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.

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.

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.

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.

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.

Dr. Nathan, 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. 

Wes Brown and Sonya Lutter are joined by renowned behavioral finance expert Meir Statman to learn how our financial decisions impact our life satisfaction.

Hosts Dr. Sonya Lutter and Wes Brown discuss effective strategies for managing financial stress, like developing support resources, practicing mindfulness, and prioritizing tasks.

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.

Dr. Grubman sits down with hosts Wes Brown and Dr. Sonya Lutter to share effective strategies for nurturing financially savvy children, confidently navigating complex wealth issues, and more.

Shanna Jager, with decades of experience, shares how a strengths-based approach transforms personal growth and family finances.

Lenore Skenazy shares how giving kids opportunities to overcome minor challenges and adversity can build resilience in a way that benefits both children and parents.

Dr. Sonya Lutter and Wes Brown reflect on past conversations about mental health and navigating the combined emotional and financial implications of relationship changes.

Michael Kothakota provides practical advice and expert guidance on divorce processes and the emotional complexities of navigating divorce cases from a financial perspective.

Now, as an investment associate, Elizabeth Afeman shares her journey of overcoming mental health struggles and challenging societal assumptions.

From exploring different "lands of wealth" to the impact of financial transparency on relationship satisfaction, Wes Brown and Sonya Lutter unpack how money changes the fabric of human connection.

Dan Haylett shares his philosophy of helping clients transition to retirement by prioritizing purpose, identity, and meaningful time spent.

From contemplating life's purpose to embracing the transformative power of kindness, Chris Budd shares invaluable wisdom that transcends traditional financial planning.

From exploring different "lands of wealth" to the impact of financial transparency on relationship satisfaction, Wes Brown and Sonya Lutter unpack how money changes the fabric of human connection.

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.