In this enlightening episode of The Money & Meaning Show, host Jeff Bernier teams up with Dr. Jordan Hutchison, a leading figure in wealth management and psychology, to explore the concept of flow in financial advising. Dr. Hutchison, who serves as Vice President of Technology and Operations at RFG Advisory and is an adjunct professor for Kaplan's College for Financial Planning, shares how integrating behavioral finance and positive psychology can amplify personal fulfillment through financial clarity.
What is "Flow"? What benefits can it provide for advisors and clients?
What is Technology's Role in Financial Advising? Will AI replace human advisors?
How Can Incorporating Behavioral Science into Designing Tech Solutions Improve the Experience?
Why Risk Management should be a part of a Holistic Wealth Management Plan--with special guest Tyler Smith, a specialist in income protection
Everything I Learned About Investing I Learned in Court
Investment Update for Midyear 2020
Navigating the complexities of Medicare with special guest Melinda Caughill
How to Reclaim Your Time and Live a Happier Life with Dr. Ashley Whillans
Take the opportunity to carve out time for Deep Work
The impact of the SECURE Act on your retirement savings
Tax-advantaged gifting strategiesâwith special guests Boyd Bailey and Rachel Watson
A New Yearâs buffet: Make 2020 your best year yet!
How and when to claim Social Securityâwith special guest Alicia Lipscomb
End-of-Year Planning: Whatâs on your checklist?
Minds, Markets & Moneyâwith special guest Dr. Daniel Crosby
The Path to Purposeâwith special guest Rick Thompson
The Power of Decisions: Moulaye Niangâs path from star athlete to valued portfolio advisor
The Experience Transformer: Turning every experience into a learning experience
Getting rational: Lessons from Hans Rosling on how real data about the real world can drive better investment decisions
Millennials and Money: Special guest Cam Marston shares how to talk money with your next generation
The true cost of âcertaintyâ when investing for the future
Achieve life-long financial freedom by creating an income stream that can actually rise in retirement
Exploring your "Retirementality" with special guest Mitch Anthony
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast