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Our newly reimagined Human-centric Investing Podcast features 20-minute conversations with inspiring thought leaders from inside and outside the financial industry. Every other week, take just 20 minu... more
FAQs about Human-centric Investing Podcast:How many episodes does Human-centric Investing Podcast have?The podcast currently has 180 episodes available.
June 16, 2023Special Edition: The Fed Hits Pause: What Comes Next?Join us for a special edition episode in which our Fixed-Income Strategist, Amar Reganti, reacts to the latest Federal Reserve announcement from June 14th. ...more18minPlay
June 14, 2023How to Create Frictionless Advice That Your Clients Will ImplementMost of your clients will only implement 20% of your recommendations. Brendan Frazier, founder of Wired Planning, shares tips on creating advice your clients will actually follow. ...more26minPlay
May 30, 2023How to Think Outside the 4% RuleDoes the 4% spending rule for retirees still apply? Morningstar’s Director of Personal Finance and Retirement Planning, Christine Benz, explains why this traditional advice might need some updating when it comes to future market conditions and your clients’ spending habits....more26minPlay
May 15, 2023How Prioritizing Your Mental Wellbeing Can Impact Your BusinessAs financial professionals, we consider our clients' physical and mental health—but overlook the importance of our own. Brian Portnoy, founder of Shaping Wealth, sheds light on a difficult topic and how to make it a focus going forward....more35minPlay
May 03, 2023How to Help Clients Envision Their Friendship Network in RetirementLife's biggest milestones can impact your clients' friendships. Jeff Hall, director of the Relationships and Technology Lab at the University of Kansas, explains how financial professionals can create value by anticipating the social needs of their clients and prepping them for these events....more27minPlay
April 20, 2023A Test for the Global EconomyThe collapse of several banks has heightened recession risk nd is likely to lead to tighter credit conditions for both businesses and consumers. Nanette Abuhoff Jacobson returns to the podcast and shares her thoughts on inflation, a looming recession, and how central banks around the world are grappling with the same issues. ...more49minPlay
April 04, 2023How to Build Client Trust with the Human Side of AdviceConnecting to your clients on an emotional level builds trust and impacts their lives--and your business. Brendan Frazier, founder of Wired Planning and host of "The Human Side of Money" podcast, discusses how having emotionally connected clients leads to more valuable financial advice....more28minPlay
March 22, 2023How the Financial Services Industry Can Attract the Next Generation of TalentJoin us for a special episode during Women’s History Month as we welcome Katlyn Grasso, Founder and CEO of GenHERation, to the podcast. She discusses how the financial industry can change their current perception to recruit and retain the next generation of talented women. ...more40minPlay
March 08, 2023How to Speak 401(k) With Your ClientsDon’t let retirement-plan market jargon intimidate you. Rick Unser, partner and managing director at Creative Planning, returned to the podcast to teach us how to speak 401(k) to capitalize on this growth opportunity.Rick Unser is not affiliated with Hartford Funds...more26minPlay
February 22, 2023Divided Government: What Comes Next?Despite high levels of polarization, financial markets love divided government. JT Taylor is back on the podcast to explain key policy areas in which the parties agree and disagree—and how this could impact markets this year....more43minPlay
FAQs about Human-centric Investing Podcast:How many episodes does Human-centric Investing Podcast have?The podcast currently has 180 episodes available.