Psychology of Financial Planning Podcast

podcast

Join Dr. Charles Chaffin and Dr. Brad Klontz as they dive deep into the psychology of financial planning. This podcast, designed for practitioners, is based upo...

Business 10 recordings 2022 → today Occasional updated Jul 13
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updated Jul 13
Beyond Risk Tolerance: Dr. John Grable on Investor Behavior, Financial Psychology, and the MRI Comfort with Risk™ Model contributed by Lukas · Jul 13
The Future of Financial Planning (Spoiler: Clients Are Still Human) contributed by Lukas · Apr 29
Investor FOMO...and what advisors can do about it contributed by Lukas · Feb 24, 2023
What Every Financial Planner should know about Goals contributed by Lukas · Jan 27, 2023
What are your clients learning from you? contributed by Lukas · Nov 17, 2022
How to get your client to take action contributed by Lukas · Jul 14, 2022
Behavioral finance is boring contributed by Lukas · Jul 8, 2022
Helping our clients (and ourselves) through this Bear Market contributed by Lukas · Jun 17, 2022
Financial Instincts contributed by Lukas · Jun 2, 2022
Introduction to the Psychology of Financial Planning podcast contributed by Lukas · May 25, 2022

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Join Dr. Charles Chaffin and Dr. Brad Klontz as they dive deep into the psychology of financial planning. This podcast, designed for practitioners, is based upon their most recent book and provides actionable insights for advisors to know and serve their clients better. 

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