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.

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.

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.

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.

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. 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.

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. 

Wes Brown and Sonya Lutter are joined by renowned behavioral finance expert Meir Statman to learn how our financial decisions impact our life satisfaction.