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NEWS & INSIGHTS


Analog Advisor Podcast, Season 3 Episode 23: The Differentiating Factors of a Sound Wealth Advisor with Matt Sommer Thumbnail

Analog Advisor Podcast, Season 3 Episode 23: The Differentiating Factors of a Sound Wealth Advisor with Matt Sommer

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 enlightening conversation, Matt shares several findings from his recent research: 85% of all investors desire more financial education, life expectancy is correlated to wealth, and 70% of investors admit to making mistakes due to emotions.

Behavioral Family Values Planning
Analog Advisor Podcast, Season 3 Episode 21: Where Money Intersects with Meaning with Dr. Daniel Crosby Thumbnail

Analog Advisor Podcast, Season 3 Episode 21: Where Money Intersects with Meaning with Dr. Daniel Crosby

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, Dr. Daniel Crosby. In this fascinating and illuminating conversation, Daniel joins Wes and Sonya to dissect how our behaviors and understanding of money can open a pathway to the things that really matter.

Investing Behavioral Values Planning
Analog Advisor Podcast, Season 3 Episode 20: Developing Resiliency through Grief with Dr. Sonya Lutter Thumbnail

Analog Advisor Podcast, Season 3 Episode 20: Developing Resiliency through Grief with Dr. Sonya Lutter

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 explore the impact of loss, and Sonya shares how she has made the conscious decision to work through her grief in a way that honors how it has impacted her, while not defining who she is. She further provides practical and tangible ways to come alongside our loved ones in grief.

Behavioral Family Planning
Analog Advisor Podcast, Season 3 Episode 19: Facilitating Better Financial Conversations with Cara Macksoud Thumbnail

Analog Advisor Podcast, Season 3 Episode 19: Facilitating Better Financial Conversations with Cara Macksoud

Today’s guest, Cara Macksound, CEO of Money Habitudes, has built a career out of helping people understand the psychology of money to empower them to manage their financial well-being. Join us for a fascinating conversation that explores the context and lenses through which we view money and how it impacts our relationship to risk, money, and the people in our lives.

Behavioral Family Values Planning
Analog Advisor Podcast, Season 3 Episode 18: Discovering Hope and Empathy in the Face of Tragedy with Dr. Nathan Harness Thumbnail

Analog Advisor Podcast, Season 3 Episode 18: Discovering Hope and Empathy in the Face of Tragedy with Dr. Nathan Harness

Dr. Nathan Harness, Professor and Director of Financial Planning at Texas A&M, joins Wes Brown and Dr. Sonya Lutter today to share his remarkable story. He highlights the significance of living with intentionality, gratitude, and purpose and the role of empathy and resilience in shaping his character and teaching. Join us for this inspiring conversation that invites us to see the best in humanity and ourselves.

Values