『Psychology of Financial Planning Podcast』のカバーアート

Psychology of Financial Planning Podcast

Psychology of Financial Planning Podcast

著者： Dr. Charles Chaffin and Dr. Brad Klontz
無料で聴く

今ならプレミアムプランが3カ月 月額99円

2026年5月12日まで。4か月目以降は月額1,500円で自動更新します。

概要

Join Dr. Charles Chaffin and Dr. Brad Klontz as they dive deep into the psychology of financial planning. This podcast, designed for practitioners, is based upon their most recent book and provides actionable insights for advisors to know and serve their clients better.

© 2026 Psychology of Financial Planning Podcast 経済学
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  • The Future of Financial Planning (Spoiler: Clients Are Still Human)

    The Future of Financial Planning (Spoiler: Clients Are Still Human)
    2026/04/29

    Dr. Charles and Dr. Brad kick things off by tackling one of the toughest questions advisors face: which clients are the most challenging and why. From there, they unpack key ideas from their new book, exploring how financial psychology continues to shape client behavior in ways advisors can’t ignore. They close with a forward-looking conversation on the future of the profession, including the growing role of AI and why, despite all the technological change, human needs and human biases aren’t going anywhere.
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    41 分
  • Investor FOMO...and what advisors can do about it

    Investor FOMO...and what advisors can do about it
    2023/02/24

    Dr. Charles and Dr. Brad open the show talking about FOMO and how it can impact a client's risk profile as well as their communication with their advisor. They then talk about ways that advisors can plan for and respond to FOMO both during and in the beginning of the client-planner relationship.

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    27 分
  • What Every Financial Planner should know about Goals

    What Every Financial Planner should know about Goals
    2023/01/27

    Dr. Charles and Dr. Brad begin the show by talking about motivation and how it impacts client behavior. They then outline 4 things every planner should know about both setting goals as well as ways of helping clients stay focused on their goals (and the client-planner relationship). As usual, they sprinkle-in some bad jokes throughout the episode.

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    23 分
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