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The Human Side of Money

Brendan Frazier
Behavioral Finance
Financial Planning
Financial Advisors
Emotional Intelligence
Client Experience
Retirement
Financial Advisory
Client Engagement
Client Relationships
Retirement Planning
Communication Strategies
Market Volatility
Referrals
Trust Building
Client Retention
Client Communication
Grief Literacy
Life Transitions
Client Outcomes
Relationship Marketing

Are you ready to delve into the emotional side of money, enhance your practice, and forge deeper connections with your clients? The Human Side of Money Podcast offers actionable ideas and strategies to empower financial advisors with the skills needed to excel in understanding the behavioral aspects of finance. Join Chief Behavioral Officer Brendan Frazier as he shares invaluable insights, tips an... more

PublishesMonthlyEpisodes159Founded6 years ago
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Artwork for The Human Side of Money

Latest Episodes

Most Advisors are not lacking discipline. They are lacking capacity.

In this episode, Brendan Frazier explores a common frustration inside advisory businesses. You know what needs to get done. You have clear priorities. But by the end of the day, t... more

YouTube

Most financial decisions aren’t math problems. They’re emotional.

In this episode, Brendan Frazier sits down with Parul Somani to break down why traditional decision-making frameworks fail when uncertainty is high and emotions are involved.

Par... more

YouTube

Most Advisors don’t struggle because they aren’t working hard enough; they struggle because their business hasn’t been intentionally designed to scale.

In this episode, Brendan Frazier shares a powerful lesson from Ray Kroc, the visionary behind Mc... more

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Most financial planning is built around goals.

Goals like:

* Retiring at 60

* Spending more time traveling

* Leaving a legacy through philanthropy

But there’s a structural flaw in that model: human beings are notoriously poor predict... more

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Recent Guests

Parul Somani
Global keynote speaker, mindset coach, author of The Path of Least Regret
Episode: 155: The Path of Least Regret: A Better Way to Make Decisions Under Uncertainty
Meghaan Lurtz
Partner at Shaping Wealth; Partner at Beyond The Plan; regular Kitsis contributor
Shaping Wealth; Beyond The Plan
Episode: 153: Rethinking Goals-Based Financial Planning: Using Behavioral Experiments to Improve Client Outcomes with Meghaan Lurtz
Rick Foerster
Entrepreneur and author exploring the psychological aspects of financial independence
Episode: 148: The Dark Side of Financial Freedom No One Prepares You For with Rick Foerster
Brad Johnson
Entrepreneur and host of Do Business, Do Life
Triad Partners
Episode: 148: Do Business, Do Life: Redefining What Advisor Success Looks Like with Brad Johnson
Shannon Harris
Managing partner and advisor at Ecclesiastes Wealth Partners, a top women wealth advisor
Ecclesiastes Wealth Partners
Episode: 146: From IQ to EQ: A Process For Delivering Values-Based Advice With Shannon Harris
Fritz Gilbert
Founder of The Retirement Manifesto and author of Keys to a Successful Retirement
The Retirement Manifesto
Episode: 145: How One Retiree Experimented His Way to a Fulfilling Retirement with Fritz Gilbert
Dr. Megan McCoy
Associate professor at Kansas State University, certified financial therapist, and co-author of Financial Planning Counseling Skills
Kansas State University
Episode: 144: How To Stay Connected (And Deepen Trust) Between Client Meetings With Dr. Megan McCoy
Tony Hixon
Co-founder and CEO of Hixon Zuercher Capital Management, author of Retirement Stepping Stones
Hixon Zuercher Capital Management
Episode: 143: Why Every Retirement Plan Needs Purpose Before Portfolios with Tony Hixon
Libby Greiwe
Founder of The Efficient Advisor, keynote speaker, and author
The Efficient Advisor
Episode: 142: Transforming Your Onboarding Process Into A Referral Engine with Libby Greiwe

Host

Brendan Frazier
Host of The Human Side of Money

Reviews

4.9 out of 5 stars from 184 ratings
  • A MUST for any human focused advisor

    I’ve been a long time listener and I’ve learned so much from Brendan and his guests. Great way to explore ideas to enhance your BeFi experience and become a better advisor and conversationalist

    Apple Podcasts
    5
    ECR27
    United States4 months ago
  • Essential for Financial Advisors

    The podcast is a must-listen for advisors who want to go beyond numbers and connect deeply with clients. The episode with Dan Haylett on the psychology of retirement was especially powerful - it highlighted why decumulation can be even harder than saving. Every episode offers practical wisdom on trust, behavior, and building stronger relationships. Highly recommend!

    Apple Podcasts
    5
    Elizabeth_Toth
    Netherlands8 months ago
  • Almost Perfect

    Love the concept and content. You consistently bring relevant guests speaking on relevant topics. My only critique is as a host you’re just too wordy and often break the flow of what the guest is sharing. Editing your delivery would be my constructive feedback.

    Apple Podcasts
    4
    srg_chi
    United Statesa year ago
  • Great Listen

    As a young financial planner, I always learn something on the podcast. Communication and listening is so important clients.

    Thank you for shortening some of the podcast episodes. 1.5 hour long podcasts each week can be daunting even at 1.5x speed!

    Apple Podcasts
    5
    Mikelz15
    United States2 years ago
  • Great Podcast

    An absolute MUST listen for any advisor looking to stay relevant and truly serve their clients with intent and care.

    Apple Podcasts
    5
    Kosmo33
    Canada3 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Feedback highlights guest variety and the human-focused lens on money.
Listeners praise practical, actionable insights for advisors.
Many cite improved client connection and trust from behavioral approaches.

Top Business Podcasts

Talking Points

Recent interactions between the hosts and their guests.

153: Rethinking Goals-Based Financial Planning: Using Behavioral Experiments to Improve Client Outcomes with Meghaan Lurtz
Q: How do you see vision, experiments, and goals working together in a client discovery meeting?
Vision sets the emotional why, goals are the tangible manifestations, and experiments sit in the middle to test what actually works, ensuring the goals align with what genuinely brings joy and meaning to the client.
146: From IQ to EQ: A Process For Delivering Values-Based Advice With Shannon Harris
Q: How did you assess the impact of values-based advice on your practice?
By tracking referrals, client satisfaction, and noticing that clients are increasingly using money for things that truly matter to them.
146: From IQ to EQ: A Process For Delivering Values-Based Advice With Shannon Harris
Q: How would you explain values-based advice to someone that doesn't really know?
It's the combination of the financial planning component plus life planning; focusing on what's important to the clients, not the advisor's practice values.
145: How One Retiree Experimented His Way to a Fulfilling Retirement with Fritz Gilbert
Q: How would you describe the purpose of your '10 Commandment' article for retirement?
It was a reflective piece to set my mindset and guidelines for what I wanted retirement to represent, focusing on non-financial aspects.
143: Why Every Retirement Plan Needs Purpose Before Portfolios with Tony Hixon
Q: Do you feel like that's the norm? Or are they just a small representation?
People connect with stories. This isn't on many clients' radar until I share my story; then they wonder about their own futures and we can explore what retirement means for them.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About The Human Side of Money

What is The Human Side of Money about and what kind of topics does it cover?

This program centers on the human and behavioral side of money, with a clear emphasis on how emotions, psychology, and storytelling shape clients' financial decisions. Episodes frequently feature practitioners and researchers who share practical frameworks for improving client engagement, planning conversations, and reducing anxiety through values-based approaches, structured onboarding, and goal-oriented experiments. A standout thread across recent episodes is the focus on the emotional journey of clients—retirement, money meaning, and identity—paired with actionable methods for advisors to implement immediately, from onboarding rituals to four-step processes for client conversations.

Noteworthy strengths include a strong emphasis on beha... more

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How many listeners does The Human Side of Money get?

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Which podcasts are similar to The Human Side of Money?

These podcasts share a similar audience with The Human Side of Money:

1. Kitces and Carl - Real Talk for Real Financial Advisors
2. The Efficient Advisor: Tactical Business Advice for Financial Planners
3. Talking Wealth
4. Barron's Advisor
5. The Compound and Friends

How many episodes of The Human Side of Money are there?

The Human Side of Money launched 6 years ago and published 159 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact The Human Side of Money?

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Rephonic pulls ratings and reviews for The Human Side of Money from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

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What guests have appeared on The Human Side of Money?

Recent guests on The Human Side of Money include:

1. Parul Somani
2. Meghaan Lurtz
3. Rick Foerster
4. Brad Johnson
5. Shannon Harris
6. Fritz Gilbert
7. Dr. Megan McCoy
8. Tony Hixon

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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