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.

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

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Welcome to Strategy Skills episode 547, an interview with Bernard Harris, an astronaut, physician, venture capitalist, philanthropist, and author of Embracing Infinite Possibilities: Letting Go of Fear to Find Your Highest Potential.

In this episode, Bernard Harris, the first African American astronaut to walk in space, shares his experiences and describes the thrill of launching into space as well as the physical challenges of microgravity. He discusses the significance of inner strength, resilience, and a growth mindset. His book, Embracing Infinite Possibilities, encourages self-discovery, overcoming obstacles, and opening your mind to life's infinite possibilities, instilling hope in those who have yet to discover their own power.

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Embracing Infinite Possibilities: Letting Go of Fear to Find Your Highest Potential

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Welcome to Strategy Skills episode 546, an interview with the authors of Radical Listening: The Art of True Connection, Prof. Christian van Nieuwerburgh and Dr. Robert Biswas-Diener.

Most conversations barely scratch the surface, because true connection isn't just about hearing words, it's about listening with purpose and presence.

In this episode, Prof. Christian van Nieuwerburgh and Dr. Robert Biswas-Diener introduce the concept of Radical Listening: an intentional, culturally aware approach to making others feel seen, heard, and valued. Drawing from their research and coaching experiences, they explain why our intentions behind listening matter just as much as the act itself and how distractions, politeness, and even the need to be right can undermine true connection. They share practical strategies leaders can use to build stronger teams, navigate conflict, and create space for deeper conversations, even across cultural differences.

Prof. Christian van Nieuwerburgh (PhD) is a leading academic and executive coach with an international reputation. He is Professor of Coaching and Positive Psychology at RCSI University of Medicine and Health Sciences (Ireland) and Principal Fellow at the Centre for Wellbeing Science at the University of Melbourne (Australia). Christian delivers consultancy, training, and executive coaching globally, regularly presenting in the United States, the United Kingdom, Europe, Australia, New Zealand, and the Middle East. He is passionate about motorcycling, writing, and coaching.

Dr. Robert Biswas-Diener is a researcher, author, and consultant with 75 peer-reviewed academic articles and over 27,000 citations. His previous books include The Upside of Your Dark Side (New York Times bestseller, 2014) and the 2007 PROSE Award winner, Happiness. He has presented keynotes to Lululemon, Deloitte, Humana, AARP, the World Bank, and others. In 2024, Thinkers50 named Robert one of the "50 most influential executive coaches in the world." He lives in Portland, Oregon, and enjoys drawing and rock climbing.

Get Radical Listening here: https://rb.gy/z5x7wt

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From CIA hacker to cybersecurity advisor to a U.S. President. Now trusted by Fortune 500 companies, international banks, and leaders like Bill Gates. (And he almost missed the CIA meeting... because it was raining.) "Something told me, it was a Thursday afternoon. ... and something told me, you have to go to the co-op office today. You have to go today. ... I believe there's this inner voice and ... this thing came over me, and I get out of class at 3:30. It's raining. It's a 10-minute walk... So the universe is testing me." In this episode of the Strategy Skills podcast, Dr. Eric Cole — former CIA hacker, Cyber Wingman for the U.S. Air Force, and Commissioner on Cybersecurity for the 44th President of the United States — shares lessons from a career built on discipline, pattern recognition, trusting your instincts, and letting data — not emotions — drive decisions. Today, his expertise is trusted by Fortune 500 companies, international banks, and some of the world's most influential leaders, including Bill Gates. If you're serious about operating at the highest levels, you'll want to study this episode carefully. We cover: - Why cybersecurity is a competitive advantage when used properly - How to build $7M companies that sell for 9–10x revenue - Why protecting your intellectual property early can create millions in extra value - Why minimizing exposure — in business and in security — is key to surviving long term - How real entrepreneurs use data, not emotions, to make decisions - Why building businesses in "Blue Oceans" (no competitors) is critical - Why ethical sales beat high-pressure tactics every time Plus: → The simple morning routine he uses to stay sharp → How he protects his personal AI to avoid being replaced by it → How to build companies designed for high-value exits — not 30 years of exhaustion If you're thinking long-term about leading, building, and protecting real value, you will find this episode helpful.

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Cyber Crisis: Protecting Your Business from Real Threats in the Virtual World

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What can a $2B concert tour teach us about business strategy? Quite a lot. We often speak about innovation and reinvention in the corporate world. Yet, few embody it as consistently and successfully as the artist and strategist Taylor Swift. In this episode, I spoke with Kevin Evers, Senior Editor at Harvard Business Review and author of There's Nothing Like This: The Strategic Genius of Taylor Swift. Kevin brings a rare perspective, someone who has quietly shaped the voices of influential business thinkers over nearly two decades, now stepping into authorship himself. Kevin shares insights from his new book on Taylor Swift, noting her strategic decision-making and marketing tactics that led her to where she is today. He stresses the value of trust and consistency in building a brand, citing Taylor Swift's $2 billion Eras Tour and her 2% market share in 2024. Kevin also underscores how Taylor treats her fans, leveraging fan engagement for marketing success, and how we can adopt it in the business world.

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There's Nothing Like This: The Strategic Genius of Taylor Swift

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Welcome to Strategy Skills episode 543, an interview with the author of The Power of Enough: Finding Joy in Your Relationship with Money, Elizabeth Husserl.

Many people chase wealth as a number, but the truth is that true wealth is more than just money in the bank.

In this episode, Elizabeth challenges common assumptions about financial success and explores how fulfillment, stability, and meaning factor into what it really means to be wealthy. Elizabeth explains how our "scarcity brain" influences money decisions, why understanding your financial DNA matters, and how daily practices like journaling and meditation can transform your relationship with money. She also offers practical tools for building financial freedom and rethinking the emotional triggers that shape our financial lives.

Elizabeth Husserl is the first female principal and co-founder of a comprehensive boutique wealth planning firm, Peak 360 Wealth Management. She holds Series 6, 63, and 65 licenses, as well as a B.S. in Economics from Tulane University and an M.A. in East-West Psychology from the California Institute of Integral Studies. She is also a Certified Money Coach with the Money Coach Institute.

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The Power of Enough: Finding Joy in Your Relationship with Money

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Welcome to Strategy Skills episode 542, an interview with the author The Psychology of Leadership: Timeless principles to improve your management of individuals, teams… and yourself!, Sébastien Page.

Ever wondered what truly drives successful leaders and how psychology plays a role?

In this episode with Sébastien Page, we explore the habits, mindset, and science behind great leadership. He shares lessons drawn from 20 years of experience and in-depth research in positive and sports psychology. Sébastien introduces the PERMA model (Positive Emotion, Engagement, Relationships, Meaning, Accomplishment) and explains how it can be applied to leadership and organizational success. He also shares insights from studying billionaires and what drives their success beyond money.

Sébastien Page is the Chief Investment Officer of T. Rowe Price. He manages the division responsible for managing Multi-Asset portfolios there. he has won six annual research-paper awards: two from The Financial Analysts Journal and four from The Journal of Portfolio Management. He appears regularly on CNBC and Bloomberg TV. He has been quoted extensively in The New York Times and The Wall Street Journal.

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The Psychology of Leadership: Timeless principles to improve your management of individuals, teams… and yourself!

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Welcome to Strategy Skills episode 541, an interview with the author of Transcend: Unlocking Humanity in the Age of AI, Faisal Hoque.

In this episode, Faisal shares his journey from his early days developing software to becoming a business leader focused on strategy and impact. Faisal talks about how Eastern philosophy, particularly Buddhism, influences his approach to business and leadership, helping him stay grounded while pursuing innovation. He opens up about how his son's serious illness changed his outlook on life and business, driving him to use technology to improve medical treatments. We also discuss AI's effects on society, with Faisal offering practical advice for leaders on balancing technological advancement with human skills. Throughout our conversation, he shares simple practices that keep him sharp - from reading widely to constantly trying new things - and explains how focusing on the journey rather than just outcomes has shaped his success.

Faisal Hoque is recognized as one of the world's leading management thinkers and technologists. He is an award-winning entrepreneur, innovator, and #1 Wall Street Journal best-selling author with close to thirty years of cross-industry success. Faisal is the founder of SHADOKA, NextChapter, and other companies. He also serves as a transformation and innovation partner for CACI, an $8 billion company focused on U.S. national security.

As a founder and CEO of multiple companies, Faisal is a three-time winner of the Deloitte Technology Fast 50™ and Fast 500™ awards. He built his first commercial software product at the age of 20 while studying at the University of Minnesota. Since then, he has developed more than twenty commercial platforms and worked with leadership at the US DoD, US DHS, GE, MasterCard, American Express, Home Depot, PepsiCo, IBM, Chase, and others. For their innovative work, he and his team have been awarded several provisional patents in the areas of user authentication, business rule routing, and metadata sorting.

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Transcend: Unlocking Humanity in the Age of AI

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Welcome to Strategy Skills episode 540, an interview with the authors of Meaningful Work: How to Ignite Passion and Performance in Every Employee, Wes Adams and Tamara Myles.

What makes work truly meaningful, and how can leaders create it?

In this episode, Tamara Miles and Wes Adams, researchers and positive psychologists, have studied how leaders can intentionally promote cultures where people find purpose, connection, and challenge in their work. Drawing from their own career and research, they outline the practices that lead to lasting meaning, starting from onboarding and extending to everyday leadership behaviors like showing appreciation and building community. They also explore how AI can be developed to support human fulfillment, and why understanding generational differences is key to creating meaningful work environments for all.

Wes Adams is the founder and CEO of SV Consulting Group, where he works with high-performing companies to develop leadership excellence, build organizational resilience, and deepen employee engagement through a meaningful work lens. He has more than two decades of experience as a successful entrepreneur and strategic partner for clients including Microsoft, KPMG, BlackRock, Google, and the United Nations, along with a range of high-growth organizations. Wes has been featured at South by Southwest Interactive and the Nobel Peace Prize Forum, and his work has been covered by the New York Times, BBC News, Forbes, and Business Insider. His teams have won multiple Webby Awards and been recognized as one of Fast Company's Most Innovative Brands. His early career was spent launching and managing high-profile hospitality businesses for which he was nominated twice for a coveted James Beard Award.

Wes is a graduate of Vanderbilt University and holds a master's degree from the University of Pennsylvania in Applied Positive Psychology.

Tamara Myles is an accomplished consultant, author, and international speaker with over two decades of experience helping leaders improve business performance. She is the author of The Secret to Peak Productivity, which introduced her proprietary Peak Productivity Pyramid framework. Tamara's insights have been featured in leading publications such as Forbes, Fast Company, USA Today, and Business Insider. She has worked with clients such as Microsoft, KPMG, MassMutual, and Google.

Tamara has a master's degree in Applied Positive Psychology from the University of Pennsylvania, where she also serves as an instructor in the master's program and a trainer for the world-renowned Penn Resilience Program. She is a professor in the Master of Science in Leadership program at Boston College, where she integrates cutting-edge research into practical applications for leadership and organizational success.

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Meaningful Work: How to Ignite Passion and Performance in Every Employee

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Welcome to Strategy Skills episode 539, an interview with the author of From Panic to Profit: Uncover Value, Boost Revenue, and Grow Your Business with the 80/20 Principle, Bill Canady.

In this episode, Bill shares insights from his military background and how it shaped his leadership approach. Bill explains his Profitable Growth Operating System (PG OS) framework, including the five key components that drive business success. He also offers practical advice on pricing strategy, the need for a focused team, and the importance of data-driven decision-making. Bill also shared insights on balancing personal and professional life and the critical role of mentorship in leadership success.

Bill Canady is the CEO of both OTC Industrial Technologies and Arrowhead Engineered Products (AEP). With over 30 years of experience, he specializes in driving organizational growth, cutting costs, and boosting profitability. At OTC, he led a 43% increase in revenue and an 80% rise in earnings, with annual sales now exceeding $1 billion. At AEP, he oversees more than 3,600 employees and $1.5 billion in sales. A U.S. Navy veteran, Bill holds an MBA from the University of Chicago Booth School of Business and a BS in Business Administration from Elmhurst University. His Profitable Growth Operating System (PGOS) has helped countless organizations overcome challenges and seize new growth opportunities.

Get Bill's book here: https://rb.gy/f8pkbf

From Panic to Profit: Uncover Value, Boost Revenue, and Grow Your Business with the 80/20 Principle

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