Analog Advisor

Wes Brown and Dr. Sonya Lutter
  • 5.0(9개의 평가)
  • 비즈니스
  • 매월 업데이트

Welcome to Analog Advisor, a podcast about the way money shapes our lives, relationships and society. Join us as we explore the nuances of living an analogue life in an evermore digital world.

  1. 2024. 11. 19.

    The Differentiating Factors of a Sound Wealth Advisor with Matt Sommer

    What is the role of a wealth advisor? What are the conversations, holistic strategies, and skill sets that set a sound advisor apart from a mediocre one?  Today co-hosts Wes Brown and Dr. Sonya Lutter sit with Matt Sommer, Head of Specialist Consulting Group at Janus Henderson Investors, to explore the role of advisors in the year 2024. Through this enlightening conversation, Matt shares several findings from his recent research: 85% of all investors desire more financial education, life expectancy is correlated to wealth, and 70% of investors admit to making mistakes due to emotions. Based on his research and experience, Matt shared his refreshing take on the role of financial advisors in providing financial support beyond investments and the importance of providing peace of mind and behavioral coaching. Book Recommendation in this Episode: Thinking Fast and Slow  Send us a text - - - - - - - - - - - - - - - - Learn more about Analog Advisor Analog Advisor is produced by Mickenzie Vought and edited by Podcircle Subscribe Apple | Spotify Follow Us on LinkedIn Wes Brown | Sonya Lutter | CogentBlue Have thoughts or ideas for future topics or episodes? Email us at podcast@analogadvisor.com.

    52분

  2. 2024. 11. 05.

    Making Meaning of Our Money Habits

    In this recap episode of Analog Advisor, hosts Wes Brown and Dr. Sonya Lutter explore two of their most recent episodes with financial psychologist Dr. Daniel Crosby and Money Habitudes expert Cara Macksound. The conversation explores how our personal beliefs, attitudes, and habits around money form our Money Habitudes that shape our finances and overall well-being and life satisfaction.  Wes and Sonya explore the limiting beliefs they've held around money and the importance of self-awareness and reflection in financial decisions.   Send us a text - - - - - - - - - - - - - - - - Learn more about Analog Advisor Analog Advisor is produced by Mickenzie Vought and edited by Podcircle Subscribe Apple | Spotify Follow Us on LinkedIn Wes Brown | Sonya Lutter | CogentBlue Have thoughts or ideas for future topics or episodes? Email us at podcast@analogadvisor.com.

    26분

  3. 2024. 10. 22.

    Where Money Intersects with Meaning with Dr. Daniel Crosby

    When asked to describe what he does, today’s guest says that he deals with the messiness of money as it intersects with the strangeness and oddity of being a human being.  Where money intersects with meaning, you’ll find psychologist, behavioral finance expert, podcaster, and author of the new book Soul of Wealth, 50 Reflections on Money and Meaning, Dr. Daniel Crosby. In this fascinating and illuminating conversation, Daniel joins Wes and Sonya to dissect how our behaviors and understanding of money can open a pathway to the things that really matter.  Send us a text - - - - - - - - - - - - - - - - Learn more about Analog Advisor Analog Advisor is produced by Mickenzie Vought and edited by Podcircle Subscribe Apple | Spotify Follow Us on LinkedIn Wes Brown | Sonya Lutter | CogentBlue Have thoughts or ideas for future topics or episodes? Email us at podcast@analogadvisor.com.

    45분

  4. 2024. 10. 08.

    Developing Resiliency through Grief with Dr. Sonya Lutter

    Grief and loss are a part of being human. While it may be a universal experience, many of us don’t know how to feel it for ourselves, let alone meet our loved ones in their grief.  In today’s episode, co-hosts Sonya and Wes share a special conversation about grief, loss, and resiliency, and Sonya shares a vulnerable part of her story. Together they explore the impact of loss, and Sonya shares how she has made the conscious decision to work through her grief in a way that honors how it has impacted her, while not defining who she is. She further provides practical and tangible ways to come alongside our loved ones in grief. This episode deals with the heartbreaking topic of suicide. If your story has been impacted by suicide, we hope that today’s episode meets you where you are and that in it, you might find connection and a shared hope. However, we encourage you to do what is best for you and, if needed, decide to skip it and return for our next episode.  Additionally - if you or someone you love struggles with suicide ideations, we want to remind you of the 988 Suicide and Crisis Lifeline.  Send us a text - - - - - - - - - - - - - - - - Learn more about Analog Advisor Analog Advisor is produced by Mickenzie Vought and edited by Podcircle Subscribe Apple | Spotify Follow Us on LinkedIn Wes Brown | Sonya Lutter | CogentBlue Have thoughts or ideas for future topics or episodes? Email us at podcast@analogadvisor.com.

    47분

  5. 2024. 09. 24.

    Facilitating Better Financial Conversations with Cara Macksoud

    We know that our beliefs and behaviors around money are deeply personal. However, many financial professionals still try to keep the personal stuff out of the conversation. What if there was a way for us to have better financial conversations? Today’s guest, Cara Macksound, CEO of Money Habitudes, has built a career out of helping people understand the psychology of money to empower them to manage their financial well-being. And she’s doing it through The Money Habitutes - a game-like assessment used by financial professionals to help people understand and talk about their finances in a fun, constructive way.   Join us for a fascinating conversation that explores the context and lenses through which we view money and how it impacts our relationship to risk, money, and the people in our lives. About Our Guest: Cara Macksoud, FBS® is the CEO of Money Habitudes. She completed the Financial Therapy Graduate Certificate at Kansas State University and holds a BS in Finance from NYU Stern School of Business. She is a Certified Financial Behavior Specialist® and a member of the Financial Therapy Association where she serves on their business development committee. She is also a member of the Association of Financial Counseling and Planning Education (AFCPE) and is an AFC candidate. Prior to joining Money Habitudes, Cara was the CFO/COO for The Animation Project, an incentivized workforce development program for at-risk youth. Before her time in the nonprofit sector, Cara was an ETF trader for 12 years and, at the time, the youngest female to earn a trading seat on the floor of the NYSE. Connect with Cara on LinkedIn Learn more about Money Habitudes Recommended Reading from this episode: Elon Musk - Walter IsaacsonSend us a text - - - - - - - - - - - - - - - - Learn more about Analog Advisor Analog Advisor is produced by Mickenzie Vought and edited by Podcircle Subscribe Apple | Spotify Follow Us on LinkedIn Wes Brown | Sonya Lutter | CogentBlue Have thoughts or ideas for future topics or episodes? Email us at podcast@analogadvisor.com.

    57분

  6. 2024. 09. 10.

    Discovering Hope and Empathy in the Face of Tragedy with Dr. Nathan Harness

    On the morning of 9/11, Dr. Nathan Harness was a young stockbroker starting his second day working in the World Trade Center. The events that unfolded that day have altered the world as we know it.   For Nathan, surviving this traumatic and life-altering experience has shaped how he approaches every aspect of his life and spurred him to a profession where he can help others. In the face of the darkest parts of humanity, Nathan witnessed sacrifice, empathy, and hope.  Dr. Nathan, Professor and Director of Financial Planning at Texas A&M, joins Wes Brown and Dr. Sonya Lutter today to share his remarkable story. He highlights the significance of living with intentionality, gratitude, and purpose and the role of empathy and resilience in shaping his character and teaching. Join us for this inspiring conversation that invites us to see the best in humanity and ourselves.  Connect with Dr. Nathan Recommended Reading from this episode:  The Radical Elimination of Hurry  The American Story  The History of Financial Planning  Send us a text - - - - - - - - - - - - - - - - Learn more about Analog Advisor Analog Advisor is produced by Mickenzie Vought and edited by Podcircle Subscribe Apple | Spotify Follow Us on LinkedIn Wes Brown | Sonya Lutter | CogentBlue Have thoughts or ideas for future topics or episodes? Email us at podcast@analogadvisor.com.

    1시간 2분

  7. 2024. 08. 28.

    The Pursuit of Life Well-Being with Meir Statman

    How does our understanding of money shape our pursuit of happiness? Wes Brown and Sonya Lutter are joined by renowned behavioral finance expert Meir Statman to learn how our financial decisions impact our life satisfaction and explore the intersection of money and psychology through Meir’s extensive research and experiences. Meir shares insights from his book ‘A Wealth of Well-Being,’ discussing the critical role of empathy, resilience, and personal values in financial planning. You’ll also learn practical strategies for integrating financial stability with life’s other domains, tackling gender dynamics in finance, and the transformative power of giving back.  Send us a text - - - - - - - - - - - - - - - - Learn more about Analog Advisor Analog Advisor is produced by Mickenzie Vought and edited by Podcircle Subscribe Apple | Spotify Follow Us on LinkedIn Wes Brown | Sonya Lutter | CogentBlue Have thoughts or ideas for future topics or episodes? Email us at podcast@analogadvisor.com.

    1시간 4분

  8. 2024. 08. 13.

    Wealth and Well-Being: Coping with Stress and Anxiety

    What's the relationship between wealth, stress, and anxiety? It's more nuanced than you may think. Hosts Dr. Sonya Lutter and Wes Brown reflect on insights from experts like Dr. Jim Grubman, Moira Somers and Lenore Skenazy, debunking the myth that more money means less stress. Tune in to learn effective strategies for managing stress, like developing support resources, practicing mindfulness, and prioritizing tasks. Send us a text - - - - - - - - - - - - - - - - Learn more about Analog Advisor Analog Advisor is produced by Mickenzie Vought and edited by Podcircle Subscribe Apple | Spotify Follow Us on LinkedIn Wes Brown | Sonya Lutter | CogentBlue Have thoughts or ideas for future topics or episodes? Email us at podcast@analogadvisor.com.

    38분
모두 보기(37개)

예고편

5
최고 5점
9개의 평가

소개

Welcome to Analog Advisor, a podcast about the way money shapes our lives, relationships and society. Join us as we explore the nuances of living an analogue life in an evermore digital world.

정보

  • 제작진
    Wes Brown and Dr. Sonya Lutter
  • 방송 연도
    2022년 - 2024년
  • 에피소드
    37
  • 등급
    전체 연령 사용가
  • 저작권
    © 2024 Analog Advisor
  • 웹사이트 보기
    Analog Advisor