MONEY MATTERS with Christopher Hensley

Christopher Hensley
  • 4.7 (18)
  • EDUCATION
  • UPDATED BIWEEKLY

Money Matters has been airing for over a decade, providing important money management education to the Houston community. Originally launching in 2013, the show has evolved to cover a wide range of financial topics beyond just budgeting and saving. From investing and retirement planning the show explores every aspect of personal finance. With an engaging interview format, host Christopher Hensley talks candidly with both financial experts and everyday community members about their experiences with money. By sharing real-life stories and actionable advice, the show makes financial literacy accessible and interesting to a broad audience. Popular episodes over the years have addressed things like getting out of debt, affording college, planning for retirement, and teaching kids about money. Now approaching its 10th anniversary, the show continues to be a vital educational resource for Houstonians looking to take control of their finances. Stream episodes on demand at www.moneymatterspodcast.com With the Money Matters show, you'll gain the knowledge and confidence to achieve your financial goals.

  1. 1D AGO

    Money Matters Episode 340-From Note-Takers to AI Assistants: The New Standard for Financial Advisors W/ Matt Halloran

    Will AI replace financial advisors—or make the best ones better? In this episode of Money Matters, Christopher Hensley sits down with Matt Halloran, author of Shut the F Up and Listen and Chief Evangelist at Zocks, to continue a conversation that began with one core idea: great advice starts with great listening. Now, that philosophy is colliding with a new reality—AI assistants. Matt explains why AI assistants won't replace financial advisors, but will raise the standard for what clients expect. From AI note-taking to tools that capture emotional cues, automate follow-ups, and turn conversations into actionable client intelligence, this episode breaks down what's actually changing—and what still belongs squarely in the human domain. You'll hear why AI assistants are helping advisors reclaim 10+ hours per week, how better recall builds deeper trust and referrals, and why the real risk isn't AI itself—but ignoring it while other advisors move ahead. In This Episode, You'll Learn: Why AI note-takers are just the beginning How AI assistants capture details advisors miss during meetings The difference between generic AI tools and purpose-built advisor platforms Why better listening leads to stronger trust and referrals How advisors should reinvest the time AI gives back Why AI can actually help advisors become more human, not less Key Takeaway: AI won't replace financial advisors. Advisors who use AI well will replace those who don't. About the Guest Matt Halloran is the Chief Evangelist at Zocks and the author of Shut the F Up and Listen. With over two decades in financial services, Matt is known for helping advisors improve communication, client experience, and practice growth by blending behavioral insights with modern technology. Connect & Learn More Learn more about Matt & Zocks: https://zocks.io Follow Christopher Hensley for more conversations on advice, AI, and the future of financial services

    31 min
  2. You Might Also Like: On Purpose with Jay Shetty

    1D AGO · BONUS

    You Might Also Like: On Purpose with Jay Shetty

    Introducing MATTHEW MCCONAUGHEY: The KEYS to a Meaningful Life (Love, Faith, Family & Turning Failure into Growth) from On Purpose with Jay Shetty. Follow the show: On Purpose with Jay Shetty Matthew McConaughey didn’t build his life by trying to control every outcome. He built it by learning when to let go and when to trust. Today, Jay sits down with Matthew for a raw, unfiltered exploration of purpose, faith, discipline, and what it really means to live well. It’s an honest conversation about the moments that shape us, and the choices that quietly define who we become. Together, they move through certainty and surrender, ambition and presence, effort and trust. Matthew opens up about his lifelong relationship with achievement and his growing desire to create space for stillness, daydreaming, and reflection. He shares how writing became a way to strip away filters and speak more directly to his truth, and how fatherhood reshaped his understanding of responsibility, humility, and love. Jay and Matthew explore failure as a sign of growth, and how disappointment when met with self-awareness, can teach rather than define us. Together they reveal a powerful insight: growth doesn’t come from trying to perfect ourselves, but from learning how to stay present, curious, and grounded through every season of life.  Matthew reflects on the balance between taking responsibility and letting go, between striving for excellence and accepting imperfection. He shares why he believes the world is conspiring to make us happy, not through ease, but through meaning, effort, and alignment. In this interview, you'll learn: How to Trust Life Without Losing Control How to Redefine Success Beyond Achievement How to Learn From Failure Without Shame How to Build Trust Before You Need It How to Stay Present Without Chasing Perfection How to Strengthen Love Through Daily Intention How to Find Meaning When Answers Aren’t Clear Life isn’t asking you to be perfect, it’s asking you to be present. To stay curious. To keep learning. To choose courage over comfort and intention over autopilot. No matter where you are right now, progress is still possible, meaning is still available, and your next step matters. Explore Matthew McConaughey’s reflections  on faith, belief, and the human experience in his book Poems & Prayers: http://poemsprayers.com/ With Love and Gratitude, Jay Shetty Join over 750,000 people to receive my most transformative wisdom directly in your inbox every single week with my free newsletter. Subscribe here.  Check out our Apple subscription to unlock bonus content of On Purpose! https://lnk.to/JayShettyPodcast  What We Discuss: 00:00 Intro 01:16 The Drive for Purpose and Accomplishment 04:23 Living With a Beginner’s Mind 07:20 What Chapter of Life Are You In Right Now? 13:21 Why You’re Exactly Where You Need to Be 16:25 How Your View of Success Shapes Failure 20:39 Humility Means Being Honest With Yourself 23:15 The Power of Consequences 25:47 You Just Need to Take One Step at a Time 30:49 Staying Grounded in Faith Through Real Life Experiences  34:37 Ways to Strengthen Your Spiritual Practice 45:29 What is Truly Fascinating About Being Human? 50:45 Are We Expecting Too Much From Others? 58:57 Where Do You Seek Validation? 01:01:56 Learning to Trust Without Losing Control 01:08:28 When Everything Matters, Nothing Does 01:13:24 A More Realistic Way to Think About Love 01:24:14 Understanding Both Sides of Consequence 01:27:49 Matthew on Final Five Episode Resources: Poems & Prayers | http://poemsprayers.com/ Instagram | https://www.instagram.com/officiallymcconaughey/  YouTube | https://www.youtube.com/channel/UChH3PVceKAMkFXHza0PlX_Q  X | https://x.com/McConaughey  Facebook | https://www.facebook.com/MatthewMcConaughey/  TikTok | https://www.tiktok.com/@officiallymcconaughey_m See omnystudio.com/listener for privacy information. DISCLAIMER: Please note, this is an independent podcast episode not affiliated with, endorsed by, or produced in conjunction with the host podcast feed or any of its media entities. The views and opinions expressed in this episode are solely those of the creators and guests. For any concerns, please reach out to team@podroll.fm.

  3. 12/18/2025

    Money Matters Episode 339-AI Workers, Not Chatbots: How Advisors Scale with Digital Co-Workers W/Jonathan Michael

    What if financial advisors didn't just use AI tools—but had AI workers supporting their business? In this episode of Money Matters, host Chris Hensley is joined by Jonathan Michael, Director of Growth at TIFIN AXIS, to unpack what AI agents really are, how they differ from chatbots, and why they're quickly becoming a practical way for advisory firms to scale. Jonathan brings a founder's perspective from both EdTech and WealthTech and focuses on one core idea: AI should take on the operational, repetitive work that slows firms down—so advisors can spend more time where they add the most value. In this conversation, we discuss: What defines an AI agent (and what doesn't) Why AI workers are best thought of as digital co-workers Where agents outperform traditional software and manual workflows Why structured prompting is a best practice for reliability and oversight How verification loops reduce AI errors and improve confidence The role of data infrastructure in deploying AI responsibly What the RIA of the future looks like with humans and AI working together If you're a financial advisor or RIA leader trying to make sense of AI without the hype, this episode offers a grounded, practical look at how firms are actually using it today—and where it's heading next. 🔗 Guest Jonathan Michael Director of Growth, TIFIN AXIS Host, AI for Wealth Author, Wealth Management Prompts

    33 min

  4. 12/09/2025

    Money Matters Episode 338- Fiduciary in All Things w/ George Kinder

    In this powerful conversation, host Christopher Hensley, RICP®, CES® sits down once again with George Kinder—internationally recognized as the father of life planning and the visionary behind the global Fiduciary in All Things (FIAT) movement. Together, they explore what it would mean for our institutions, our democracy, and our financial systems to finally act in the best interest of the people they serve. Kinder explains how a fiduciary society—rooted in truth, people, democracy, and the planet—could dissolve many of the challenges we face today while preserving the entrepreneurial energy, innovation, and competitiveness that have fueled economic growth. From redefining the role of leadership to examining how polarization and mistrust have fractured civic life, this episode offers an inspiring blueprint for a more ethical and human-centered future. You'll learn: Why fiduciary principles shouldn't stop at financial advice, but extend to government, media, business, and technology How FIAT could reshape democracy so leaders work for the people, not their own agendas The importance of mindfulness and deep listening in building trustworthy institutions Kinder's vision for a world where business leaders become true heroes and models for future generations How AI, truth, and governance intersect—and why ethical guardrails matter now more than ever What a civilization "of the people, by the people, and for the people" looks like when fiduciary values guide decision-making Whether you're a financial professional, a policymaker, a parent, or simply someone looking for a more trustworthy world, this conversation will challenge and inspire you to imagine what a fully fiduciary society could achieve. 👉 Learn more about the FIAT movement at fiduciaryinallthings.com

    31 min

  5. 11/07/2025

    Money Matters Episode 337 – They Didn't Start with AI | Valarie Vest & Sean Van Moorleghem on Culture, Capacity & Digital Associates

    They Didn't Start with AI. They Started with People. That might sound simple—but in today's rush to automate, scale, and "transform," it's anything but. Cambridge Investment Research, Inc. took a different path. No pink slips. No blown-up workflows. No hollow promises about innovation. Just a clear goal: reduce the time it takes to open an account from 20 minutes to seconds—without losing the quality, trust, or people that made the process work in the first place. In this episode of Money Matters, I sit down with: 🟡 Valarie Vest, Chief Experience Officer 🟡 Sean Van Moorleghem, Chief Technology Officer What I love about this story is that it's not theoretical. It's not "AI someday." It's a real-world example of change done right—quietly, intentionally, and with the people in mind from day one. 📌 They trained their digital "associates" the same way they onboard human ones. 📌 They kept the existing workflow—and made it more resilient. 📌 They created new roles and opportunities instead of eliminating them. 📌 And they proved that you can scale without burning out your team or blowing up your culture. One of my favorite lines from Val was this: "Our secret sauce? It's the people. No one got into this business to do paperwork." This episode is for leaders who are serious about innovation but even more serious about getting it right. 🎧 Episode 337: Speed, Scale & Zero Layoffs 👉Click Below to Listen! Huge thanks to Val and Sean for showing what it looks like to move fast and take care of your people. #Leadership #FinancialServices #ProcessImprovement #TeamCulture #Innovation #Podcast #Cambridge #MoneyMatters #DigitalTransformation #AIinBusiness #ResponsibleAI #FintechInnovation #AutomationStrategy #FutureOfFinance #HumanCenteredTech

    31 min

  6. 11/02/2025

    Money Matters Episode 336- Why DEI Still Matters in 2025 | Cornelia Gamlem & Barbara Mitchell on Inclusion, Culture & Engagement

    Is DEI really dead — or just misunderstood? In this episode of Money Matters, workplace culture experts Cornelia Gamlem and Barbara Mitchell, co-authors of Essentials of Employee Engagement, challenge the headlines and reframe the DEI conversation with clarity and strategy. 💥 Cold Open Preview: "People started calling DEI bad, evil, even discriminatory… and it's none of those things if you truly understand it." – Cornelia Gamlem 🎧 In this episode, you'll learn: Why DEI got distorted — and what it really means in today's workplace How inclusion, not perks, drives employee engagement What Gen Z expects from company culture Why listening is the most underused leadership skill Real-world examples of companies winning (or losing) the culture game How disengagement silently shrinks your talent pool The one action any leader can take this week to re-engage their team 📘 Get the book → Essentials of Employee Engagement on Amazon 🔗 Connect with the guests: 👉 Cornelia Gamlem on LinkedIn 👉 Barbara Mitchell on LinkedIn 🌐 Website: https://bigbookofhr.com 💡 If you care about culture, retention, leadership, or HR strategy — this conversation is a must-listen.

    30 min

  7. 09/27/2025

    Money Matters Episode 335- Human Connection at Scale: Robert Sofia on AI, Trust, and Advisor Growth

    🚨 Can AI actually make financial advisors feel more human—not less? That's the bold idea Robert J. Sofia, CEO of Snappy Kraken, shares in this week's episode of Money Matters. We break down what "human connection at scale" really looks like in today's digital-first world—and why it might be the future of financial advising. Here's what we cover: ✅ Real AI implementation vs. ChatGPT tinkering ✅ Using data to personalize at scale (without losing your voice) ✅ How one firm doubled AUM from $20B → $40B with smarter marketing ✅ Why compliance + data strategy must come first ✅ How segmentation and timing can turn cold leads into real clients 💡 Key takeaway: AI isn't here to replace financial advisors—it's here to help you deliver trust, relevance, and authenticity consistently. If you've ever wondered how to scale trust without losing your edge, this episode is your blueprint. 🎧 Listen now: Click Below 🔁 Tag a fellow advisor who's "AI-curious"

    28 min

  8. 09/05/2025

    Money Matters 334- The Man Behind the 4% Rule W/ Bill Bengen

    🎙️ Episode #334 – The Man Behind the 4% Rule: Bill Bengen on Inflation, Flexibility, and a Richer Retirement What if the greatest risk to your retirement portfolio isn't a market crash—but inflation? In this episode of Money Matters, Christopher Hensley, RICP®, sits down with Bill Bengen, the creator of the legendary 4% Rule for safe withdrawal rates. Now, 30 years later, Bengen reflects on what still holds up, what's changed, and how retirees and advisors can adapt withdrawal strategies in a world of sticky inflation, volatile markets, and longer life expectancies. Whether you're planning your own retirement or advising clients on income strategies, this conversation delivers clarity, context, and practical insights from one of the most influential figures in modern financial planning. 💡 Topics Covered: Why inflation is the true enemy of retirement How Bengen's thinking on the 4% Rule has evolved in 2025 The importance of flexibility in withdrawal rates Guardrails, gifting, and building a more human retirement Why diversification now includes 7 asset classes A behind-the-scenes look at how the 4% Rule research went viral 📘 Get the Book: A Richer Retirement by Bill Bengen — available now on Amazon and major booksellers. 🎧 Host: Christopher Hensley, RICP®, CES®

    21 min
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4.7
out of 5
18 Ratings

About

Money Matters has been airing for over a decade, providing important money management education to the Houston community. Originally launching in 2013, the show has evolved to cover a wide range of financial topics beyond just budgeting and saving. From investing and retirement planning the show explores every aspect of personal finance. With an engaging interview format, host Christopher Hensley talks candidly with both financial experts and everyday community members about their experiences with money. By sharing real-life stories and actionable advice, the show makes financial literacy accessible and interesting to a broad audience. Popular episodes over the years have addressed things like getting out of debt, affording college, planning for retirement, and teaching kids about money. Now approaching its 10th anniversary, the show continues to be a vital educational resource for Houstonians looking to take control of their finances. Stream episodes on demand at www.moneymatterspodcast.com With the Money Matters show, you'll gain the knowledge and confidence to achieve your financial goals.

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