What is the role of a wealth advisor? What are the conversations, holistic strategies, and skill sets that set a sound advisor apart from a mediocre one? Today co-hosts Wes Brown and Dr. Sonya Lutter sit with Matt Sommer, Head of Specialist Consulting Group at Janus Henderson Investors, to explore the role of advisors in the year 2024. Through this…

In this recap episode of Analog Advisor, hosts Wes Brown and Dr. Sonya Lutter explore two of their most recent episodes with financial psychologist Dr. Daniel Crosby and Money Habitudes expert Cara Macksound. The conversation explores how our personal beliefs, attitudes, and habits around money form our Money Habitudes that shape our finances and o…

When asked to describe what he does, today’s guest says that he deals with the messiness of money as it intersects with the strangeness and oddity of being a human being. Where money intersects with meaning, you’ll find psychologist, behavioral finance expert, podcaster, and author of the new book Soul of Wealth, 50 Reflections on Money and Meaning…

Grief and loss are a part of being human. While it may be a universal experience, many of us don’t know how to feel it for ourselves, let alone meet our loved ones in their grief. In today’s episode, co-hosts Sonya and Wes share a special conversation about grief, loss, and resiliency, and Sonya shares a vulnerable part of her story. Together they …

We know that our beliefs and behaviors around money are deeply personal. However, many financial professionals still try to keep the personal stuff out of the conversation. What if there was a way for us to have better financial conversations? Today’s guest, Cara Macksound, CEO of Money Habitudes, has built a career out of helping people understand…

On the morning of 9/11, Dr. Nathan Harness was a young stockbroker starting his second day working in the World Trade Center. The events that unfolded that day have altered the world as we know it. For Nathan, surviving this traumatic and life-altering experience has shaped how he approaches every aspect of his life and spurred him to a profession …

How does our understanding of money shape our pursuit of happiness? Wes Brown and Sonya Lutter are joined by renowned behavioral finance expert Meir Statman to learn how our financial decisions impact our life satisfaction and explore the intersection of money and psychology through Meir’s extensive research and experiences. Meir shares insights fr…

What's the relationship between wealth, stress, and anxiety? It's more nuanced than you may think. Hosts Dr. Sonya Lutter and Wes Brown reflect on insights from experts like Dr. Jim Grubman, Moira Somers and Lenore Skenazy, debunking the myth that more money means less stress. Tune in to learn effective strategies for managing stress, like developi…

Does emotional acumen have a place in the technical finance world? Clinical neuropsychologist Moira Somers sits down with hosts Wes Brown and Dr. Sonya Lutter to share the critical role of integrating emotional intelligence into financial advising to help clients overcome barriers to implementing advice. Moira shares valuable insights on addressing…

Have you ever wondered how the wealth management industry has changed over time and where it's headed in the future? Tune in to hear Dr. Jim Grubman, expert in family wealth and dynamics, unpack his model of "wealth 3.0" - a new approach that moves beyond the fear and negativity of the past to create a more robust field of family advising. Dr. Grub…

With over two decades of experience in psychology, social work, marriage, and family therapy, Shanna Jager has realized the power of a strengths-based approach. She joins hosts Wes Brown and Sonya Lutter to share how focusing on strengths rather than weaknesses can revolutionize everything from personal growth to family finances. Shanna, Executive …

Is constant parental supervision limiting children's ability to develop problem-solving skills? In this episode, hosts Wes Brown and Dr. Sonya Lutter explore childhood independence and resilience with guest Lenore Skenazy, founder of the organization Let Grow and author of the book "Free-Range Kids." Skenazy shares her journey advocating for more f…

In this recap episode, hosts Dr. Sonya Lutter and Wes Brown reflect on conversations about mental health with Elizabeth Afeman, and navigating the combined emotional and financial implications of relationship changes with Dr. Michael Kothakota. They discuss why rates of anxiety and depression remain dangerously high after years of isolation and why…

In the second part of the conversation with financial advisor Michael Kothakota, hosts Wes Brown and Sonya Lutter aim to offer listeners actionable advice for navigating the complexities of financial well-being and relationship dynamics. From making academic research more accessible and the importance of financial transparency in marriages, to hand…

Financial advisor and divorce planning specialist Michael Kothakota joins host Sonya Lutter and Wes Brown to offer invaluable insights into the intricate world of divorce planning and financial consulting. Michael shares his career trajectory, from serving in the National Guard to establishing his own firm. He also provides practical advice and exp…

Money is often directly tied to mental well-being and status. Yet, despite growing up in a privileged family, Elizabeth Afeman grappled with depression and suicidal thoughts from a young age. Now, as an investment associate, Elizabeth shares her journey of overcoming mental health struggles and challenging societal assumptions. Hosts Wes Brown and …

From the profound wisdom of finding internal happiness beyond material possessions to the transformative power of intentionally seeking positive experiences in life, our recent episodes have been deeply clarifying. Sonya Lutter and Wes Brown reflect on insightful conversations with guests Chris Budd and Dan Haylett. Delving into the intricate relat…

How can you stitch together a fulfilling life in retirement when you lose the identity and social connections that came with your career? Wes Brown and Dr. Sonya Lutter sit down with financial advisor Dan Haylett to talk about exercises for a confident transition. Dan shares his philosophy of helping clients transition to retirement by prioritizing…

When financial planner and author Chris Budd redefined 'financial well-being,' it changed his entire outlook on coaching. Join hosts Wes Brown and Dr. Sonya Lutter as they learn the practical coaching techniques Chris uses to help his clients find purpose beyond wealth, challenging conventional assumptions about money and happiness. From contemplat…

Wealth isn't just about the money—it's about the richness of our relationships, the quality of our time, and the sense of contentment in our lives. In this episode, hosts Wes Brown and Sonya Lutter reflect on the first quarter of conversations on Analog Advisor. From exploring different "lands of wealth" to the impact of financial transparency on r…

How does financial literacy and open communication help families navigate wealth and plan for the future? Family wealth consultant Dr. Jim Grubman joins hosts Wes Brown and Dr. Sonya Lutter to dissect the intersection of wealth, psychology, and legacy. Jim shares his career journey from psychology to wealth management, including into his personal e…

Ever wondered how your spending habits shape your relationships? Scott Rick, a behavioral scientist at the University of Michigan's Ross School of Business, knows that many people do. In this episode of Analog Advisor, hosts Wes Brown and Sonya Lutter sit down with Scott to help us understand how money impacts matrimony, and more. Scott is the auth…

As we step into a new year, what better way to kickstart your journey than with insights from the dynamic duo of Analog Advisor? Join hosts Wes Brown and Sonya Lutter in their introduction episode as they share their unique paths into financial planning, emphasizing the power of relationships over money. Sonya, a trailblazer in financial therapy wi…

From the gridiron of the NFL to the boardrooms and bankruptcy courtrooms, Marques Ogden has experienced the highs and lows of success. Now, he's on a mission to leave a legacy. In this episode of Analog Advisor, host Wes Brown sits down with Marques for part two of their conversation about making it big - and bouncing back. Marques shares his exper…

Michael G. Thomas Jr., Ph.D., is an Accredited Financial Counselor (AFC) and a lecturer at the University of Georgia. His research focuses on financial empathy and self-compassion, data visualization’s effects on financial behavior, and the connection between brain function and money. Wes and Dr. Thomas dive deep into the pivotal moments of his lif…

After playing college football at Howard University and spending five years in the NFL, Marques Ogden started and grew an 8-figure construction company. However, his ego got in the way, leading him to file for Chapter 7 bankruptcy with only $400 to his name. He went from being a millionaire to making $8.25/hr. Now a highly sought-after speaker, pod…

The digital age impacts our families in more ways than we realize. This week on Analog Advisor, our host Wes Brown is joined by Joey Odom to talk about why we need to take our relationships with phones seriously, and the real life that happens when we put down our phones. Joey is the co-founder of Aro, a digital wellbeing solution for families who …

This week on the podcast, Wes talks with financial therapist Dr. Sonya Lutter. In this episode, Wes and Sonya discuss her research on how financial stress impacts relationships, where common issues arise, and specific strategies that can be used around finances to positively impact relationships. Dr. Sonya Lutter LinkedIn ENLITE Website - - - - - -…

In the first season of Analog Advisor, our host Wes Brown spoke with guests about the way money intersects with, well, just about everything. He spoke with authors, economists, and psychologists and analyzed financial patterns in our relationships at home and in our communities. So what’s next? To kick off 2023, Wes sat down with the producer of An…

In this episode, Wes interviews Dr. Sarah Newcomb, a behavioral economist for Morningstar and the author of Loaded: Money, Psychology, and How to Get Ahead without Leaving Your Values Behind, published in 2016. One of the most interesting things about Sarah is that her passion for her work is rooted in her own financial journey. Even with degrees i…

This week on the podcast, Wes is joined once again by David Sax to discuss his latest book, The Future Is Analog. In this episode, Wes and David explore how the digital future we’ve been promised for so long fell flat when the pandemic hit, and what implications that has for how we structure our lives going forward. In This Episode: David Sax Websi…

In this episode, Wes interviews Dr. Sarah Fallaw, an industrial psychologist, the founder and president of DataPoints, and co-author of The Next Millionaire Next Door: Enduring Strategies for Building Wealth. She’s also the daughter of the Dr. Thomas J. Stanley, who was considered one of the foremost experts on wealth accumulation. His book The Mil…

This week on the podcast, Wes interviews Father Nick Hamilton, a priest at Old North Abbey in Knoxville, TN and co-host of the podcast, Two Priests Talking. In this episode, Wes and Nick discuss topics like stewardship and materialism, how our mortality can and should impact how we live our lives and by extension, manage our resources, and the mora…

On this episode, Wes joins the Name Image Likeness Podcast! During this episode, we are joined by Wes Brown from CogentBlue Wealth Advisors. We discuss Wes’ unique journey to becoming a wealth advisor and we discover more about the role of a wealth advisor. Wes describes best practices that athletes can apply now to NIL income that can translate in…

This week on the podcast, Wes interviews Certified Financial Planner Bob Bolen. Bob has had a storied career and his credentials include being both a CFP and CFA, as well having training in financial psychology and helping clients through major financial transitions. Career-wise, Bob spent his early years as an equity analyst, later moving onto bui…

This week on the podcast, Wes interviews reporter and author David Sax. In addition to five books, David has written for the likes of The New York Times, Vanity Fair, and Bloomberg Business Week. His book,The Revenge of Analog, was hugely influential on the idea for this podcast. In this episode, Wes and David discuss topics such as the risk of not…

Welcome to Analog Advisor hosted by Wes Brown and Sonya Lutter! On this podcast we explore what it really means to live analog in an ever-more digital world. This show was started out of a desire to explore our connections to each other, our lives, and our communities, and we are excited to share that the podcast is evolving. Twice a month we will …