Shows
Analog AdvisorThe Differentiating Factors of a Sound Wealth Advisor with Matt SommerWhat is the role of a wealth advisor? What are the conversations, holistic strategies, and skill sets that set a sound advisor apart from a mediocre one? 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.Based on his r...2024-11-1951 minAnalog AdvisorMaking Meaning of Our Money HabitsIn 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. The conversation explores how our personal beliefs, attitudes, and habits around money form our Money Habitudes that shape our finances and overall well-being and life satisfaction. Wes and Sonya explore the limiting beliefs they've held around money and the importance of self-awareness and reflection in financial decisions. Send us a text...2024-11-0525 minAnalog AdvisorWhere Money Intersects with Meaning with Dr. Daniel CrosbyWhen asked to describe what he does, today’s guest says that he deals with the messiness of money as it intersects with the strangeness and oddity of being a human being. 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. Send us a text2024-10-2245 minAnalog AdvisorDeveloping Resiliency through Grief with Dr. Sonya LutterGrief and loss are a part of being human. While it may be a universal experience, many of us don’t know how to feel it for ourselves, let alone meet our loved ones in their grief. In today’s episode, 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 defin...2024-10-0846 minAnalog AdvisorFacilitating Better Financial Conversations with Cara MacksoudWe know that our beliefs and behaviors around money are deeply personal. However, many financial professionals still try to keep the personal stuff out of the conversation.What if there was a way for us to have better financial conversations? 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.And she’s doing it through The Money Habitutes - a game-like assessment used by financial professionals to help people understand and talk about their fina...2024-09-2457 minAnalog AdvisorDiscovering Hope and Empathy in the Face of Tragedy with Dr. Nathan HarnessOn the morning of 9/11, Dr. Nathan Harness was a young stockbroker starting his second day working in the World Trade Center. The events that unfolded that day have altered the world as we know it. For Nathan, surviving this traumatic and life-altering experience has shaped how he approaches every aspect of his life and spurred him to a profession where he can help others. In the face of the darkest parts of humanity, Nathan witnessed sacrifice, empathy, and hope. Dr. Nathan, Professor and Director of Financial Planning at Texas A&M, joins Wes Brown and Dr...2024-09-101h 02Analog AdvisorThe Pursuit of Life Well-Being with Meir StatmanHow does our understanding of money shape our pursuit of happiness? Wes Brown and Sonya Lutter are joined by renowned behavioral finance expert Meir Statman to learn how our financial decisions impact our life satisfaction and explore the intersection of money and psychology through Meir’s extensive research and experiences.Meir shares insights from his book ‘A Wealth of Well-Being,’ discussing the critical role of empathy, resilience, and personal values in financial planning. You’ll also learn practical strategies for integrating financial stability with life’s other domains, tackling gender dynamics in finance, and the transformative power of giving...2024-08-281h 03Analog AdvisorWealth and Well-Being: Coping with Stress and AnxietyWhat's the relationship between wealth, stress, and anxiety? It's more nuanced than you may think. Hosts Dr. Sonya Lutter and Wes Brown reflect on insights from experts like Dr. Jim Grubman, Moira Somers and Lenore Skenazy, debunking the myth that more money means less stress. Tune in to learn effective strategies for managing stress, like developing support resources, practicing mindfulness, and prioritizing tasks.Send us a text- - - - - - - - - - - - - - - -Learn more about Analog AdvisorA...2024-08-1338 minAnalog AdvisorBlending Emotional Intelligence and Financial Advising with Dr. Moira SomersDoes 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.Send us a text- - - - - - - - - - - - - - - -Learn m...2024-07-3041 minAnalog AdvisorThe Evolution of Family Wealth Management with Dr. Jim GrubmanHave 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.Send us a text...2024-07-1652 minAnalog AdvisorKeeping Our Strengths in Focus with Shanna JagerWith 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 ca...2024-07-0257 minAnalog AdvisorRaising Resilient Kids: A Conversation with "America's Worst Mom" Lenore SkenazyIs 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...2024-06-1949 minAnalog 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
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 minAnalog AdvisorNew Narratives on Mental Health and Wealth with Elizabeth AfemanMoney 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 "s...2024-04-231h 09
Analog AdvisorNavigating Joy and Financial Well-BeingFrom the profound wisdom of finding internal happiness beyond material possessions to the transformative power of intentionally seeking positive experiences in life, our recent episodes have been deeply clarifying.Sonya Lutter and Wes Brown reflect on insightful conversations with guests Chris Budd and Dan Haylett. Delving into the intricate relationship between joy, happiness, and financial well-being. We explore the multifaceted nature of happiness at different life stages and the factors that influence our well-being.Through engaging discussions on effective listening, empathy-building, and embracing new beginnings, this recap offers practical guidance for cultivating joy and financial...2024-04-0939 min
Analog AdvisorFinding Purpose and Authenticity in Retirement with Dan HaylettHow can you stitch together a fulfilling life in retirement when you lose the identity and social connections that came with your career? Wes Brown and Dr. Sonya Lutter sit down with financial advisor Dan Haylett to talk about exercises for a confident transition.Dan shares his philosophy of helping clients transition to retirement by prioritizing purpose, identity, and meaningful time spent. Tune in to learn about the exercises he uses to help clients explore finding new purpose and living authentically according to their values in the next stage of life.Send us a text2024-03-281h 02
Analog AdvisorThe Path to True Well-Being: Rethinking Money and Happiness with Chris BuddWhen financial planner and author Chris Budd redefined 'financial well-being,' it changed his entire outlook on coaching. Join hosts Wes Brown and Dr. Sonya Lutter as they learn the practical coaching techniques Chris uses to help his clients find purpose beyond wealth, challenging conventional assumptions about money and happiness. From contemplating life's purpose to embracing the transformative power of kindness, Chris shares invaluable wisdom that transcends traditional financial planning. He reminds us that happiness isn't merely a fleeting goal but a sustainable state of contentment and well-being.Drawing from Buddhist philosophy, he emphasizes joy a...2024-03-121h 00
Analog AdvisorWealth, Relationships, and Finding ContentmentWealth isn't just about the money—it's about the richness of our relationships, the quality of our time, and the sense of contentment in our lives. In this episode, hosts Wes Brown and Sonya Lutter reflect on the first quarter of conversations on Analog Advisor. From exploring different "lands of wealth" to the impact of financial transparency on relationship satisfaction, they unpack how money changes the fabric of human connection.From dialogues with Dr. Jim Grubman and Scott Rick, Sonya and Wes have some serious insight to unpack. Learn how joint vs separate bank accounts impact relationship sa...2024-02-2841 min
Analog AdvisorNavigating Wealth: Financial Literacy and Open Communication in Families with Dr. Jim GrubmanHow does financial literacy and open communication help families navigate wealth and plan for the future? Family wealth consultant Dr. Jim Grubman joins hosts Wes Brown and Dr. Sonya Lutter to dissect the intersection of wealth, psychology, and legacy.Jim shares his career journey from psychology to wealth management, including into his personal experiences with inherited wealth and his approach to teaching children about money management. From adapting parenting styles for affluent families to navigating wealth issues, the conversation offers valuable insights on fostering open communication and promoting positive financial literacy.Psychology, family dynamics, and...2024-02-1354 min
Analog AdvisorMoney and Matrimony with Scott RickEver wondered how your spending habits shape your relationships? Scott Rick, a behavioral scientist at the University of Michigan's Ross School of Business, knows that many people do. In this episode of Analog Advisor, hosts Wes Brown and Sonya Lutter sit down with Scott to help us understand how money impacts matrimony, and more.Scott is the author of a new book, 'Tightwads and Spendthrifts,' which just hit shelves today. Drawing from original research and a vast body of interdisciplinary work, the book offers a roadmap for understanding your financial psychology and creating a...2024-01-0949 min
Analog AdvisorEmbark on a Journey of Financial Wisdom in 2024 with Analog AdvisorAs we step into a new year, what better way to kickstart your journey than with insights from the dynamic duo of Analog Advisor? Join hosts Wes Brown and Sonya Lutter in their introduction episode as they share their unique paths into financial planning, emphasizing the power of relationships over money.Sonya, a trailblazer in financial therapy with a background in speech pathology and marriage counseling, and Wes, weaving the complexities of financial planning through his musical journey, bring a fresh perspective to the world of finance.In this episode, they discuss the importance of...2024-01-0148 min
Analog AdvisorFrom Eight Figures to $8.25/hour with Marques Ogden, Part IIFrom the gridiron of the NFL to the boardrooms and bankruptcy courtrooms, Marques Ogden has experienced the highs and lows of success. Now, he's on a mission to leave a legacy.In this episode of Analog Advisor, host Wes Brown sits down with Marques for part two of their conversation about making it big - and bouncing back. Marques shares his experience with anger issues growing up, and the impact of the values instilled in him by his grandparents around education, family, and hard work, and why therapy was a game-changer.Now a highly sought-after...2023-11-3040 min
Analog AdvisorBuilding Generational Wealth with Dr. Michael ThomasMichael G. Thomas Jr., Ph.D., is an Accredited Financial Counselor (AFC) and a lecturer at the University of Georgia. His research focuses on financial empathy and self-compassion, data visualization’s effects on financial behavior, and the connection between brain function and money. Wes and Dr. Thomas dive deep into the pivotal moments of his life that catalyzed his passion for teaching financial wisdom - from growing up in Gary, IN, losing his sister to domestic violence, to earning his Ph.D. and becoming an Accredited Financial Counselor. Michael has emerged as a trailblazing lea...2023-06-291h 32
Analog AdvisorFrom Eight Figures to $8.25/hour with Marques OgdenAfter playing college football at Howard University and spending five years in the NFL, Marques Ogden started and grew an 8-figure construction company. However, his ego got in the way, leading him to file for Chapter 7 bankruptcy with only $400 to his name. He went from being a millionaire to making $8.25/hr. Now a highly sought-after speaker, podcaster, and author who has worked with 53 Fortune 500 companies, Marques measures his worth by building relationships and helping others understand the path to success. Marques’s story is proof that real fortune is not always just about making it bi...2023-05-2629 min
Analog AdvisorThe Value of Intentional Tech with Joey OdomThe digital age impacts our families in more ways than we realize. This week on Analog Advisor, our host Wes Brown is joined by Joey Odom to talk about why we need to take our relationships with phones seriously, and the real life that happens when we put down our phones. Joey is the co-founder of Aro, a digital wellbeing solution for families who want to be more intentional about their smartphone use - together. Despite the staggering statistics of impact - unhappiness, health issues, depression - Joey has hope that we will adapt and have a...2023-03-1459 min
Analog AdvisorLove & Money with Dr. Sonya LutterThis week on the podcast, Wes talks with financial therapist Dr. Sonya Lutter. In this episode, Wes and Sonya discuss her research on how financial stress impacts relationships, where common issues arise, and specific strategies that can be used around finances to positively impact relationships. Dr. Sonya Lutter LinkedIn ENLITE Website- - - - - - - - - - - - - - - -Learn more about CogentBlue Wealth AdvisorsAnalog Advisor is a production o...2023-02-141h 07
Analog AdvisorVision Casting for an Analog Ethos in 2023In the first season of Analog Advisor, our host Wes Brown spoke with guests about the way money intersects with, well, just about everything. He spoke with authors, economists, and psychologists and analyzed financial patterns in our relationships at home and in our communities.So what’s next? To kick off 2023, Wes sat down with the producer of Analog Advisor, Anthony Palmer, to reflect on why we’re here and what’s to come. Tune in to learn about the “analog ethos” and how Wes has applied it in his personal a...2023-01-1022 min
Analog AdvisorWealth vs Wellbeing with Dr. Sarah NewcombIn this episode, Wes interviews Dr. Sarah Newcomb, a behavioral economist for Morningstar and the author of Loaded: Money, Psychology, and How to Get Ahead without Leaving Your Values Behind, published in 2016. One of the most interesting things about Sarah is that her passion for her work is rooted in her own financial journey. Even with degrees in math and financial economics, Sarah found herself struggling to manage her own finances. It wasn’t until she confronted her relationship with money and the subconscious beliefs she he...2022-12-131h 37
Analog AdvisorThe Future Is Analog with David SaxThis week on the podcast, Wes is joined once again by David Sax to discuss his latest book, The Future Is Analog. In this episode, Wes and David explore how the digital future we’ve been promised for so long fell flat when the pandemic hit, and what implications that has for how we structure our lives going forward.In This Episode: David Sax WebsiteBuy The Future Is Analog ...2022-11-1550 min
Analog AdvisorThe Next Millionaire Next Door with Dr. Sarah FallawIn this episode, Wes interviews Dr. Sarah Fallaw, an industrial psychologist, the founder and president of DataPoints, and co-author of The Next Millionaire Next Door: Enduring Strategies for Building Wealth. She’s also the daughter of the Dr. Thomas J. Stanley, who was considered one of the foremost experts on wealth accumulation. His book The Millionaire Next Door: The Surprising Secrets of America’s Wealthy., was a NYT best seller and shattered the myths many people believed about what it takes to beco...2022-10-2548 min
Analog AdvisorThe Intersection of Money and Spirituality with Fr. Nick HamiltonThis week on the podcast, Wes interviews Father Nick Hamilton, a priest at Old North Abbey in Knoxville, TN and co-host of the podcast, Two Priests Talking. In this episode, Wes and Nick discuss topics like stewardship and materialism, how our mortality can and should impact how we live our lives and by extension, manage our resources, and the moral perils and challenges that arise as we accumulate wealth.In This Episode: Father Nick H...2022-09-131h 18
Analog AdvisorWes Visits the Name Image Likeness PodcastOn this episode, Wes joins the Name Image Likeness Podcast! During this episode, we are joined by Wes Brown from CogentBlue Wealth Advisors. We discuss Wes’ unique journey to becoming a wealth advisor and we discover more about the role of a wealth advisor. Wes describes best practices that athletes can apply now to NIL income that can translate into growing wealth after graduation. Wes describes how athletes can responsibly manage money earned through NIL opportunities. We discuss our favorite recent nillies. Wes...2022-09-1048 min
Analog AdvisorLife-Centered Financial Planning with Bob BolenThis week on the podcast, Wes interviews Certified Financial Planner Bob Bolen. Bob has had a storied career and his credentials include being both a CFP and CFA, as well having training in financial psychology and helping clients through major financial transitions. Career-wise, Bob spent his early years as an equity analyst, later moving onto building and selling a financial planning practice, and ultimately starting a fintech company. In this episode, Wes and Bob discuss a handful of topics, but the primary focus is on life-centered financial planning. They explore what it means to put money in service...2022-08-1545 min
Analog AdvisorThe Revenge of Analog with David SaxThis week on the podcast, Wes interviews reporter and author David Sax. In addition to five books, David has written for the likes of The New York Times, Vanity Fair, and Bloomberg Business Week. His book,The Revenge of Analog, was hugely influential on the idea for this podcast. In this episode, Wes and David discuss topics such as the...2022-07-1559 min
Analog AdvisorWelcome to the Analog Advisor PodcastWelcome to Analog Advisor hosted by Wes Brown and Sonya Lutter! On this podcast we explore what it really means to live analog in an ever-more digital world.This show was started out of a desire to explore our connections to each other, our lives, and our communities, and we are excited to share that the podcast is evolving. Twice a month we will be talking with everyday people sharing their transformational experiences, researchers, authors, and financial planners who will discuss how they work to improve client wellbeing....2022-07-0101 min