Shows
Land & Everything Else39. Cash Flow, Income, and Retirement with Income LabRetirement planning has come a long way, and Income Lab is leading the charge with a smarter, adaptive approach.On this episode of “Land & Everything Else,” we bring on Dr. Michael Kothakota, Dr. Derek Tharp, and Dr. Justin Fitzpatrick.Instead of outdated "probability of failure" metrics, their software helps advisors create flexible, personalized spending plans that adjust to life’s inevitable changes.Key Takeaways:- Get beyond the 4% rule with real-world spending models- Optimize withdrawals & taxes with cutting-edge tools- Focus on cash flow—even for alternat...2025-05-0132 min
Planning & Beyond®21. Financial Planning for Women Post-Divorce: Research Insights and Practical Strategies with Michael KothakotaText us to share what you found helpful!In this episode, financial planning practitioner and researcher Michael Kothakota shares evidence-based approaches for supporting women through divorce financial planning. Drawing from his extensive research and practice experience at WolfBridge Wealth, Michael reveals how traditional divorce processes often fail to address individual needs. But, by advisors taking a collaborative approach better outcomes are created not only for the client, but also the advisor-client relationship. Ashley discusses with Michael his research findings on alimony, saving behaviors, and gender differences in financial decision-making post-divorce. Something that every advisor out there should...2025-03-2739 min
Analog AdvisorMental Health, Divorce Finance, and the Promise of Positive PsychologyIn 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.Send us a text- - - - - - - - - - - - - - - -Learn more about Analog A...2024-06-0529 minAnalog AdvisorDivorce and Financial Planning with Michael Kothakota, Part 2In 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...2024-05-2147 min
Heart of Advice Podcast, Presented by eMoneyCouples & Money: Keeping Clients on the Same Page with Sonya Lutter and Michael KothakotaHave you ever served a couple who couldn’t see eye to eye on financial decisions? In episode 2 of the Heart of Advice Podcast, we dive deep into keeping couples in financial alignment in your planning practice. Joining us are two guests with tips to help you navigate challenging conversations. First, we’ll hear from Sonya Lutter, Ph.D., CFP®, LMFT, Director of Financial Health and Wellness and Masters programs at Texas Tech University. She shares insights from her research, her training as a therapist, as well as a values exercise from her book, A Couples Guide to Love & Money...2024-05-0958 min
Analog AdvisorNavigating Divorce and Financial Planning with Michael Kothakota, Part 1Financial 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 d...2024-05-0759 min
The Most Hated F-WordHow to Balance Your Future and Present Financial Needs for FulfillmentWith Dr. Michael Kothakota | CEO of WolfBridge Wealth | Researcher
BIO:
Dr. Michael Kothakota has been a financial planning practitioner for over 18 years. He currently serves as CEO of WolfBridge Wealth, a Registered Investment Advisor firm and is the former Head of Research at CFP Board. As a researcher and innovator, he operates and conducts research at the intersection of artificial intelligence and the psychology of financial planning. Dr. Kothakota has consulted for financial technology firms and has developed behavioural models to assist with the delivery of financial planning services via technology platforms. He is an experienced instructor and teaches at...2023-09-1453 min
On the Circuit20. Dr. Kristy Archuleta, Dr. Michael Kothakota and Ed Coambs on the Psychology of Financial PlanningGet “financially naked” with our guests this week as they delve into the future of financial planning, client-advisor communication techniques and the psychology behind different approaches to financial planning. Dr. Kristy Archuleta, a University of Georgia professor; Dr. Michael Kothakota, CFP Board Head of Research and CEO of WolfBridge Wealth; and Ed Coambs, Founder of Healthy Love and Money, sit down with Three Crowns at the 2023 Shift Conference to tell it all.And if you want to le...2023-06-071h 00
Real Money, Real ExpertsMeasuring Client Impact with Michael Kothakota, PhD, CFP®, AFC®Our guest today, Michael Kothakota is the head of research at the CFP Board. In this episode, we learn about Michael’s path into financial services, and how the AFC curriculum - on the way to becoming a planner - helped broaden his perspective and enabled him to better support clients. We discuss how critical it is for financial professionals to be able to effectively connect solutions to human needs, and the importance of relational skills and building trust with our clients. We also get a glimpse into the early stages of CFP Board’s client impact stud...2023-06-0630 min