5 episodes

The Financial States of America – a podcast produced by Reuters Plus for Northwestern Mutual – explores where people are in their financial journeys, the many routes that can be taken and the lessons learned along the way.
Hosted by Christian Mitchell, chief customer officer at Northwestern Mutual, and Bryan Falchuk, author, speaker and a veteran of the financial services industry, this podcast series features wide-ranging conversations with leading experts in the fields of finance and technology exploring the biggest trends and research shaping Americans’ attitudes toward money and practical tips to achieving financial security.

The Financial States of America Reuters Plus

    • Business
    • 5.0 • 3 Ratings

The Financial States of America – a podcast produced by Reuters Plus for Northwestern Mutual – explores where people are in their financial journeys, the many routes that can be taken and the lessons learned along the way.
Hosted by Christian Mitchell, chief customer officer at Northwestern Mutual, and Bryan Falchuk, author, speaker and a veteran of the financial services industry, this podcast series features wide-ranging conversations with leading experts in the fields of finance and technology exploring the biggest trends and research shaping Americans’ attitudes toward money and practical tips to achieving financial security.

    From Gen Z to Baby Boomers: How Different Generations Approach Personal Finance

    From Gen Z to Baby Boomers: How Different Generations Approach Personal Finance

    We all have different wants and needs, and our attitudes toward money change as we move through different phases of life. In this episode of “The Financial States of America,” Christian Mitchell and Bryan Falchuk discuss how different generations view their personal finances.
    While America’s youngest adults (Gen Z) and Millennials are optimistic about their prospects for their financial futures, Gen Xers and Baby Boomers have more uncertainty as retirement comes into view.
    Tanya Van Court, founder and CEO of Goalsetter, an award-winning, goal-based savings, investing and smart family finance spending platform, joins the conversation to discuss how people can make smart decisions about their finances through every stage of life.
    Building healthy financial habits today can help set you on the path to long-term financial security. Learn how you can approach your financial goals in the timeframe that makes most sense for you.
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    • 23 min
    Can AI Transform Your Finances?

    Can AI Transform Your Finances?

    In the third episode of “The Financial States of America,” Christian Mitchell and Bryan Falchuk delve into the rapidly progressing world of artificial intelligence to explore its transformative potential in financial services and its vast implications for financial decision-making going forward.
    Vasant Dhar, professor at the Stern School of Business and the Center for Data Science at New York University and host of the Brave New World podcast, joins the conversation to discuss the forward-looking implications of AI, the question of trust around its applications and how to balance its risks and benefits. Learn how financial services companies are working to keep humanity at the heart of innovation while enhancing productivity and financial security through technology.
    Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. 
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    • 21 min
    How to Cope with Economic Uncertainty

    How to Cope with Economic Uncertainty

    Uncertain economic times can have a big impact on financial habits and behaviors. In this episode of “The Financial States of America,” Christian Mitchell and Bryan Falchuk discuss ways to manage decision-making during periods of financial uncertainty.
    Joining the conversation is Peter Hooper, vice-chair of research for Deutsche Bank Securities, who draws on his experience in the Federal Reserve to examine factors contributing to market volatility and how people can prepare for periods of uncertainty. Learn how to make the most of your money throughout changing market conditions.
    Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. 
    You may also visit megaphone.fm/adchoices to opt-out of targeted advertising.

    • 20 min
    What Financial Lessons Can Be Gained from Learning a New Skill?

    What Financial Lessons Can Be Gained from Learning a New Skill?

    In the inaugural episode of “The Financial States of America,” Christian Mitchell and Bryan Falchuk explore the process of building good financial habits and discuss the parallels to learning a new skill – whether it’s playing the guitar or running a marathon. In most situations, getting started is the hardest part.
    Kristy Archuleta, professor in the Financial Planning program at the University of Georgia and author of “Financial Therapy: Theory, Research, and Practice”, joins the conversation to explain the important role psychology plays in financial behavior and overcoming hurdles. It's never too late to make progress on the things we care about, and this episode offers tips on developing an action plan.
    Useful resources:


    Journal of Financial Therapy  

    Financial Therapy Association


    “Mind over Money: Overcoming the Money Disorders That Threaten Our Financial Health,” by Brad Klontz and Ted Klontz


    “Money Mammoth: Harness The Power of Financial Psychology to Evolve Your Money Mindset, Avoid Extinction, and Crush Your Financial Goals” by Brad Klontz, Edward Horwitz and Ted Klontz


    Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. 
    You may also visit megaphone.fm/adchoices to opt-out of targeted advertising.

    • 28 min
    Introducing: The Financial States of America

    Introducing: The Financial States of America

    The Financial States of America – a podcast produced by Reuters Plus for Northwestern Mutual – explores where people are in their financial journeys, the many routes that can be taken and the lessons learned along the way.
    Hosted by Christian Mitchell, chief customer officer at Northwestern Mutual, and Bryan Falchuk, author, speaker and a veteran of the financial services industry, this podcast series features wide-ranging conversations with leading experts in the fields of finance and technology exploring the biggest trends and research shaping Americans’ attitudes toward money and practical tips to achieving financial security.

    • 1 min

Customer Reviews

5.0 out of 5
3 Ratings

3 Ratings

GELDER Generational Wealth ,

Concise

These are great short episodes that fit perfectly into my commute. Packed with good insights and meaningful data. The message is clear people need to work with a trusted advisor.

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