The Standard Deviations podcast is a weekly production that looks at money, mind and meaning, all through a psychological lens. Each week, psychologist and New York Times bestselling author Dr. Daniel Crosby interviews a fascinating new guest, experts in everything from finance to literature to wellness. Each guest provides listeners with three concrete ways to apply what was learned that week, ensuring that weekly listening becomes part of a path to a richer life. Episodes are brief, resear ...
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Welcome to the Bryan Foltice Behavioral Finance Podcast, where we dive deep into the fascinating intersection of human behavior and financial decision-making. Your host, Dr. Bryan Foltice, aims to embark on this journey with you to explore the quirks, biases, and psychological factors that shape our financial choices. From understanding why we buy high and sell low, to uncovering the emotional drivers behind our investment strategies, each episode will uncover valuable insights to help you n ...
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Wharton faculty and industry leaders discuss their latest research, books, and relevant business topics. Hosted on Acast. See acast.com/privacy for more information.
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Welcome to The Crazy Wealthy Podcast, a resource for understanding and mastering the biases that often lead to short-term personal finance, investing, budgeting and savings decisions and strategies that are counter to our best interests over the long-term. Whether you are a professional, entrepreneur, young adult, retiree, or family looking to protect your current wealth and secure a financially stable future, this podcast provides the latest insights into investor behavior in the context of ...
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Mental Models Podcast It's not a brain in a jar, that's the gist!
Dr. Daniel Krawczyk & George Baxter, JD, CFA
All about your brain & obtaining real-world behavioral finance knowledge! Listeners have access to original and engaging discussion of behavioral finance and cognitive bias.
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Most financial experts focus solely on numbers, but Rick Kahler, CFP®, CFT™, takes a deeper approach. With over 40 years of experience, Rick blends practical financial advice with powerful emotional insights to help you understand why you make the money decisions you do. Research shows that 90% of our financial choices are driven by emotions—not logic. Whether your habits seem irrational or confusing, Rick helps uncover the underlying beliefs and feelings influencing your behavior. It's abou ...
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This show is a spin-off of the 2021 book Money Mammoth. Dr. Edward Horwitz hosts the podcast, with financial psychologist Dr. Brad Klontz and Dr. Ted Klontz as a frequent guests, providing expert advice in financial psychology, money habits, and retirement planning. This podcast will help you understand and overcome your financial biases and improve your money relationships. With money being the leading stressor on relationships, it's no wonder why most people struggle with money issues and ...
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Dr. Daniel Crosby - Finding Your Own Path in a World of Imitation
18:34
18:34
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18:34Tune in to hear: What was René Girard’s concept of mimetic theory and how do we see this play out in modern science? Why is our ability to effectively forecast what will bring us joy potentially less developed than our forecasting of pain and displeasure? What is the cognitive bias Impact Bias? How and when were mirror neurons discovered and what r…
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The Zeigarnik Effect: Unlocking the Power of Unfinished Tasks
21:59
21:59
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21:59Unveiling the Ziegarnik Effect: How Unfinished Tasks Shape Our Financial Decisions In this episode of the Bryan Foltice Behavioral Finance Podcast, Dr. Bryan Foltice delves into the Ziegarnik effect, a psychological phenomenon that explains why unfinished tasks occupy our minds more than completed ones. The discussion covers the impact of this effe…
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In this special episode, listen to curated excerpts from the Ripple Effect podcast on women’s leadership, workplace equity, and career advancement. Hosted on Acast. See acast.com/privacy for more information.
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Ep 5 - Prioritizing Purpose Over Profit for Success: NY State Assemblyman Steve Stern’s Journey from Childhood to Advocate for Veterans, Elders and the Long Island Community
38:58
38:58
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38:58In this episode, Jonathan sits down with New York State Assemblyman Steve Stern, who is proud to serve his fourth term representing the 10th Assembly District. Since his election in 2018, Assemblyman Stern has championed critical legislation to safeguard groundwater, support veterans, protect children’s health, and combat the opioid epidemic. Toget…
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#191 - The Nine Enneagram Types Walk Into a Restaurant - Who Pays the Bill
30:45
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30:45When the check arrives at a group dinner, the reactions can be as varied as the personalities at the table. Rick Kahler and Enneagram expert Joan Ryan explore how different types approach this everyday financial moment. Whether it’s a Type Two offering to pay to foster connection, a Type Five calculating their exact share, or a Type Seven suggestin…
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Building Your Safety Net: The Importance of a Flexibility Fund
19:57
19:57
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19:57Building a Flexibility Fund: The Key to Financial Independence | Bryan Foltice Behavioral Finance Podcast Welcome to the Bryan Foltice Behavioral Finance Podcast! In this episode, Dr. Bryan Foltice discusses the importance of the Flexibility Fund as a crucial step in achieving financial independence. He shares personal anecdotes and practical advic…
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Fix It Friday - The S&P 500, Performance Chasing and the Dangers of Outcome Bias
15:56
15:56
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15:56Welcome to Fix It Fridays on the Crazy Wealthy Podcast with Jonathan Blau, CEO of Fusion Family Wealth. In these quick episodes, Jonathan unpacks common financial missteps and the behavioral biases that often trip up even the savviest investors. Today's episode dives deep into the dangers of “Performance Chasing.” He'll explore the importance of pr…
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Murphy’s Fund: The First Step to Financial Stability
20:09
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20:09Achieve Your First $1,000: Behavioral Finance Tips with Dr. Bryan Foltice Welcome to the first episode of the Bryan Foltice Behavioral Finance Podcast! Dr. Bryan Foltice dives into the world of behavioral finance and personal milestones, focusing on how to save your first $1,000. Whether you're starting from zero or already have some savings, this …
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#190 - Saving, Spending, and Security - How Enneagram Patterns Explain Financial Behavior
26:14
26:14
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26:14Why do some people save every penny while others spend like there’s no tomorrow? The answer may lie in your Enneagram type. Rick Kahler and Enneagram expert Joan Ryan unpack the emotional drivers behind our financial habits, from the cautious saving of Type Sixes to the thrill-seeking spending of Type Sevens. This episode highlights how understandi…
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The Winner's Curse: When Winning Is Actually Losing
19:46
19:46
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19:46Understanding the Winner's Curse: How Overpaying Leads to Losses Welcome to the Bryan Foltice Behavioral Finance Podcast! In this episode, host Dr. Bryan Foltice delves into the intriguing phenomenon of the winner's curse—a situation where winning can actually mean losing. By examining real-world examples ranging from eBay auctions and trading card…
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Why Accountability Matters in AI Development and Governance
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12:21Professor Kevin Werbach has spent his career at the crossroads of business, law, and emerging technology. He talks about his latest project, the Wharton Accountable AI Lab, to help guide responsible development and governance of artificial intelligence. Hosted on Acast. See acast.com/privacy for more information.…
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Transformative Tech: Innovating for the Underserved | Valentina Assenova
10:42
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10:42Management professor Valentina Assenova discusses why digital platforms, like mobile money platforms, are improving financial access around the world. This Ripple Effect podcast episode is part of a series on “Innovation” that was produced in cooperation with Mack Institute for Innovation Management. Hosted on Acast. See acast.com/privacy for more …
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Ep 4 - Financial and Life Survival Strategies with a Special Ops Veteran Chadwick Ford: Tactics for Overcoming Biases in Wealth and Warfare
53:46
53:46
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53:46In this episode, Jonathan sits down with Chadwick Ford, a special ops veteran and founder of Elysium Aero, to explore the striking parallels between military strategy and financial planning. Chad shares his distinguished military background and reveals how risk assessment, adaptability, and mission-focused discipline apply just as much to the battl…
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From Gridiron to Portfolio: The Super Bowl Effect Explored
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20:10Unmasking the Super Bowl Effect in Behavioral Finance | Bryan Foltice Welcome to another episode of the Bryan Foltice Behavioral Finance Podcast! This week, coinciding with Super Bowl week, Dr. Bryan Foltice dives into the intriguing 'Super Bowl effect'—a theory that links Super Bowl outcomes with stock market performance. Originating from a 1978 N…
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Fix It Friday - Beware Allowing the Illusion of Predictive Value to Influence Portfolio Decisions!
10:16
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10:16Welcome to Fusion Fix-It Fridays, the podcast that simplifies financial strategies to help you make smarter decisions. Hosted by Jonathan Blau, CEO of Fusion Family Wealth, each episode dives into common biases that impact our financial choices—and how to fix them. Today, Jonathan tackles the illusion of predictive value, a bias that leads us to ov…
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Steps to Successful Financial Planning in 2025
20:22
20:22
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20:22Smart Goal Setting in Personal Finance for 2025: A Year in Review and Planning Ahead In this episode of the Bryan Foltice Behavioral Finance Podcast, Dr. Bryan Foltice discusses personal finance goal setting for the new year, reviewing the events of 2024. He emphasizes the importance of SMART goals (Specific, Measurable, Achievable, Relevant, Time-…
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#189 - Money Scripts and Enneagram Types: Understanding Your Financial Behaviors
30:55
30:55
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30:55Our financial choices aren’t just about dollars and cents—they’re shaped by the stories we believe about money, called money scripts. In this video, Rick Kahler explores how these scripts, passed down through generations, influence everything from saving to spending. Joined by Enneagram expert Joan Ryan, the conversation delves into how personality…
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Wharton marketing professor Kartik Hosanagar and doctoral candidate Pushkar Shukla talk about software they developed with other experts to identify and correct biases in AI text-to-image generators. Hosted on Acast. See acast.com/privacy for more information.
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Navigating the Mere Urgency Effect: Balancing Urgency and Importance
19:59
19:59
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19:59Understanding the Mere Urgency Effect in Behavioral Finance In this episode of the Bryan Foltice Behavioral Finance Podcast, Dr. Bryan Foltice explores the Mere Urgency Effect, a psychological phenomenon where people prioritize urgent tasks over important ones, even if the latter offers greater rewards. He delves into recent studies from the Journa…
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Fix It Friday - The Myth of The Risk of Stocks
17:47
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17:47Welcome to Fusion Fix-It Fridays, the podcast that simplifies financial strategies, hosted by Jonathan Blau, CEO of Fusion Family Wealth. In today’s episode, Jonathan tackles “The Myth of the Risk of Stocks.” Drawing on over 30 years of experience, he challenges the common fear that investing in stocks jeopardizes retirement savings. Instead, Jonat…
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SMART Goals in Financial Planning for the Future in 2025
20:22
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20:22Goal Setting and Financial Independence for 2025 In this episode of the Bryan Foltice Behavioral Finance Podcast, Dr. Bryan Foltice helps listeners kick off 2025 with personal finance goal setting. Discussing SMART goals, he outlines the importance of setting Specific, Measurable, Achievable, Relevant, and Time-bound objectives. Bryan shares his ow…
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#188 - Who's Really Running Your Finances? Meet Your Inner Money Managers
27:44
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27:44Rick Kahler uses a vivid boardroom metaphor to show how clashing internal financial parts of you, like a strict Project Manager, cautious Risk Manager, and bold Entrepreneur—can create chaos in your financial life. Without your calm, capable CEO (the Self) leading, these parts clash, leading to stress and indecision. This episode explores how to id…
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Confidence in Cryptocurrency | David Reibstein and John Zhang (Part 2)
13:55
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13:55In this two-part episode from the Ripple Effect podcast, Wharton marketing professors assess the future of cryptocurrency ownership and whether scandals have damaged consumer trust. Hosted on Acast. See acast.com/privacy for more information.
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Using Pareto's Principle (80:20 Rule) in the New Year
20:33
20:33
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20:33Mastering Time Management and Financial Decisions with Pareto's Principle In this episode of the Bryan Foltice Behavioral Finance Podcast, Dr. Foltice returns after a hiatus to discuss the challenges of time management and financial decision-making, using Pareto's Principle (the 80/20 rule) as a guide. He shares his personal experiences from a dema…
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Confidence in Cryptocurrency | David Reibstein and John Zhang (Part 1)
11:58
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11:58In this two-part episode from the Ripple Effect podcast, Wharton marketing professors assess the growth of cryptocurrency so far and how consumer confidence can influence pricing. Hosted on Acast. See acast.com/privacy for more information.
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Ep 3 - Resilience in Financial Adversity: Fred Gold's Recipe For Lasting Happiness After Catastrophic Financial Loss
37:13
37:13
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37:13In this insightful episode, Jonathan sits down with his father-in-law, Fred Gold, a seasoned CPA and business advisor with over 40 years of experience, including a distinguished tenure as a Partner at Arthur Andersen LLP. Together, they explore Fred’s financial journey, the cognitive biases that influence decision-making, and the lessons learned fr…
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#187 - The Intersection of IFS and Coaching - Transforming Financial Planning with Saundra Davis
29:25
29:25
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29:25Rick Kahler is joined by Saundra Davis, a leader in financial coaching and the director of Golden Gate University’s Financial Planning Program, to explore how Internal Family Systems (IFS) and coaching are revolutionizing the financial planning profession. Saundra shares her inspiring journey from traditional financial planning to a behavior-focuse…
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Fix It Friday - Seeking Certainty: The Investor’s Paradox
12:46
12:46
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12:46Welcome to Fusion Fix-It Fridays, hosted by Jonathan Blau, CEO of Fusion Family Wealth. In today’s episode, Jonathan dives into the uncertainty trap—the harmful reliance on financial predictions that many investors pursue to find certainty about their financial future. He explores how the financial industry has shifted from selling products to sell…
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#186 - The Future of Financial Therapy - Bridging Money and Emotions with IFS and AI
29:57
29:57
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29:57Join Rick, a pioneer in financial therapy, as he explores the promising horizon for this evolving field. This episode delves into the integration of the Internal Family Systems (IFS) model, a transformative approach to understanding the emotional 'parts' influencing financial behavior, and the role of AI in reshaping therapeutic practices while kee…
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In this special two-part episode, listen to curated excerpts from this year’s Ripple Effect podcast, where Wharton professors discuss a range of trending business topics. Hosted on Acast. See acast.com/privacy for more information.
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Fix it Friday - Why Money Can’t Buy Happiness
8:34
8:34
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8:34Welcome to Fusion Fix-It Fridays, hosted by Jonathan Blau, CEO of Fusion Family Wealth. In today's episode, Jonathan dives into the timeless question: Can money buy happiness? While many may believe wealth leads to fulfillment, Jonathan challenges this idea by exploring how our brains are wired for the fleeting pleasure of material gain and why tru…
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Joe Duran - Humanizing Wealth Management: How Personalization is Shaping the Future of Financial Services
49:48
49:48
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49:48Tune in to hear: What insight did Joe have that prompted him to start applying Behavioral Finance in practical ways while much of the industry was focused elsewhere? Why are so many firms relying on the old-fashioned educational approach when building client-centric tools and technology seems to be the way forward? What is an example of a compellin…
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In this special two-part episode, listen to curated excerpts from this year’s Ripple Effect podcast, where Wharton professors discuss a range of trending business topics. Hosted on Acast. See acast.com/privacy for more information.
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Tune in to hear: What does Dimensional see about the future of the industry that encouraged them to launch something like ‘Life Invested.’ Why does a “human first” investment model have the power to endure in a way that other investment models, such as those centered around sales, have not? How can we give the “human first” approach more definition…
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#185 – Pulling Back The Curtains on a Financial Therapy Engagement
30:24
30:24
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30:24Financial therapy is a deeply personal journey that uncovers the emotional patterns behind your financial decisions. By exploring your childhood money beliefs and addressing emotional blocks like fear or trauma, you'll gain insight into the unconscious behaviors that may be holding you back. Using tools like money script exercises, journaling, and …
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Ep 2 - Evolution of Wealth Management: From Customer’s Man to Behavioral Counselor With Harvey Radler
38:06
38:06
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38:06Welcome to the Crazy Wealthy Podcast, hosted by Jonathan Blau, CEO of Fusion Family Wealth. In this episode, Jonathan welcomes his first official guest, Harvey Radler, a close friend for over three decades and a seasoned investment and wealth management expert for over five decades. Together, they dive into Harvey's extensive background, the impact…
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Professor Itay Goldstein welcomes Alesia Haas, CFO of Coinbase, and Michelle Lai, board member of Electric Coin Co, to discuss the ongoing fintech revolution. They examine the transformative role of technology in finance, from blockchain innovations to the future of digital currencies, and provide insights into how FinTech is set to evolve in the c…
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Fix it Friday - Never Mix Politics and Investing
8:58
8:58
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8:58Welcome to Fix It Fridays on the Crazy Wealthy Podcast with Jonathan Blau, CEO of Fusion Family Wealth. In these quick, bi-weekly episodes, Jonathan unpacks common financial missteps and the behavioral biases that often trip up even the savviest investors. Today’s episode dives into the critical lesson of separating politics from investing. With in…
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The Regulatory Challenges of AI in Finance
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30:01Professor Itay Goldstein is joined by Tobias Adrian, financial counselor and director of the International Monetary Fund, to explore the regulatory challenges posed by the rapid adoption of artificial intelligence in finance. The conversation delves into the emerging risks AI introduces to the financial sector, the steps regulatory bodies are takin…
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#184 - Finding the Right Financial Therapist: Searching for a Needle in the Haystack
29:43
29:43
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29:43This episode dives into the unique world of financial therapy, where professionals bring together personal finance and emotional well-being. Whether they’re dual-credentialed as Certified Financial Planners and Certified Financial Therapists or experts in money-related trauma, the key is finding the right fit for you. We'll share how to navigate th…
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New Phenomena in Behavioral and Social Investing
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29:50
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29:50Professor Itay Goldstein interviews Bloomberg columnist Matt Levine to examine the GameStop and AMC stock saga and the powerful influence of social media on market events. The discussion highlights the role of behavioral finance in shaping investor actions and how social trends can disrupt financial markets on a global scale. This discussion is par…
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Fix it Friday - Particular Investment Challenges of Successful Entrepreneurs, Executives and Business People
11:40
11:40
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11:40Welcome to Fix It Friday on the Crazy Wealthy Podcast, hosted by Jonathan Blau, CEO of Fusion Family Wealth. In these bite-sized, bi-weekly episodes, we dive into common money mistakes and explore the behavioral biases that even the most successful entrepreneurs and executives often overlook when investing. Today, Jonathan discusses a critical misc…
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Dr. Christina Lynn - Master Motivational Interviewing: A Game-Changer for Financial Advisors and Client Relationships
38:23
38:23
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38:23Tune in to hear: Examples of when emotional connection can play a decisive role in sales. How, practically, can advisors shift their focus a bit from the technical to fostering deep, emotional connections with their clients? What is motivational interviewing, what is based on and what does it look like in practice? Where does the discovery process …
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Charitable and Political Giving | Pinar Yildirim
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20:12Wharton’s Pinar Yildirim untangles the relationship between charitable and political giving, which are both on the rise. This Ripple Effect podcast episode is part of a series on “Charitable Giving.” Hosted on Acast. See acast.com/privacy for more information.
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Professor Itay Goldstein is joined by Hyun Song Shin, economic adviser and head of research at the Bank for International Settlements, and Loretta Mester, former President and CEO of the Federal Reserve Bank of Cleveland. Together, they explore the 2023 banking crisis, focusing on the collapse of Credit Suisse, Silicon Valley Bank, and other small …
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Adam Tolliver - Understanding the Racial Wealth Gap
43:29
43:29
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43:29Tune in to hear: Get a better sense of the size and scope of the racial wealth gap problem in the US. Should financial advisors play a role in addressing these inequalities? Also, do historical factors, such as systemic discrimination and redlining, largely to blame for the genesis of this disparity? What sort of systemic inequities and injustices …
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#183 – Revisiting The Financial Therapy Evolution – What is it, Who Needs it?
29:17
29:17
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29:17In our first podcast episode, 183 episodes ago, we introduced financial therapy as a groundbreaking blend of emotional insight and financial strategy. But has the field evolved since then? In this multi-part series, we revisit the core principles of financial therapy and explore how the practice has changed—and how it hasn't. From the rise of new t…
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Ep. 1 - Introduction: Investor Behavior 101
25:43
25:43
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25:43In the inaugural episode of the Crazy Wealthy Podcast, host Jonathan Blau, CEO of Fusion Family Wealth, shares his personal story and how it shaped his approach to wealth management. He explores the cognitive and emotional biases that influence financial decision-making, such as loss aversion and regret aversion, and discusses how understanding the…
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Welcome to The Crazy Wealthy Podcast, a resource for understanding and mastering the biases that often lead to short-term personal finance, investing, budgeting and savings decisions and strategies that are counter to our best interests over the long-term. Whether you are a professional, entrepreneur, young adult, retiree, or family looking to prot…
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#182 - The Cost of Over Confidence Bias - My Expensive Lesson in Travel Insurance
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25:52In this episode, I’m sharing a hard lesson I learned about travel insurance—one that cost me thousands of dollars and a once-in-a-lifetime trip to the Arctic for my 30th wedding anniversary. Like many of you, I thought I understood what my travel insurance covered, but as it turns out, I didn’t read the fine print closely enough. A mechanical fligh…
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