What if the financial advice you trust is actually hurting your future?

Mark Matson believes it is, and he has the data to prove it.

 

In this episode, I sit down with Mark Matson, founder of Matson Money and a pioneer in the evidence-based investing movement. With over $10 billion in assets under management, Mark has helped thousands of families and advisors break free from Wall Street myths, media-driven panic, and the illusion of market timing.

 

But Mark didn’t start in finance. In fact, he nearly gave up on the entire industry — until a few key realizations (and one powerful idea from a Nobel Laureate) reshaped his approach to wealth entirely.

 

We talk about:

• The dangerous psychology behind most investing decisions and how to fix it

• Why traditional financial advice often fails to deliver real value

• What Wall Street doesn’t want you to understand about your money

• The importance of storytelling in transforming investor behavior

• Why “doing nothing” is sometimes the smartest move in volatile markets

 

Mark also shares how he trains financial advisors to become coaches — not salespeople — and why aligning your portfolio with purpose is key to long-term success.

 

Whether you’re an investor, advisor, or entrepreneur, this conversation will change how you think about money — and what it really means to grow wealth with integrity and intention.

 

Mark Matson is an American entrepreneur, author, and innovator in the fields of investing science and financial education. He is the creator of educational experiences, platforms, and tools that make Nobel Prize winning investing research accessible to investors and transform their relationship to money. Most notably, he is the creator of The American Dream Experience and the Matson Method.

 

Get Mark’s book here: https://rb.gy/h4brr0

Experiencing The American Dream: How to Invest Your Time, Energy, and Money to Create an Extraordinary Life

 

Here are some free gifts for you:

Overall Approach Used in Well-Managed Strategy Studies free download: www.firmsconsulting.com/OverallApproach

 

McKinsey & BCG winning resume free download: www.firmsconsulting.com/resumepdf

 

Enjoying this episode? Get access to sample advanced training episodes here: www.firmsconsulting.com/promo