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.

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.

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.

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.

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.

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.

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.

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.

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.

Does emotional acumen have a place in the technical finance world? Clinical neuropsychologist Moira Somers sits down with hosts Wes Brown and Dr. Sonya Lutter to share the critical role of integrating emotional intelligence into financial advising to help clients overcome barriers to implementing advice. 

Moira shares valuable insights on addressing both the emotional and technical dimensions of money management, offering strategies that foster lasting impact and genuine financial empowerment.

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.

Have you ever wondered how the wealth management industry has changed over time and where it's headed in the future? Tune in to hear Dr. Jim Grubman, expert in family wealth and dynamics, unpack his model of "wealth 3.0" - a new approach that moves beyond the fear and negativity of the past to create a more robust field of family advising.

Dr. Grubman sits down with hosts Wes Brown and Dr. Sonya Lutter to share effective strategies for nurturing financially savvy children, confidently navigating complex wealth issues, and more.

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.