Best Behavioral Finance Biases Podcasts (2024)

1
Is your 60/40 Portfolio Dead? 56:37

14h ago56:37

56:37

Managing downside risk in investment portfolios has never been more critical, and our latest episode promises to equip you with the knowledge to safeguard your investments. Inspired by the insights of Warren Buffett and macroeconomists like David Hunter and Jeremy Grantham, Branden and guest Ben Reppond of Reppond Investments address the potential …

1
Can the Olympics Teach Us About Our Own Behavior? 17:42

1h ago17:42

17:42

After you listen: Reach out to Mark on X @MarkRiepe with your thoughts on the show. Follow Financial Decoder on Spotify to comment on episodes. Listen to the Schwab podcast Choiceology with Katy Milkman. Starting July 26th, athletes from around the world will compete in the 2024 Summer Olympics in Paris. Decision-making biases affect many aspects o…

1
Matt Ackermann - Center Stage: What Music Can Teach Advisors About Practice Management 35:30

2h ago35:30

35:30

Tune in to hear: What can Elton John’s stage name teach advisors about how to make and set goals? What can Weezer teach advisors about workflows? What is the DICE acronym that can help advisors create a process around their practice? How can advisors find a partner best suited for their practice and how can this power growth? Also, how should advis…

1
What Should You Do After An Auto Accident? | Episode 18 with Personal Injury Attorney, Marshall Witt 54:48

5h ago54:48

54:48

Why should you always call the police after an accident? Discover the chilling consequences of skipping this crucial step and how it can impact your insurance claims and legal standing. We share eye-opening red flags to watch for when the other driver insists on keeping the cops out of it—hint: they might have something to hide. Alongside, we unpac…

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Phil Bray - Effective Marketing in a Noisy World 47:47

2d ago47:47

47:47

Tune in to hear: How did Phil pivot from a financial advisor position to roles focused on marketing? Why is a clearly established marketing strategy so critical as a starting point and what does this look like, practically? How important is it to have an affinity for, or direct tie with, the niche client group you may serve (e.g. first responders o…

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Don't Let the Tax Tail Wag the Dog | Episode 17 with CPA Savannah Rowley 54:04

3d ago54:04

54:04

Ever wondered if real estate is the financial goldmine it’s often claimed to be? Think again. We break down the complexities and risks associated with real estate investments, revealing why tailored financial and tax planning are essential. Learn how collaborating with CPAs and business coaches can transform your approach to advanced tax strategies…

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How Do You Save for Vacations & Travel? 40:23

14d ago40:23

40:23

The conversation around financial planning is often dominated by long-term goals like retirement or saving to buy a home. But what about saving for short-term goals that are still important to you, like travel and vacations? On this episode of Financial Decoder, Cindy Scott, a CERTIFIED FINANCIAL PLANNER™ professional at Charles Schwab with 25 year…

1
Andy Baxley - The Power of Financial Purpose 43:21

10d ago43:21

43:21

Tune in to hear: Why do humans seem to have such limited access to understanding what they want, from a financial perspective? Andy believes that the ethos of financial planning is the marriage of capital and purpose. What, specifically, does he mean by this and why does he think it is so critical? Should we try to expand our clients’ notion of cap…

1
Behavioral Biases, Pitfalls, and Proactive Strategies 44:42

11d ago44:42

44:42

What if the sticky notes you left on your most prized possessions ended up causing chaos instead of clarity? We tackle the quirky and flawed methods people use to update their estate plans, from sticky notes to unwritten wishes, and why understanding behavioral finance is crucial. Estate attorney Thomas Crofts joins us to share eye-opening stories …

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Episode 34: Behavioral Finance Insights: Weighing Active Management and Index Investments 24:26

12d ago24:26

24:26

Send us a Text Message. Active vs Passive Management: Analyzing Mutual Fund Performance In this episode of the Bryan Foltice Behavioral Finance Podcast, Dr. Bryan Foltice delves into the debate between actively managed mutual funds and their passive counterparts. He discusses market efficiency, the pitfalls of actively managed funds, and the signif…

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Ethical Mortgage Practices, Rates, and Trustworthy Advisors 1:30:35

18d ago1:30:35

1:30:35

Are you ready to unravel the complexities of the mortgage industry? Our latest episode offers an eye-opening exploration of ethical considerations, historical practices, and modern regulations that shape today's mortgage landscape. Hear the compelling story of how straightforward advice can build trust and foster long-term client relationships. Lea…

1
Episode 33: Critiquing Dave Ramsey's Retirement Advice: Finding Balance in Withdrawal Rates 24:49

1M ago24:49

24:49

Send us a Text Message. In this episode of the Bryan Foltice Behavioral Finance Podcast, Dr. Bryan Foltice discusses the controversy surrounding Dave Ramsey's recommendation of an 8% retirement withdrawal rate. He critiques Ramsey's approach, highlighting its potential risks and compares it with the more conservative 4% rate commonly advised by fin…

1
What Should You Know About Annuities? 27:05

23d ago27:05

27:05

Annuities are an interesting instrument in financial services. They're both simple and complicated, and that combination often means they're frequently misunderstood. To kick off Season 17 of Financial Decoder, Mark is joined again by guest Rob Williams, who heads the Financial Planning, Retirement Income, and Wealth Management team at the Schwab C…

1
Nuala Wash - Ten Steps to Better Decision Making 59:15

24d ago59:15

59:15

Tune in to hear: What drove Nuala to write her new book, Tune In: How to Make Smarter Decisions in a Noisy World ? In her book, Nuala talks about four factors that amplify the risk of noise, obscuring our ability to arrive at the truth. What are these factors and why are they so important? How do we overcome the very entrenched obstacles we face wh…

1
Global Currency Shifts and the Rise of Gold: Investment Strategies for a New Era 58:05

25d ago58:05

58:05

Ever wondered how the shifting global economic landscape could reshape your investment strategies? Tune in as we unpack the future of currency hegemony and the resurgence of gold as a store of value. From the rise of onshoring and authoritarian regimes to America's enduring edge in tech innovation, we offer a panoramic view of the factors driving t…

1
Episode 32: Beyond Gains and Losses: Exploring the Disposition Effect 16:06

1M ago16:06

16:06

Send us a Text Message. In this episode of the Bryan Foltice Behavioral Finance Podcast, Dr. Bryan Foltice delves into foundational concepts of behavioral finance. He revisits prospect theory, emphasizing our differing sensitivities to gains and losses, and introduces the disposition effect - our tendency to sell winning stocks too early and hold o…

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(Bonus) From On Investing: Mid-Year Outlook 48:42

1M ago48:42

48:42

All eyes were on the Fed in the first half of 2024, but with core PCE holding steady and no rate cuts, how did the other parts of the economy and the markets fare? In this midyear episode, Schwab experts look ahead to the second half of 2024 to consider what investors might expect from the U.S. stock market, the global markets, and policy and polit…

1
Shawn Sparks - The Advisor Transformation 51:14

1M ago51:14

51:14

Tune in to hear: What was the message that Shawn felt compelled to get out there in his upcoming book, The Advisor Transformation? What distinction does Shawn draw between success and significance? How does Shawn bring vision into his work at Triad in a way that better synthesizes work and life? What is Martin Seligman’s PERMA Model and what can we…

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Aligning Wealth with Values: Strategies for a Meaningful Life 1:12:25

1M ago1:12:25

1:12:25

In episode 12, certified financial transitionist Laura Redfern joins us to explore the emotional and identity shifts that come with unexpected financial windfalls. From entrepreneurial triumphs to receiving an inheritance, we unravel the complexities of managing newfound riches while staying grounded. Hear firsthand how Laura's expertise can guide …

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Episode 31: Behavioral Finance Explains: Why Americans Misunderstand the Economy 15:41

1M ago15:41

15:41

Send us a Text Message. Behavioral Finance Explains: Why Americans Misunderstand the Economy In this episode of the Bryan Foltice Behavioral Finance Podcast, Dr. Bryan Foltice discusses a U.S. survey revealing widespread economic misconceptions among Americans. Key findings show that many Americans believe the economy is shrinking, the stock market…

1
Robert Sofia - A Comprehensive Guide to Financial Advisor Marketing 45:13

1M ago45:13

45:13

Tune in to hear: How should advisors go about optimizing SEO for their practice and why is it so critical? Why do advisors who offer texting as a communication option get 400% more opt-ins? Why is email so powerful and how can advisors build out a list that will serve them well? Emails with video content really outperform, but many people are hesit…

1
Wealth Management Secrets of the Ultra-Rich 54:14

2M ago54:14

54:14

Is market timing a myth or a misunderstood science? In today's episode, we sit down with Jim, a professional futurist and investment strategist, to unravel the complexities behind market timing and risk management. With a rich background that includes a Master's in Foresight, CMT, CFA, and CFP, and running his own RIA, StratFi, Jim brings a wealth …

1
Episode 30: Retiring Early: Is the FIRE Community the Right Path? 16:33

2M ago16:33

16:33

Send us a Text Message. Retiring Early: Is the FIRE Community the Right Path? In this episode of the Bryan Foltice Behavioral Finance Podcast, Dr. Bryan Foltice delves into the FIRE (Financial Independence, Retire Early) movement. He discusses the key principles behind FIRE, including the idea of saving up to 70% of annual income to retire early an…

1
Du Charme Legacies and the Ethics of Wealth Building 1:13:14

2M ago1:13:14

1:13:14

Robert Ducharme left behind not just a legacy of agricultural tenacity from the family Wisconsin farm, but a financial compass that has guided the family through life's fiscal storms. It's stories like these—of tractors and life lessons—that we share with you, revealing the roots of our financial acumen and the importance of a work ethic that endur…

1
The Entrepreneur's Guide to Navigating Business Loans | Art of Business Financing 53:19

2M ago53:19

53:19

Unlock the enigma of commercial lending with Shannon Walker, an investment sage who strips away common misconceptions about funding for small and medium-sized businesses. This episode is a goldmine for entrepreneurs and seasoned business owners alike, offering a deep dive into the crucial financial considerations that dictate sustainable business g…

1
Episode 29: Unpacking the Phenomenon of Meme Stocks and Investor Behavior 21:10

2M ago21:10

21:10

Send us a Text Message. In this episode of the Brtan Foltice Behavioral Finance Podcast, Dr. Brtan Foltice delves into the intriguing world of meme stocks, such as GameStop and AMC Entertainment, and their impact on investor behavior. He introduces key concepts of behavioral finance including noise trader risk and the Greater Fool Theory, explainin…

1
Jason Pereira - The Future of AI in Wealth Management 37:18

2M ago37:18

37:18

Tune in to hear: What are the 3 primary types, or thresholds, of AI and where are we headed next in this burgeoning field? What is "general purpose AI" and how does it differ from models like ChatGPT? What about "artificial super intelligence?" Why is the developing world, on average, more optimistic about AI than the developed world? Will our pess…

1
Crafting the Perfect Insurance Plan for Financial Peace of Mind 1:18:26

2M ago1:18:26

1:18:26

Have you ever considered the real impact of those small insurance claims on your ability to secure premium insurance plans? Join me and guest expert Rustin Staheli as we unravel the often-misunderstood world of insurance and risk management, examining the fine balance between being over-insured, under-insured, or just right. We're diving into the n…

1
Dr. Naomi Win - Uncertainty 51:15

3M ago51:15

51:15

Tune in to hear: Why is it that we hate uncertainty even more than bad news? How does our dread of uncertainty impact our decision making process? If a client comes in agitated vs. paralyzed, does the means by which we resolve this uncertainty look different from reaction to reaction or do they share a common solution? Is normalization part of regu…

1
Power of Carry Trades: Maximizing Gains and Minimizing Risks in Financial Markets 50:26

3M ago50:26

50:26

Discover the exciting world of carry trades with Branden Ducharme and Michael Gayed on this episode of the podcast. They break down complex financial concepts and explain how borrowing in a low-interest-rate currency can lead to potential gains or losses when investing in higher-yielding assets. The conversation covers the risks of currency exposur…

1
Episode 28: Money Strong: Empowering College Students for Financial Success 38:13

3M ago38:13

38:13

Send us a Text Message. Empowering Students with Financial Literacy: The Money Strong Program at Butler In this episode of the Bryan Foltice Behavioral Finance Podcast, Dr. Bryan Foltice discusses the Money Strong program, a new initiative designed for college juniors and seniors at Butler University aimed at improving their personal finance skills…

1
Dr. Randall Stutman - A Behavioral Approach to Leadership 40:12

2M ago40:12

40:12

Tune in to hear: Why does Dr. Stutman use a behavioral, rather than a psychological, approach to leadership? What are the differences between these two approaches? What are some of the common qualities shared by many of the world’s best leaders? Also, were any of these particularly surprising or unexpected? What role does admiration play in effecti…

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Navigating Divorce: Mediation, Financial Planning, and Real Estate Investments 1:13:16

3M ago1:13:16

1:13:16

On this episode of the podcast, Branden Ducharme and guest Monica Owens dive into the world of divorce mediation, financial planning, and real estate investments. From early financial planning to asset division, they cover it all, including splitting 401(k) accounts, the significance of Qualified Domestic Relations Orders (QDROs), and options like …

1
Episode 27: Travel Sports Meets Behavioral Finance (And It's Not Pretty) - Part 2 30:42

3M ago30:42

30:42

Send us a Text Message. Youth Sports Meets Behavioral Finance: A Deep Dive with Dr. Bryan Foltice In this episode of the Bryan Foltice Behavioral Finance Podcast, Dr. Foltice discusses the intersection of youth sports and behavioral finance in the United States. He explores the shift from community-based sports to private, for-profit sports organiz…

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(Bonus) Does Your Portfolio Need Decluttering? 23:21

3M ago23:21

23:21

Your financial life can accumulate disorder and inefficiency over time. Lots of accounts, lots of holdings, and lots of priorities without a clear organizational structure. If this sounds like your portfolio, a good spring cleaning or decluttering could be in order. On this episode of Financial Decoder, Susan Hirshman, a director of wealth manageme…

1
Maximizing Your Inheritance: Expert Tips on Estate Planning and Tax Strategies 1:08:43

3M ago1:08:43

1:08:43

Tune in to this exciting episode of the podcast, where Branden Ducharme and guest Preston Mathews tackle the complex world of estate planning and tax implications. Learn about gift and estate taxes and how they may or may not affect you depending on the size of your estate. Discover the benefits of the step-up in basis for inherited real estate and…

1
Episode 26: Travel Sports Meets Behavioral Finance (And It's Not Pretty) - Part 1 30:39

3M ago30:39

30:39

Send us a Text Message. The Overwhelming World of Youth Sports: A Behavioral Finance Perspective In this episode of the Bryan Foltice Behavioral Finance Podcast, the discussion centers around the behavioral finance aspects of youth sports in the United States, highlighting the vast changes and increasing pressures families face. Bryan shares person…

1
Jane Adshead Grant - Becoming a Better Listener 45:34

3M ago45:34

45:34

Tune in to hear: What life experiences put Jane on a path to become a listening coach? What is generative listening and how does it differ from other forms of listening? In what ways did becoming familiar with generative listening transform Jane’s life? What does Jane mean when she says “listening to ignite thinking in others?” What role does empat…

1
Navigating the Complexities of Special Needs Financial Planning 54:29

3M ago54:29

54:29

In this captivating podcast episode, Branden Ducharme and guest Greg Corneille shed light on the world of special needs financial planning. They delve into topics like special needs trusts, ABLE accounts, and the optimization of public benefits like SSI and Medicaid. Discover the significance of estate planning, life insurance, and tailored financi…

1
Episode #26 The Intersection of Finance, Creativity, and Life Purpose with Mandi and Bryan Foltice 28:28

3M ago28:28

28:28

Send us a Text Message. In this episode of the Bryan Foltice Behavioral Finance Podcast, hosts Bryan and Mandi Foltice delve into the topic of finance in relation to life purpose and future planning. They share personal stories, including Mandi's journey from nursing to pursuing a career aligned with her passion for creativity. They discuss the cha…

1
Lindsey Lewis - Women and Money 55:38

3M ago55:38

55:38

Tune in to hear: What makes women so uniquely good as behavioral investors? Why have many thought of women as particularly risk averse for so many years and what systems, on the trading floor and elsewhere, have perpetuated this misconception? Some book recommendations on women in investing and its history. Examples of how insidious the bias agains…

1
Master Your Financial Future: Expert Retirement Planning Strategies Revealed! 1:12:01

4M ago1:12:01

1:12:01

In this captivating episode, Branden Ducharme and Aaron Best share their expertise on retirement planning and financial strategies. They stress the importance of proactive financial planning, including setting up wills, trusts, and power of attorney documents. They also highlight the transition from accumulation to retirement income generation, foc…

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Episode 25: Navigating Finances Together: A Couple's Guide to Budgeting and Financial Conversations 26:23

4M ago26:23

26:23

Send us a Text Message. In this episode of the Bryan Foltice Behavioral Finance Podcast, hosts Dr. Bryan Foltice and his wife Mandi discuss the evolution of their financial management as a couple. They recount their experiences of merging their finances after getting married, buying a house, and adjusting to new expenses like a dog and personal mai…

1
Dr. Thomas Mathar - Financial Wellness vs. Financial Independence 52:10

3M ago52:10

52:10

Tune in to hear: How might financial planning conversations need to change in light of the new longevity many will experience? How will the “100 year life” affect the 3 life stages (education, work and retirement) that used to be more clearly delineated? How might we be able to give more salience and power to our mental image of a future self? What…

1
Unlocking the Secrets to Financial Freedom: Credit Cards, Homeownership, and Retirement Planning 1:11:44

4M ago1:11:44

1:11:44

On episode 3 of the Ducharme Wealth Management Podcast, Branden and guest Chantry Abbott cover a wide range of financial topics that will leave you informed and inspired. They delve into mortgage lending, credit card usage, homeownership, and financial safety. Learn about responsible credit management, analyzing bank statements for accurate loan as…

1
Episode 24: Love, Money, and Marriage: Our Early Financial Journey with Mandi Foltice Part 1 27:18

4M ago27:18

27:18

Send us a Text Message. In this episode of the Bryan Foltice Behavioral Finance Podcast, host Dr. Bryan Foltice and his wife Mandi delve into their personal journey of combining finances in their relationship. They discuss their backgrounds, including Mandi's financial situation before they met and how they navigated their differing approaches to m…

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Navigating the Economic Landscape: Insights on GDP, Inflation, and Investment Strategies 37:37

4M ago37:37

37:37

On episode 2, Branden invites Alex Varner to delve into the dynamic realm of economics and investments. Get ready to explore the positive outlook on the macroeconomic environment and the crucial factors to keep an eye on, such as GDP, productivity, inflation, and interest rates. Discover the potential impact of evolving consumer behavior and remote…

1
Philip Courtenay - Humans and Money 47:26

4M ago47:26

47:26

Tune in to hear: What did Philip’s research on the drivers of financial advice seeking uncover? Additionally, what might stand in the way of clients taking advice? What can the industry do to reduce economic barriers to entry for getting advice? What about reducing emotional barriers to entry for getting advice? What mistakes do advisors make when …

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From Tax Planning to Retirement Strategies: Financial Prosperity in Entrepreneurship 55:46

4M ago55:46

55:46

DISCLAIMER: Branden DuCharme is an investment advisor representative of and offers investment advisory services through SCF Investment Advisors, Inc. an SEC Registered Investment Advisor • 10150 Meanley Drive First Floor San Diego, CA 92131• (800) 955-2517 • www.scfsecurities.com SCF Investment Advisors, Inc. and DuCharme Wealth Management are sepa…

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Episode 23: Behavioral Finance Gets Personal - Part 4: Navigating Finances in (Second) Marriage 27:04

4M ago27:04

27:04

Send us a Text Message. Navigating Finances in Marriage: Part 4 - Personal Finance Series In this episode of the Bryan Foltice Behavioral Finance Podcast, Bryan shares his personal experience of navigating finances in marriage, highlighting the transition from single life through dating to getting married for a second time. Beginning with reflectio…

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Behavioral Finance Biases Podcasts

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