Best Matt Halloran Podcasts (2025)

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Ep 85 - Find Your Voice: Podcasting as Purpose with Matt Halloran 1:05:12

20d ago1:05:12

1:05:12

In this powerful and entertaining episode, I'm delighted to be joined by podcasting legend Matt Halloran, co-founder of ProudMouth. Together, we explore why podcasting isn't just a tool for business; it’s a deeply human medium that offers purpose, connection, and even legacy in retirement. Whether you're a financial planner looking to build trust w…

1
Find Your #Finfluence with Laura Garfield 25:30

1d ago25:30

25:30

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 successful video marke…

1
Ep 86 - Living Between Chapters with Toni Petrillo 59:43

9d ago59:43

59:43

In this deeply insightful and refreshingly honest conversation, I sit down with retirement coach and former financial services executive Toni Petrillo, founder of Retire with Intention. We explore the emotional complexities and personal transformations that often define life after full-time work, diving into the hidden challenges retirees face, par…

1
29. The Power of Story: How Financial Advisors Can Unlock Deeper Client Connections Through Money Narratives with Dr. Joy Lere 34:14

14d ago34:14

34:14

Text us to share what you found helpful! What if the key to transforming your client relationships isn't in your financial planning software, but in your ability to understand and work with the stories your clients tell themselves about money? In this compelling episode, licensed clinical psychologist and co-founder of Shaping Wealth, Dr. Joy Lere,…

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Maybe It’s the System with Dr. Michael G. Thomas, Jr. 40:03

15d ago40:03

40:03

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 brought him to the…

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28. When Plans Fall Apart: Navigating Client Disappointment and Your Own Emotional Response with Yohance Harrison 42:44

28d ago42:44

42:44

Text us to share what you found helpful! In this case consultation episode, Ashley teams up with fellow advisor and podcast host Yohance Harrison to tackle a challenge many financial advisors face: when carefully crafted plans fall apart due to circumstances beyond anyone's control. Yohance brings a real scenario involving clients whose homebuying …

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Adapting to Changing Client Expectations with Amy Mullen 26:34

29d 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
Ep 84 - Solving the Retirement Income Puzzle with Dr. Jeff Brown 1:04:57

1M ago1:04:57

1:04:57

In this episode, I had the privilege to sit down with world-renowned economist Dr. Jeff Brown to explore one of retirement's most misunderstood tools, annuities. But this isn’t your typical dry financial chat. Together, we unpack why guaranteed income might be the key to unlocking joy, confidence, and peace of mind in retirement. With a perfect ble…

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27. 3 Essential Skills Every Financial Advisor Needs to Master Client Psychology 37:17

1M ago37:17

37:17

Text us to share what you found helpful! Season 2 is officially here! In this Season 2 kickoff, host Ashley Quamme, licensed therapist and financial behavior specialist reveals the three essential psychological skills that separate good advisors from great ones. Drawing from behavioral finance research, therapeutic communication techniques, and rea…

1
Ep 83 - The 7 Pillars of Aging Responsibly with Tony Taylor 59:01

1M ago59:01

59:01

In this energising and heartfelt episode, I'm joined by Tony Taylor, a retired entrepreneur turned healthy ageing coach, functional medicine practitioner, and the creator of the 7 Pillars of Ageing Responsibly. After facing the retirement cliff edge head-on, Tony rebuilt his life with purpose, resilience, and a relentless curiosity. Together, we ex…

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

1M 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…

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Ep 82 - Why You Should Write a Book in Retirement with Helen Wilkie 54:57

2M ago54:57

54:57

In this inspiring and thought-provoking episode of Humans vs Retirement, I sit down with The Executive Book Coach, Helen Wilkie to explore why retirement may be the ideal moment to write the book you've always dreamed of. From memoirs to how-to guides, legacy to creativity, Helen shares practical insights and soulful encouragement for anyone curiou…

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26. The Hidden Role of Shame in Financial Planning: Practical Tools for Advisors to Create Client Breakthroughs with Nathan Astle 42:29

2M ago42:29

42:29

Text us to share what you found helpful! Is an invisible emotional barrier preventing your clients from following through on their financial plans? In this episode, Certified Financial Therapist™ and founder of the Financial Therapy Clinical Institute, Nathan Astle, reveals how unaddressed financial shame often lurks beneath surface-level resistanc…

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

2M 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
Ep 81 - Who Will Get My Money When I Die? with Stuart Ritchie 1:11:08

2M ago1:11:08

1:11:08

In this eye-opening conversation, I sit down with Stuart Ritchie, chartered tax advisor, estate planning expert, and author of Who Will Get My Money When I Die, to explore one of the most emotional and misunderstood aspects of later-life financial planning: inheritance tax. This episode isn’t about doom and gloom, it’s about taking control. Whether…

1
25. Shut Up and Listen: How Strategic Listening Skills Transform Client Relationships with Matt Halloran 45:35

2M ago45:35

45:35

Text us to share what you found helpful! Could the secret to deeper client relationships be as simple as just shutting up? In this eye-opening episode, Matt Halloran, co-founder of ProudMouth and author of "Shut the F Up and Listen," reveals how mastering the art of listening can completely transform advisor-client dynamics. Drawing from his backgr…

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
24. Mastering Grief Literacy: Why Widows Leave Their Advisors and How to Keep Them with Kathi Balasek 41:09

3M ago41:09

41:09

Text us to share what you found helpful! What happens when your widowed client can't focus on financial decisions because they're drowning in grief fog? Grief literacy expert Kathi Balasek pulls back the curtain on the psychological reality facing clients after loss, sharing her own journey as a young widow who made financial mistakes despite havin…

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Ep 80 - The 10 Commandments of Retirement with Fritz Gilbert 1:04:03

3M ago1:04:03

1:04:03

What really matters in retirement? After the spreadsheets are done, the portfolio’s in place, and the paycheque has stopped, what's left? In this powerful and deeply human conversation, I sit down with Fritz Gilbert, author of Keys to a Successful Retirement and founder of The Retirement Manifesto, to explore the non-financial side of life after wo…

1
Managing Financial Stress & Anxiety with Dr. Kristy Archuleta 22:21

3M ago22:21

22:21

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 cofounder of both th…

1
Winning the Work with Tim Maurer 27:07

3M ago27:07

27:07

In this episode of Financial Behavior Thought Leaders, host Dr. Mary Bell Carlson sits down with Tim Maurer, CFP®, Chief Advisory Officer at Signature FD and a renowned figure in financial planning and behavioral finance. Known for his dynamic keynotes and practical wisdom, Tim brings over twenty years of experience in financial services, along wit…

1
The Story Behind Financial Behavior Keynote Group 23:27

3M ago23:27

23:27

Welcome to the inaugural episode of Financial Behavior Thought Leaders! In this kick-off conversation, guest host Dr. Kristy Archuleta turns the tables on our regular host, Dr. Mary Bell Carlson, putting her in the hot seat to share her own story. Together, they invite you behind the scenes of the Financial Behavior Keynote Group (FBKG) and explore…

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Creating a Standout Culture with Darci Smith 27:53

3M ago27:53

27:53

In today’s competitive financial services landscape, culture is the ultimate differentiator. In this episode, Darci Smith of Roklyn Consult joins Jay Coulter to share a powerful framework for building a winning culture—one that attracts top talent, empowers teams, and sets your firm apart. Darci draws insights from her chapter in the new collaborat…

1
Ep 79 - What Will I Do All Day? with Patrice Jenkins 1:04:48

3M ago1:04:48

1:04:48

In this uplifting and thought-provoking episode, I sit down with Patrice Jenkins, author of What Will I Do All Day?, to explore the real heart of retirement beyond financial plans. Together, we dig into why retirement is not simply about staying busy, but about rediscovering meaning, purpose, identity, and joy. Patrice shares insights from her deca…

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23. Understanding Financial Trauma: How Advisors Can Recognize the Invisible Barriers to Client Success with Rahkim Sabree 48:41

3M ago48:41

48:41

Text us to share what you found helpful! Financial trauma silently shapes your clients' decisions regardless of their net worth—and Rahkim Sabree reveals exactly how to spot it. This conversation unpacks how childhood experiences, observed behaviors, and systemic barriers create powerful money beliefs that persist even when clients achieve financia…

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Financial Behavior Thought Leaders Trailer 1:41

3M ago1:41

1:41

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 mo…

1
Actionable AI Strategies for Advisors with Duncan MacPherson 41:13

4M ago41:13

41:13

What if you could grow your advisory practice, reduce your workload, and deepen client relationships — all without hiring additional staff? That’s not a fantasy. It’s what elite advisors are doing right now with AI. In this episode of The Resilient Advisor Show with Jay Coulter, Duncan MacPherson, CEO of Pareto Systems, returns to share 17 actionab…

1
22. Debunking The Great Wealth Transfer: Facts vs. Fiction with Dr. Jim Grubman 40:17

4M ago40:17

40:17

Text us to share what you found helpful! Ever wondered where that "$84 trillion wealth transfer" statistic actually came from? In this internationally recognized wealth psychology expert Dr. Jim Grubman separates fact from fiction about the much-hyped "Great Wealth Transfer." Drawing from decades of experience consulting with wealthy families and t…

1
How Financial Advisors Can Increase Referrals with Matt Halloran 35:38

4M ago35:38

35:38

In this episode of The Resilient Advisor Show, host Jay Coulter sits down with ProudMouth Co-founder Matt Halloran to discuss effective strategies for generating meaningful referrals as a financial advisor. Matt delves into the changing dynamics of referrals, emphasizing the need for consistent, personalized content. The episode covers various prac…

1
The Four Phases of Retirement with Dr. Riley Moynes 52:58

4M ago52:58

52:58

Summary In this powerful and insightful episode, I sit down with Dr. Riley Moynes, author, speaker, and creator of the viral TED Talk on "The Four Phases of Retirement," which has amassed nearly 5 million views. Together, we unpack why retirement is far more of a human problem than a financial one, and why so many retirees struggle despite having "…

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21. Financial Planning for Women Post-Divorce: Research Insights and Practical Strategies with Michael Kothakota 39:54

4M ago39:54

39:54

Text us to share what you found helpful! In this episode, financial planning practitioner and researcher Michael Kothakota shares evidence-based approaches for supporting women through divorce financial planning. Drawing from his extensive research and practice experience at WolfBridge Wealth, Michael reveals how traditional divorce processes often…

1
The Ikigai Way: How to Uncover Your Purpose with David Marlow 59:50

4M ago59:50

59:50

Episode Summary In this inspiring and heartfelt episode, I sit down with David Marlow, veteran leader, coach, and author of The Ikigai Way to explore how the ancient Japanese concept of Ikigai can powerfully guide us into a more fulfilling and purposeful retirement. From personal stories of career transitions to uncovering identity after work, Davi…

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Revisiting Dual Momentum Investing with Gary Antonacci 23:03

4M ago23:03

23:03

With the international markets starting to show some life, now could be the time to consider a Dual Momentum strategy. I sat down with Gary Antonacci, author of Dual Momentum Investing and a 40-year investment industry veteran with an MBA from Harvard. Gary shares his expertise on momentum investing and trend following, diving into its origins in t…

1
The Retirement Mindset Shift with Lindsay Troxell 1:07:54

5M ago1:07:54

1:07:54

Episode Summary Retirement isn’t just a financial transition, it’s a psychological and emotional one, too. In this episode of Humans vs. Retirement, I sit down with Lindsay Troxell, a coach and life planner who has been at the forefront of shifting the financial industry’s focus toward a more human-first approach. Lindsay shares powerful insights o…

1
How To Discuss The Markets With Worried Clients 6:19

5M ago6:19

6:19

How to Talk to Clients During Market Volatility The markets are swinging, financial news is only adding fuel to the fire, and your clients are calling—scared. So how do you handle these conversations in a way that keeps them calm and protects their financial future? In this episode of The Resilient Advisor, I’ll teach you a proven framework to conf…

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20. Women as Financial Decision-Makers: Strategies for Empowering Female Clients in Retirement Planning with Tanya Nichols 38:08

5M ago38:08

38:08

Text us to share what you found helpful! In this insightful episode of Planning & Beyond, host Ashley Quamme explores the unique dynamics of women who serve as primary financial decision-makers with Tanya Nichols, founder and president of Align Financial. With 25 years of experience helping women retire confidently, Tanya shares valuable perspectiv…

1
Behaving Your Way to a Better Retirement with Greg Davies 1:04:33

5M ago1:04:33

1:04:33

This is episode 75! And I’m thrilled to introduce my guest today. He is a true pioneer in the field of behavioural finance, Dr. Greg Davies. Greg is the Head of Behavioural Finance at Oxford Risk and has spent his career shaping how we understand investor psychology, financial decision-making, and the emotional complexities that come with managing …

1
19. Mastering Emotional Intelligence in Financial Planning: How EQ Drives Client Trust and Business Growth with James Woodfall 37:16

5M ago37:16

37:16

Text us to share what you found helpful! Summary: In this compelling episode, former financial planner turned emotional intelligence expert James Woodfall reveals how mastering EQ can transform client relationships and dramatically improve business outcomes. Drawing from his unique background as both a financial planner and master's degree holder i…

1
How to Build Retirement Intelligence with Bob Laura 1:02:53

5M ago1:02:53

1:02:53

Bob is a pioneer in the psychology and social science of retirement. He is a five-time best-selling author, nationally syndicated columnist and recognized presenter at retirement conferences across the US. He is the founder of the Retirement Coaches Association, Certified Professional Retirement Coach Designation and Retirement Intelligence Assessm…

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The Scarcity Trap: How to Shift to a Prosperity Mindset in Retirement with Leisa Peterson 1:00:23

6M ago1:00:23

1:00:23

Today I welcome Leisa Peterson to the show, Leisa is the author of The Mindful Millionaire in which she writes brilliantly about overcoming scarcity, experiencing true prosperity and creating the life you really want. Leisa is on a mission to help 1,000,000 people elevate their financial consciousness by realizing their true value and creating grea…

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18. Financial Intimacy: Understanding the Psychology of Money in Relationships with Ed Coambs 48:01

6M ago48:01

48:01

Text us to share what you found helpful! What is financial intimacy…and how is that different from financial transparency?.In this episode, Ed Coambs, CFP® and Licensed Marriage and Family Therapist, reveals how financial advisors can deepen both client relationships and their own marriages through financial intimacy. Learn about Ed's innovative GR…

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Lessons & Insights From a REAL Retirement Journey with Julian Hince 1:03:04

6M ago1:03:04

1:03:04

Summary Welcome to a very special episode 72 of The Humans vs Retirement Podcast… Why is it special I hear you say… Well, its special because it’s a real retirement story and journey as I have a conversation with my wonderful client Julian Hince. Whilst I love bringing expert opinions to you I think nothing hits home and resonates more than a real …

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17. Transform Your Client Conversations Through Motivational Interviewing with Derek Hagen 43:08

6M ago43:08

43:08

Text us to share what you found helpful! Discover how to revolutionize your client relationships using motivational interviewing, a powerful framework that enhances client engagement and facilitates meaningful change. Join host Ashley Quamme and guest Derek Hagen, Director of Education at Money Quotient, as they unpack this evidence-based approach …

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How to Make Better Choices in Retirement with Richard Shotton 1:02:06

6M ago1:02:06

1:02:06

Summary In this episode I get to chat with author and behavioural scientist, Richard Shotton. Richard specialises in how humans make choices and has written 2 excellent books on this subject, the choice factory and the illusion of choice. He further specialises on applying findings from psychology and behavioural science to how businesses market th…

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16. How to Incorporate a Financial Behavior Officer Into Your Firm with Jake Northrup 41:13

7M ago41:13

41:13

Text us to share what you found helpful! In this episode of Planning & Beyond, host Ashley Quamme sits down with Jake Northrup, owner of Experience Your Wealth, to explore how incorporating behavioral expertise into financial planning firms can transform client relationships and enhance practice management. As both the host and the financial behavi…

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The Rich Life Mindset with Susan Latremoille 53:21

7M ago53:21

53:21

Summary In this episode of The Humans vs Retirement Podcast is get to chat with Susan Latremoille Susan is a certified Retirement Coach (CPRC) and the author of The RichLife – Managing Wealth and Purpose, It’s Not Just about the Money – The Whole Life Approach to Wealth Management, and co-author – Thriving Throughout Your Retirement Transition. Sus…

1
Finding Purpose in Retirement with Jordan Grumet 56:41

7M ago56:41

56:41

Summary I had the privilege to sit down with Jordan Grumet, author of the brilliant new book The Purpose Code and host of The Earn & Invest Podcast. In this conversation, Jordan shares his journey from being a physician to discovering the importance of purpose in life, particularly in retirement. He discusses the paradox of purpose, the difference …

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15. Estate Planning Beyond Documents: Key Insights for Financial Advisors with Emily Rassam 39:35

7M ago39:35

39:35

Text us to share what you found helpful! In this episode we’re joined by Emily Rassam, wife, mother of two, Partner and Senior Financial Planner at Archer Investment Management to talk about the importance of estate planning and the emotional intricacies involved in discussing mortality with loved ones. Emily emphasizes the need to go beyond the ba…

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Celebrating 500 Episodes: Favorite Moments, Marketing Lessons, and What’s Next With Kirk Lowe (Ep. 500) 51:39

7M ago51:39

51:39

All good things must come to an end. In this special milestone episode of the Top Advisor Marketing Podcast, Matt Halloran and Kirk Lowe celebrate their 500th — and surprise! — final episode with you. Reflecting on seven years of podcasting, they share behind-the-scenes stories, valuable marketing lessons, and a heartfelt appreciation for their lis…

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Future-Proof Your Practice: Marketing Predictions Advisors Can’t Ignore for 2025 With Kirk Lowe (Ep. 499) 41:07

7M ago41:07

41:07

It’s time to gaze into our crystal ball once again. 🔮 In this episode of the Top Advisor Marketing Podcast, Matt Halloran and Kirk Lowe share their predictions for successful marketing in 2025, tackling topics every advisor needs to hear. From leveraging AI to streamline workflows while maintaining a human touch, to the necessity of creating authen…

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