Learn about the importance of behavioral finance in understanding investor emotions, decision-making, and common behavioral mistakes investors make with Chief Behavioral Officer, at RFG Advisory, Brendan Frazier.

00:00 Introduction

03:29 Journey into Behavioral Finance

12:21 Behavioral Mistakes Investors Make

14:17 The Impact of Past Experiences on Financial Behavior

22:43 The Rivalry Between Current and Future Sel

25:15 Understanding Client Goals and Motivations

30:50 The SAFE Framework for Clients

38:11 Setting Expectations to Mitigate Fear

42:39 The Impact of Technology on Human Behavior

44:56 Trend or Fad?

Hear how understanding individual money stories and shared contributions helps couples build a healthier relationship with each other through money, with Money Together authors Douglas and Heather Boneparth.

00:00 Introduction

02:06 The Book Launch and Reception

10:59 The Impact of Personal Experiences on Financial Views

21:05 Navigating Difficult Conversations About Money

31:39 The Importance of Financial Knowledge

32:11 Joint vs. Separate Accounts

34:26 Navigating Financial Agency

36:23 Addressing Non-Financial Risks

39:43 Planning for Future Caregiving

42:01 The Impact of Technology on Relationships

44:30 Trend or Fad?

Learn how online investing is redefining transparency, trust, and community for the next generation of retail investors from Blossom CEO Max Nicholson.

00:00 Introduction

02:22 What Is Blossom?

07:14 Privacy vs. Transparency

09:20 Blossom Origin Story

19:59 Where Blossom Fits in the Investor Lifecycle

22:05 Can Tech Help Advisors Serve Smaller Accounts?

29:45 Covered-Call & Single-Stock ETFs: Education vs. Yield-Chasing

34:00 Is the Meme-Stock Era Over?

35:57 Diversification vs. Thematics

39:45 Long-Term Retail Trends

47:24 Trend or Fad?