Analog Advisor

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 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.Based on his research and experience, Matt shared his refreshing take on the role of financial advisors in providing financial support beyond investments and the importance of providing peace of mind and behavioral coaching.Book Recommendation in this Episode: Thinking Fast and Slow Send us a text- - - - - - - - - - - - - - - -Learn more about Analog AdvisorAnalog Advisor is produced by Mickenzie Vought and edited by Podcircle Subscribe Apple | SpotifyFollow Us on LinkedIn Wes Brown | Sonya Lutter | CogentBlue Have thoughts or ideas for future topics or episodes? Email us at podcast@analogadvisor.com.

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 overall well-being and life satisfaction. Wes and Sonya explore the limiting beliefs they've held around money and the importance of self-awareness and reflection in financial decisions.  Send us a text- - - - - - - - - - - - - - - -Learn more about Analog AdvisorAnalog Advisor is produced by Mickenzie Vought and edited by Podcircle Subscribe Apple | SpotifyFollow Us on LinkedIn Wes Brown | Sonya Lutter | CogentBlue Have thoughts or ideas for future topics or episodes? Email us at podcast@analogadvisor.com.

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, 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. Send us a text- - - - - - - - - - - - - - - -Learn more about Analog AdvisorAnalog Advisor is produced by Mickenzie Vought and edited by Podcircle Subscribe Apple | SpotifyFollow Us on LinkedIn Wes Brown | Sonya Lutter | CogentBlue Have thoughts or ideas for future topics or episodes? Email us at podcast@analogadvisor.com.

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 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. This episode deals with the heartbreaking topic of suicide. If your story has been impacted by suicide, we hope that today's episode meets you where you are and that in it, you might find connection and a shared hope. However, we encourage you to do what is best for you and, if needed, decide to skip it and return for our next episode. Additionally - if you or someone you love struggles with suicide ideations, we want to remind you of the 988 Suicide and Crisis Lifeline. Send us a text- - - - - - - - - - - - - - - -Learn more about Analog AdvisorAnalog Advisor is produced by Mickenzie Vought and edited by Podcircle Subscribe Apple | SpotifyFollow Us on LinkedIn Wes Brown | Sonya Lutter | CogentBlue Have thoughts or ideas for future topics or episodes? Email us at podcast@analogadvisor.com.

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 the psychology of money to empower them to manage their financial well-being.And she's doing it through The Money Habitutes - a game-like assessment used by financial professionals to help people understand and talk about their finances in a fun, constructive way.  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.About Our Guest: Cara Macksoud, FBS® is the CEO of Money Habitudes. She completed the Financial Therapy Graduate Certificate at Kansas State University and holds a BS in Finance from NYU Stern School of Business. She is a Certified Financial Behavior Specialist® and a member of the Financial Therapy Association where she serves on their business development committee. She is also a member of the Association of Financial Counseling and Planning Education (AFCPE) and is an AFC candidate.Prior to joining Money Habitudes, Cara was the CFO/COO for The Animation Project, an incentivized workforce development program for at-risk youth. Before her time in the nonprofit sector, Cara was an ETF trader for 12 years and, at the time, the youngest female to earn a trading seat on the floor of the NYSE.Connect with Cara on LinkedInLearn more about Money HabitudesRecommended Reading from this episode: Elon Musk - Walter IsaacsonSend us a text- - - - - - - - - - - - - - - -Learn more about Analog AdvisorAnalog Advisor is produced by Mickenzie Vought and edited by Podcircle Subscribe Apple | SpotifyFollow Us on LinkedIn Wes Brown | Sonya Lutter | CogentBlue Have thoughts or ideas for future topics or episodes? Email us at podcast@analogadvisor.com.

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 where he can help others. In the face of the darkest parts of humanity, Nathan witnessed sacrifice, empathy, and hope. 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. Connect with Dr. NathanRecommended Reading from this episode: The Radical Elimination of Hurry The American Story The History of Financial Planning Send us a text- - - - - - - - - - - - - - - -Learn more about Analog AdvisorAnalog Advisor is produced by Mickenzie Vought and edited by Podcircle Subscribe Apple Podcast | SpotifyFollow Us Twitter | LinkedIn | WebsiteHave thoughts or ideas for future topics or episodes, email us at podcast@analogadvisor.com

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 from his book ‘A Wealth of Well-Being,' discussing the critical role of empathy, resilience, and personal values in financial planning. You'll also learn practical strategies for integrating financial stability with life's other domains, tackling gender dynamics in finance, and the transformative power of giving back. Send us a Text Message.- - - - - - - - - - - - - - - -Learn more about Analog AdvisorAnalog Advisor is a production of Palm Tree Pod Co.Subscribe Apple Podcast | SpotifyFollow Us Twitter | LinkedIn | WebsiteHave thoughts or ideas for future topics or episodes, email us at podcast@analogadvisor.com

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 developing support resources, practicing mindfulness, and prioritizing tasks.- - - - - - - - - - - - - - - -Learn more about Analog AdvisorAnalog Advisor is a production of Palm Tree Pod Co.Subscribe Apple Podcast | SpotifyFollow Us Twitter | LinkedIn | WebsiteHave thoughts or ideas for future topics or episodes, email us at podcast@analogadvisor.com

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 both the emotional and technical dimensions of money management, offering strategies that foster lasting impact and genuine financial empowerment.- - - - - - - - - - - - - - - -Learn more about Analog AdvisorAnalog Advisor is a production of Palm Tree Pod Co.Subscribe Apple Podcast | SpotifyFollow Us Twitter | LinkedIn | WebsiteHave thoughts or ideas for future topics or episodes, email us at podcast@analogadvisor.com

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. 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.- - - - - - - - - - - - - - - -Learn more about Analog AdvisorAnalog Advisor is a production of Palm Tree Pod Co.Subscribe Apple Podcast | SpotifyFollow Us Twitter | LinkedIn | WebsiteHave thoughts or ideas for future topics or episodes, email us at podcast@analogadvisor.com

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 Director of the Children's Alliance in Kansas, discusses her journey from the National Guard to becoming a Clifton Strengths coach, and how she applies these principles to uplift and develop social workers, thereby improving outcomes for children and families.Learn how you can apply these strategies to foster success and fulfillment in your own life and the lives of those around you. - - - - - - - - - - - - - - - -Learn more about Analog AdvisorAnalog Advisor is a production of Palm Tree Pod Co.Subscribe Apple Podcast | SpotifyFollow Us Twitter | LinkedIn | WebsiteHave thoughts or ideas for future topics or episodes, email us at podcast@analogadvisor.com

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 freedom for kids through experiences like independent travel. Skenazy discusses reasonable childhood independence laws and how giving kids opportunities to overcome minor challenges and adversity can build resilience in a way that benefits both children and parents.Links: Let Grow Website | LinkedIn | InstagramFree Range Kids Website | BookLenore Skenazy on LinkedIn - - - - - - - - - - - - - - - -Learn more about Analog AdvisorAnalog Advisor is a production of Palm Tree Pod Co.Subscribe Apple Podcast | SpotifyFollow Us Twitter | LinkedIn | WebsiteHave thoughts or ideas for future topics or episodes, email us at hello@analogadvisorpodcast.com

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 positive psychology approaches may hold more promise for improving mental health than simply medicating symptoms.- - - - - - - - - - - - - - - -Learn more about Analog AdvisorAnalog Advisor is a production of Palm Tree Pod Co.Subscribe Apple Podcast | SpotifyFollow Us Twitter | LinkedIn | WebsiteHave thoughts or ideas for future topics or episodes, email us at hello@analogadvisorpodcast.com

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 handling client emotions, and the impact of financial delegation on relationships, Michael shares invaluable insights.Through candid discussion and thoughtful reflection, Michael shares practical strategies for fostering open communication, shared values, and financial empowerment within relationships.If you haven't listened to part one of their conversation, head back to the Analog Advisor feed and check it out.- - - - - - - - - - - - - - - -Learn more about Analog AdvisorAnalog Advisor is a production of Palm Tree Pod Co.Subscribe Apple Podcast | SpotifyFollow Us Twitter | LinkedIn | WebsiteHave thoughts or ideas for future topics or episodes, email us at hello@analogadvisorpodcast.com

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 expert guidance on divorce processes and the emotional complexities of navigating divorce cases from a financial perspective. Tune in to hear Michael's research-based strategies that will give you a new perspective on relationships, money, and finding solutions. Part two of this insightful conversation will drop later this month.- - - - - - - - - - - - - - - -Learn more about Analog AdvisorAnalog Advisor is a production of Palm Tree Pod Co.Subscribe Apple Podcast | SpotifyFollow Us Twitter | LinkedIn | WebsiteHave thoughts or ideas for future topics or episodes, email us at hello@analogadvisorpodcast.com

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 Dr. Sonya Lutter speak with Elizabeth about the importance of seeing individuals holistically rather than making assumptions based on external factors like wealth or grades.Tune in to find our how their unconventional career paths in finance encourages us all to removing the "shoulds" from our vocabulary. - - - - - - - - - - - - - - - -Learn more about Analog AdvisorAnalog Advisor is a production of Palm Tree Pod Co.Subscribe Apple Podcast | SpotifyFollow Us Twitter | LinkedIn | WebsiteHave thoughts or ideas for future topics or episodes, email us at hello@analogadvisorpodcast.com

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 relationship between joy, happiness, and financial well-being. We explore the multifaceted nature of happiness at different life stages and the factors that influence our well-being.Through engaging discussions on effective listening, empathy-building, and embracing new beginnings, this recap offers practical guidance for cultivating joy and financial well-being in our lives: challenges conventional notions of wealth and fulfillment, invaluable insights into retirement as a new beginning, emphasizing the importance of building empathy, spending time outdoors, and embracing generosity for lasting mental health benefits.- - - - - - - - - - - - - - - -Learn more about Analog AdvisorAnalog Advisor is a production of Palm Tree Pod Co.Subscribe Apple Podcast | SpotifyFollow Us Twitter | LinkedIn | WebsiteHave thoughts or ideas for future topics or episodes, email us at hello@analogadvisorpodcast.com

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 purpose, identity, and meaningful time spent.  Tune in to learn about the exercises he uses to help clients explore finding new purpose and living authentically according to their values in the next stage of life.- - - - - - - - - - - - - - - -Learn more about Analog AdvisorAnalog Advisor is a production of Palm Tree Pod Co.Subscribe Apple Podcast | SpotifyFollow Us Twitter | LinkedIn | WebsiteHave thoughts or ideas for future topics or episodes, email us at hello@analogadvisorpodcast.com

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 contemplating life's purpose to embracing the transformative power of kindness, Chris shares invaluable wisdom that transcends traditional financial planning. He reminds us that happiness isn't merely a fleeting goal but a sustainable state of contentment and well-being.Drawing from Buddhist philosophy, he emphasizes joy as the essence of existence, attained through acts of kindness and advocates for intrinsic motivations over isolated goals, urging us to lead lives filled with meaning and purpose rather than constantly searching for them.- - - - - - - - - - - - - - - -Learn more about Analog AdvisorAnalog Advisor is a production of Palm Tree Pod Co.Subscribe Apple Podcast | SpotifyFollow Us Twitter | LinkedIn | WebsiteHave thoughts or ideas for future topics or episodes, email us at hello@analogadvisorpodcast.com

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 relationship satisfaction, they unpack how money changes the fabric of human connection.From dialogues with Dr. Jim Grubman and Scott Rick, Sonya and Wes have some serious insight to unpack. Learn how joint vs separate bank accounts impact relationship satisfaction and why financial transparency might be the secret ingredient to lasting happiness. Tune in to challenge conventional notions of wealth and well-being and consider the role money plays in our relationships.- - - - - - - - - - - - - - - -Learn more about Analog AdvisorAnalog Advisor is a production of Palm Tree Pod Co.Subscribe Apple Podcast | SpotifyFollow Us Twitter | LinkedIn | WebsiteHave thoughts or ideas for future topics or episodes, email us at hello@analogadvisorpodcast.com

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 experiences with inherited wealth and his approach to teaching children about money management. From adapting parenting styles for affluent families to navigating wealth issues, the conversation offers valuable insights on fostering open communication and promoting positive financial literacy.Psychology, family dynamics, and family business intertwine in this invaluable conversation. Tune in to learn how we can integrate these tools for the benefit of both their family and society.- - - - - - - - - - - - - - - -Learn more about Analog AdvisorAnalog Advisor is a production of Palm Tree Pod Co.Subscribe Apple Podcast | SpotifyFollow Us Twitter | LinkedIn | WebsiteHave thoughts or ideas for future topics or episodes, email us at hello@analogadvisorpodcast.com

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 author of a new book, 'Tightwads and Spendthrifts,' which just hit shelves today. Drawing from original research and a vast body of interdisciplinary work, the book offers a roadmap for understanding your financial psychology and creating a game plan for a happy life together.Turns out, it's not just about our bank accounts - let's get past the surface of financial decisions, and take a deep dive into the intricate interplay of money, relationships, and the psychology that shapes our most intimate connections.- - - - - - - - - - - - - - - -Learn more about Analog AdvisorAnalog Advisor is a production of Palm Tree Pod Co.Subscribe Apple Podcast | SpotifyFollow Us Twitter | LinkedIn | WebsiteHave thoughts or ideas for future topics or episodes, email us at hello@analogadvisorpodcast.com

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 with a background in speech pathology and marriage counseling, and Wes, weaving the complexities of financial planning through his musical journey, bring a fresh perspective to the world of finance.In this episode, they discuss the importance of human connection, the heart of financial advising, and the books that have shaped their paths. Plus, get a sneak peek into the exciting interviews lined up for 2024, promising a year of phenomenal conversations that will elevate your understanding of finance and intentional living.Subscribe now and start your year with the wisdom, inspiration, and fun that Analog Advisor promises to deliver. Let's make 2024 a year of financial empowerment and meaningful connections! - - - - - - - - - - - - - - - -Learn more about Analog AdvisorAnalog Advisor is a production of Palm Tree Pod Co.Subscribe Apple Podcast | SpotifyFollow Us Twitter | LinkedIn | WebsiteHave thoughts or ideas for future topics or episodes, email us at hello@analogadvisorpodcast.com

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 experience with anger issues growing up, and the impact of the values instilled in him by his grandparents around education, family, and hard work, and why therapy was a game-changer.Now a highly sought-after speaker, podcaster, and author who has worked with 53 Fortune 500 companies, Marques's story is an inspiring testament to the transformative power of perseverance and self-discovery. To learn more about Marques, check out this website. - - - - - - - - - - - - - - - -Learn more about Analog AdvisorAnalog Advisor is a production of Palm Tree Pod Co.Subscribe Apple Podcast | SpotifyFollow Us Twitter | LinkedIn | WebsiteHave thoughts or ideas for future topics or episodes, email us at hello@analogadvisorpodcast.com

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 life that catalyzed his passion for teaching financial wisdom - from growing up in Gary, IN, losing his sister to domestic violence, to earning his Ph.D. and becoming an Accredited Financial Counselor. Michael has emerged as a trailblazing leader in promoting financial well-being and sustainable wealth creation for a more equitable future.Dr. Thomas is also the founder of the virtual financial coaching service Modom Solutions and the author of the book Black Financial Culture: Building Wealth from the Inside Out. Learn how vulnerability plays a key role in social capital theory and Black financial culture, and how rock bottom experiences shape our paths to generational wealth. Dr. Michael Thomas InstagramModom Solutions - - - - - - - - - - - - - - - -Learn more about Analog AdvisorAnalog Advisor is a production of Palm Tree Pod Co.Subscribe Apple Podcast | SpotifyFollow Us Twitter | LinkedIn | WebsiteHave thoughts or ideas for future topics or episodes, email us at hello@analogadvisorpodcast.com

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, podcaster, and author who has worked with 53 Fortune 500 companies, Marques measures his worth by building relationships and helping others understand the path to success. Marques's story is proof that real fortune is not always just about making it big - it's also about bouncing back. In this episode of Analog Advisor, Marques speaks with host Wes Brown about his struggle with identity and how he rebuilt his life from the ground up.Marques Ogden Website | Instagram | LinkedIn - - - - - - - - - - - - - - - -Learn more about CogentBlue Wealth AdvisorsAnalog Advisor is a production of Palm Tree Pod Co.Subscribe Apple Podcast | SpotifyFollow Us Twitter | LinkedIn | WebsiteHave thoughts or ideas for future topics or episodes, email us at hello@analogadvisorpodcast.com- - - - - - - - - - - - - - - -Learn more about Analog AdvisorAnalog Advisor is a production of Palm Tree Pod Co.Subscribe Apple Podcast | SpotifyFollow Us Twitter | LinkedIn | WebsiteHave thoughts or ideas for future topics or episodes, email us at hello@analogadvisorpodcast.com

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 want to be more intentional about their smartphone use - together. Despite the staggering statistics of impact - unhappiness, health issues, depression - Joey has hope that we will adapt and have a healthier relationship with our devices in the near future.Learn More About Aro Website | Twitter | Instagram | YouTube | Facebook | LinkedInCheck Out The Aro Podcast, hosted by Joey Odom, a new episode drops every Tuesday. - - - - - - - - - - - - - - - -Learn more about CogentBlue Wealth AdvisorsAnalog Advisor is a production of Palm Tree Pod Co.Subscribe Apple Podcast | SpotifyFollow Us Twitter | LinkedIn | WebsiteHave thoughts or ideas for future topics or episodes, email us at hello@analogadvisorpodcast.com- - - - - - - - - - - - - - - -Learn more about Analog AdvisorAnalog Advisor is a production of Palm Tree Pod Co.Subscribe Apple Podcast | SpotifyFollow Us Twitter | LinkedIn | WebsiteHave thoughts or ideas for future topics or episodes, email us at hello@analogadvisorpodcast.com

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- - - - - - - - - - - - - - - -Learn more about CogentBlue Wealth AdvisorsAnalog Advisor is a production of Palm Tree Pod Co.Subscribe Apple Podcast | SpotifyFollow Us Twitter | LinkedIn | WebsiteHave thoughts or ideas for future topics or episodes, email us at hello@analogadvisorpodcast.com- - - - - - - - - - - - - - - -Learn more about Analog AdvisorAnalog Advisor is a production of Palm Tree Pod Co.Subscribe Apple Podcast | SpotifyFollow Us Twitter | LinkedIn | WebsiteHave thoughts or ideas for future topics or episodes, email us at hello@analogadvisorpodcast.com

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 Analog Advisor, Anthony Palmer, to reflect on why we're here and what's to come. Tune in to learn about the “analog ethos” and how Wes has applied it in his personal and professional life. Plus, Anthony and Wes discuss what happens when we choose to be analog, and why it's important to examine our relationship with technology. Anthony is owner and founder of Palm Tree Pod Co. and helps people create podcasts about wellness and the human experience. To find out more, check out the show notes.- - - - - - - - - - - - - - - -Learn more about CogentBlue Wealth AdvisorsAnalog Advisor is a production of Palm Tree Pod Co.Subscribe Apple Podcast | SpotifyFollow Us Twitter | LinkedIn | WebsiteHave thoughts or ideas for future topics or episodes, email us at hello@analogadvisorpodcast.com- - - - - - - - - - - - - - - -Learn more about Analog AdvisorAnalog Advisor is a production of Palm Tree Pod Co.Subscribe Apple Podcast | SpotifyFollow Us Twitter | LinkedIn | WebsiteHave thoughts or ideas for future topics or episodes, email us at hello@analogadvisorpodcast.com

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 in math and financial economics, Sarah found herself struggling to manage her own finances. It wasn't until she confronted her relationship with money and the subconscious beliefs she held that were undermining her success that she was able to make real financial progress. Wes and Sarah explore topics such as the role our beliefs about money play in building wealth, the number one predictor of well-being, and how to confront the fears we have that could be holding us back from building wealth. Be sure to listen to the end to hear Sarah's thoughts on what our balance sheets should consist of and how to watch out for “dark patterns” and “sludge” in the financial products that we use.In This Episode:Dr. Sarah Newcomb LinkedIn | Book MorningstarArticles Discussed:The Difference Between Wealth and Well-BeingSludgeby Cass SunsteinHow to watch out for “dark patterns” and “sludge”- - - - - - - - - - - - - - - -Learn more about CogentBlue Wealth AdvisorsAnalog Advisor is a production of Palm Tree Pod Co.Subscribe Apple Podcast | SpotifyFollow Us Twitter | LinkedIn | WebsiteHave thoughts or ideas for future topics or episodes, email us at hello@analogadvisorpodcast.com- - - - - - - - - - - - - - - -Learn more about Analog AdvisorAnalog Advisor is a production of Palm Tree Pod Co.Subscribe Apple Podcast | SpotifyFollow Us Twitter | LinkedIn | WebsiteHave thoughts or ideas for future topics or episodes, email us at hello@analogadvisorpodcast.com

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 WebsiteBuy The Future Is Analog - - - - - - - - - - - - - - - -Learn more about CogentBlue Wealth AdvisorsAnalog Advisor is a production of Palm Tree Pod Co.Subscribe Apple Podcast | SpotifyFollow Us Twitter | LinkedIn | WebsiteHave thoughts or ideas for future topics or episodes, email us at hello@analogadvisorpodcast.com- - - - - - - - - - - - - - - -Learn more about Analog AdvisorAnalog Advisor is a production of Palm Tree Pod Co.Subscribe Apple Podcast | SpotifyFollow Us Twitter | LinkedIn | WebsiteHave thoughts or ideas for future topics or episodes, email us at hello@analogadvisorpodcast.com

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 Millionaire Next Door: The Surprising Secrets of America's Wealthy., was a NYT best seller and shattered the myths many people believed about what it takes to become a millionaire. Sarah and her father were working on the follow-up to The Millionaire Next Door when Dr. Stanley died in a car crash in 2015. Over the next few years, Dr. Fallaw continued what she and her father started, ultimately releasing The Next Millionaire Next Door: Enduring Strategies for Building Wealth in 2018. Sarah joins us to describe what's different about millionaires, more than two decades later… and what's remained the same.In This Episode: DatapointsDr. Thomas StanleyThe Millionaire Next Door The Next Millionaire Next Door Seed- - - - - - - - - - - - - - - -Learn more about CogentBlue Wealth AdvisorsAnalog Advisor is a production of Palm Tree Pod Co.Subscribe Apple Podcast | SpotifyFollow Us Twitter | LinkedIn | WebsiteHave thoughts or ideas for future topics or episodes, email us at hello@analogadvisorpodcast.com- - - - - - - - - - - - - - - -Learn more about Analog AdvisorAnalog Advisor is a production of Palm Tree Pod Co.Subscribe Apple Podcast | SpotifyFollow Us Twitter | LinkedIn | WebsiteHave thoughts or ideas for future topics or episodes, email us at hello@analogadvisorpodcast.com

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 moral perils and challenges that arise as we accumulate wealth.In This Episode: Father Nick HamiltonOld North AbbeyTwo Priests Talking PodcastGilead by Marilynne RobinsonPaint MountainBaker Creek Preserve- - - - - - - - - - - - - - - -Learn more about CogentBlue Wealth AdvisorsAnalog Advisor is a production of Palm Tree Pod Co.Subscribe Apple Podcast | SpotifyFollow Us Twitter | LinkedIn | WebsiteHave thoughts or ideas for future topics or episodes, email us at hello@analogadvisorpodcast.com- - - - - - - - - - - - - - - -Learn more about Analog AdvisorAnalog Advisor is a production of Palm Tree Pod Co.Subscribe Apple Podcast | SpotifyFollow Us Twitter | LinkedIn | WebsiteHave thoughts or ideas for future topics or episodes, email us at hello@analogadvisorpodcast.com

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 into growing wealth after graduation. Wes describes how athletes can responsibly manage money earned through NIL opportunities. We discuss our favorite recent nillies. Wes brings up one of our all-time favorites, Josh Paschal's run as the Defender of Decay for Steckler Pediatric Dentistry. We also discuss Decoldest Crawford's deal with SOS Heating and Cooling and The Matador Club's deal with Texas Tech football players.We hear from Nillie Athlete Sai Brown and learn more about his personal brand and interests.To learn more about our Nillie platform, visit nillie.io or email contact@victreefi.com.In This Episode:CogentBlue Wealth AdvisorsWes BrownNillie.ioDefender of DecaySteckler Pediatric DentistryDecoldest CrawfordThe Matador ClubSai BrownVicTreeFi on Instagram | Facebo- - - - - - - - - - - - - - - -Learn more about Analog AdvisorAnalog Advisor is a production of Palm Tree Pod Co.Subscribe Apple Podcast | SpotifyFollow Us Twitter | LinkedIn | WebsiteHave thoughts or ideas for future topics or episodes, email us at hello@analogadvisorpodcast.com

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 building and selling a financial planning practice, and ultimately starting a fintech company. In this episode, Wes and Bob discuss a handful of topics, but the primary focus is on life-centered financial planning. They explore what it means to put money in service to your life as opposed to the opposite, and why this approach leads to better outcomes. In This Episode: Touchstone PathwayMoney QuotientEtchThe Loveless CafeNatchez Trace ParkwayDiscover Your Destiny by Bill and Kathy Peel- - - - - - - - - - - - - - - -Learn more about CogentBlue Wealth Advisors Analog Advisor is a production of Palm Tree Pod Co.Subscribe Apple Podcast | SpotifyFollow Us Twitter | LinkedIn | WebsiteHave thoughts or ideas for future topics or episodes, email us at hello@analogadvisorpodcast.com- - - - - - - - - - - - - - - -Learn more about Analog AdvisorAnalog Advisor is a production of Palm Tree Pod Co.Subscribe Apple Podcast | SpotifyFollow Us Twitter | LinkedIn | WebsiteHave thoughts or ideas for future topics or episodes, email us at hello@analogadvisorpodcast.com

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 thinking critically before adopting the latest technology, the difference between innovation and invention, and the role of empathy and connection in decision-making.In This Episode: David's Website  | David on TwitterThe Revenge of Analog (Book) Schwartz's Deli MontrealThe Glass Cage: How Our Computers are Changing Us by Nicholas CarrLearn more about CogentBlue Wealth Advisors Analog Advisor is a production of Palm Tree Pod Co. Subscribe Apple Podcast | Spotify Follow Us Twitter | LinkedIn | WebsiteHave thoughts or ideas for future topics or episodes, email us at hello@analogadvisorpodcast.com- - - - - - - - - - - - - - - -Learn more about Analog AdvisorAnalog Advisor is a production of Palm Tree Pod Co.Subscribe Apple Podcast | SpotifyFollow Us Twitter | LinkedIn | WebsiteHave thoughts or ideas for future topics or episodes, email us at hello@analogadvisorpodcast.com

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 be talking with everyday people sharing their transformational experiences, researchers, authors, and financial planners who will discuss how they work to improve client wellbeing.As CERTIFIED FINANCIAL PLANNERS, Wes and Sonya are both invested in the idea of authenticity, and are committed to exploring how money significantly impacts the way we live our daily lives. - - - - - - - - - - - - - - - -Learn more about Analog AdvisorAnalog Advisor is a production of Palm Tree Pod Co.Subscribe Apple Podcast | SpotifyFollow Us Twitter | LinkedIn | WebsiteHave thoughts or ideas for future topics or episodes, email us at hello@analogadvisorpodcast.com