered music royalties as part of your investment strategy, you're not alone — but you're likely missing out. In this episode, John talks with David Vankka, President and CFO at ICM Asset Management and lead manager of the Crescendo Music Royalty Fund. The…
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Wharton Moneyball: Using Data to Model NBA Performance with Seth Partnow
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5:50A highlight of Eric Bradlow, Shane Jensen, and Adi Wyner's conversation with Seth Partnow—Data Science Manager for the NBA at PENN Interactive, former Director of Basketball Research for the Milwaukee Bucks, and author of The Midrange Theory—discussing what NBA work at PENN Interactive entails, expectations for draft picks and predicting player per…
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How Mutual Funds Help You Keep More of Your Returns
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17:38In this episode of Why Not Mint Money, host Neil Borate is joined by Mr. Ganesh Mohan, Managing Director of Bajaj Finserv Asset Management, to unpack a smarter way to manage your idle cash. While savings accounts and FDs offer safety, they often fall short on returns and tax efficiency. Ganesh breaks down how liquid and overnight mutual funds prese…
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Empowering directors: Practical perspectives for boardroom success
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15:26Following the 2025 J.P. Morgan Board Summit, join Charlie Post, co-head of Media & Communications M&A, Chris Ventresca, global chairman of Investment Banking and M&A and Jessica McIntosh from the Director Advisory Services team, as they delve into the pressing challenges confronting public company directors today. This engaging discussion covers th…
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#187 | Why Financial Advice Must Reach Underserved Communities Now
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3:26Who really gets access to good financial advice — and who’s left behind? Financial resilience shouldn't be a privilege. In this episode, we explore how underserved and underrepresented communities — from LGBTQ+ individuals to visible minorities — are often excluded from the guidance they need most. You’ll discover: Why traditional financial systems…
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Understanding Financial Well Being: It's Way More Than a Number
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16:06Understanding Financial Wellbeing: Key Components and Why It Matters Welcome to the Money Strong Podcast, where Dr. Bryan Foltice helps listeners build confidence and control over their finances. In this episode, Dr. Foltice explores the true meaning of financial wellbeing, breaking down its components such as security, confidence, and control. He …
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Fix It Friday - Illusions and Collusions: How Big Wall Street and Financial Media Collude to Profit at the Investors Expense
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16:18Welcome 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…
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