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.

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Analog Advisor is a production of Palm Tree Pod Co.

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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.

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Learn more about Analog Advisor
Analog Advisor is a production of Palm Tree Pod Co.

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Have 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.

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Learn more about Analog Advisor
Analog Advisor is a production of Palm Tree Pod Co.

Subscribe Apple Podcast | Spotify
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Have 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 | Instagram
Free Range Kids Website | Book
Lenore Skenazy on LinkedIn

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Learn more about Analog Advisor
Analog Advisor is a production of Palm Tree Pod Co.

Subscribe Apple Podcast | Spotify
Follow Us Twitter | LinkedIn | Website
Have thoughts or ideas for future topics or episodes, email us at podcast@analogadvisor.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.

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Learn more about Analog Advisor
Analog Advisor is a production of Palm Tree Pod Co.

Subscribe Apple Podcast | Spotify
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Have thoughts or ideas for future topics or episodes, email us at podcast@analogadvisor.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.

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Learn more about Analog Advisor
Analog Advisor is a production of Palm Tree Pod Co.

Subscribe Apple Podcast | Spotify
Follow Us Twitter | LinkedIn | Website
Have thoughts or ideas for future topics or episodes, email us at podcast@analogadvisor.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.

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Learn more about Analog Advisor
Analog Advisor is a production of Palm Tree Pod Co.

Subscribe Apple Podcast | Spotify
Follow Us Twitter | LinkedIn | Website
Have thoughts or ideas for future topics or episodes, email us at podcast@analogadvisor.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.

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Learn more about Analog Advisor
Analog Advisor is a production of Palm Tree Pod Co.

Subscribe Apple Podcast | Spotify
Follow Us Twitter | LinkedIn | Website
Have thoughts or ideas for future topics or episodes, email us at podcast@analogadvisor.com