Aug 21, 2023

In this podcast, content creator Shane Snow discusses the importance of diverse perspectives in teamwork. He shares insights from his book Dream Teams, which explores how cognitive diversity can lead to better decision-making and...

Aug 4, 2023

Danielle Labotka, a behavioral scientist with Morningstar, and Samantha Lamas, a senior behavioral researcher with Morningstar, discuss their latest research, "Why Do People Hire Their Financial Advisors?," which points to the importance of addressing a client’s emotional needs during beginning conversations....

Jul 21, 2023

Todd A. Finkle, author of Warren Buffett: Investor and Entrepreneur, discusses the life and career of Warren Buffett, one of the most accomplished investors of all time. Finkle, an expert on all things Buffett, provides a deep dive into the origins of Buffett's success, the ways behavioral biases can affect...

Jun 21, 2023

Jeff Bush, the principal of Washington Update, discusses the debt ceiling crisis and the possible outcomes, as well as potential reforms to Social Security, and what actions advisers might consider given that many the provisions of the Tax Cuts and Jobs Act are set to expire at the end of...

Jun 7, 2023

In this podcast, Mary Beth Franklin, author of "Maximizing Social Security Benefits" discusses what financial advisers need to know about Social Security, Social Security strategies for married couples, including spousal benefits, survivor benefits, and when to claim benefits to maximize their combined income, Social...