Psychology of Financial Planning Podcast

Psychology of Financial Planning Podcast

Join Dr. Charles Chaffin and Dr. Brad Klontz as they dive deep into the psychology of financial planning. This podcast, designed for practitioners, is based upon their most recent book and provides actionable insights for advisors to know and serve their clients better. 

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Episodes

10-

Beyond Risk Tolerance: Dr. John Grable on Investor Behavior, Financial Psychology, and the MRI Comfort with Risk™ Model

13 Jul 2026
9-

The Future of Financial Planning (Spoiler: Clients Are Still Human)

29 Apr 2026
8-

Investor FOMO...and what advisors can do about it

24 Feb 2023
7-

What Every Financial Planner should know about Goals

27 Jan 2023
6-

What are your clients learning from you?

17 Nov 2022