
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
| Publishes | Twice monthly | Episodes | 153 | Founded | 6 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Business | |||

This year’s “Best of” episode is a highlight reel of the most impactful, yet practical strategies discussed in this year’s Human Side of Money podcast episodes. These strategies are designed for Financial Advisors who want human-centric steps they ca... more
Most Advisors build plans around numbers. Emily Rassam builds them around people.
In this episode of The Human Side of Money, Brendan sits down with Emily Rassam, Partner and Senior Financial Planner, to explore how she infuses purpose and emotion ... more
At 38, Rick Foerster became financially independent after helping build a healthcare startup that went public. By every external measure, he had “enough.” But internally, he felt restless, disoriented, and unsure of what came next.
In this candid c... more
What happens when you chase growth, double revenue year after year, and finally realize the business you’ve built is slowly consuming your life?
Brad Johnson, Co-Founder of Triad Partners and former host of The Elite Advisor Blueprint, shares the ra... more
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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!
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.
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!
An absolute MUST listen for any advisor looking to stay relevant and truly serve their clients with intent and care.
As a financial life planner the human side of money is everything. This podcast has the best guests in the industry speaking on this important topic. If you’re a financial advisor and at all curious about how to show up better for your clients this is what you should be listening to!
Key themes from listener reviews, highlighting what works and what could be improved about the show.
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #247 |
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Focused on the emotional and psychological dimensions of finance, this podcast addresses the complexities of financial advising, emphasizing client engagement and human connection. Topics often include behavioral finance, values-based financial planning, and the importance of aligning clients' financial decisions with their personal values and life goals. It features expert guests discussing their innovative ideas, methodologies, and real-life experiences within the financial advisory sector, making it a crucial resource for professionals looking to enhance their practice and foster deeper client relationships. Each episode offers practical insights designed to help advisors navigate the often intricate emotional landscape that accompanies ... more
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These podcasts share a similar audience with The Human Side of Money:
1. Kitces and Carl - Real Talk for Real Financial Advisors
2. The Long View
3. The Efficient Advisor: Tactical Business Advice for Financial Planners
4. Ask The Compound
5. Huberman Lab
The Human Side of Money launched 6 years ago and published 153 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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Recent guests on The Human Side of Money include:
1. Rick Foerster
2. Brad Johnson
3. Shannon Harris
4. Fritz Gilbert
5. Dr. Megan McCoy
6. Tony Hixon
7. Libby Greiwe
8. Stacy Havener
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.