This time, Steve Chen is joined by guest Brooke Southall — Founder and Principal Reporter of RIABiz.com

Brooke Southall: The Past, Present and Future of Wealth Management

Our goal at NewRetirement is to help anyone plan and manage their retirement so that they can make the most of their money and time. Our podcast spans money, purpose, meaning, lifestyle, and health. We interview guests with the goal of helping you make the most of your life. If you’d like to discover more, we offer “the best” free retirement planning tool and tons of useful content around this topic that you can access at NewRetirement.com.

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In this New Retirement Podcast episode, host Steve Chen and guest Dr. Jordan Hutchison, Vice President of Technology for RFG Advisory, delve into the evolving landscape of financial planning. They discuss the impact of technology on accessibility, the rise of flat fee planning models, and the importance of understanding client psychology. Jordan also highlights the challenges in educating the next generation of financial planners and shares insights on the role of financial advisors in fostering client relationships. The conversation concludes with a discussion on flow theory and its application in enhancing performance and well-being in both work and personal life.

Unlocking the Future: Dr. Jordan Hutchison’s Vision

In this episode of the NewRetirement Podcast, host Steve Chen and guest Mikelann Valterra, a master money coach, explore the concept of "money fog" and its impact on financial decision-making. They discuss strategies for gaining clarity and control over finances, the importance of understanding money personality types, and the unique financial challenges faced by women.

Rising Above the Money Fog with Mikelann Valterra

In this episode of the NewRetirement Podcast, Steve Chen interviews Cody Garrett, a dedicated advice-only financial planner and educator. Cody shares his journey from being a musician to becoming a financial planner and educator. He discusses his passion for empowering DIY investors and his focus on building comprehensive financial plans and providing personalized education. Cody also talks about his three businesses: Measure Twice Money (free education for consumers), Measure Twice Financial (his financial planning firm), and Measure Twice Planners (an educational platform for financial advisors). He emphasizes the importance of clarity and intentionality in financial planning and the need for personalized education and advice. Cody believes that the future of financial planning lies in empowering individuals to create their own financial plans and using technology and AI to provide guidance and ask better questions. He also highlights the role of financial advisors as arrangers and orchestrators rather than conductors. Overall, Cody envisions a future where financial planning is accessible to everyone and individuals have the tools and knowledge to make well-informed decisions about their finances.

Scaling Financial Education: A Conversation with Cody Garrett

In this NewRetirement Podcast episode, Brian Portnoy, founder of Shaping Wealth, emphasizes holistic well-being within the context of financial planning. He discusses his journey in finance and behavioral finance, especially as outlined in his book "The Geometry of Wealth." The dialogue, hosted by Steve Chen, also explores the integration of AI in financial planning, highlighting its potential to enhance comprehensive, human-centric financial advice. Portnoy advocates for "funded contentment," where wealth supports a meaningful life, underscoring the importance of aligning financial strategies with overall well-being.

Financial Wellbeing: A Holistic Approach with Brian Portnoy on Shaping Wealth

Aperio podcast features Paul Solli and Patrick Geddes, co-founders of Aperio, discussing their journey in the financial industry, the evolution of Aperio, and insights on financial literacy, the effectiveness of financial services, and the future of finance. The episode emphasizes the importance of ethical practices, financial education, and the need for better financial solutions for the mass affluent.

Brooke Southall: The Past, Present and Future of Wealth Management

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