Our newly reimagined Human-centric Investing Podcast features 20-minute conversations with inspiring thought leaders from inside and outside the financial industry. Every other week, take just 20 minutes to get ideas that could transform your client relationships, and your business.
Lena Haas, Head of Wealth Management Advice and Solutions at Edward Jones, joins us to discuss new client expectations, the demand for holistic advice, the evolution of women and wealth, and much more.
38 min
6 March 2025
Riding the Wave of Fixed-Income Uncertainty
With heightened uncertainty in Washington, Amar Reganti dives into the benefits of a more flexible investing approach.
40 min
19 February 2025
How a Jockey’s Financial Journey Led to Peace and Prosperity
Billy Peterson, former jockey and current financial advisor, discusses his three pillars to a successful life—wealth, health, and happiness.Billy Peterson is not affiliated with Hartford Funds
30 min
5 February 2025
How to Protect Elderly Clients From Family Inheritance Manipulation
Kristin Hetzer returns to the podcast to equip financial professionals with safeguards against unusual client activities.Kristin Hetzer is not affiliated with Hartford Funds
27 min
21 January 2025
The First 100 Days: Trump’s Fast and Furious Start
While 2024 was all about politics and the election, 2025 will be a year of substantive policy changes. JT Taylor breaks down how this could affect financial markets and financial advisors.
31 min
8 January 2025
How to Guide Clients Through Life Transitions in Retirement
Nancy Schlossberg returns to the podcast to discuss three major components to help clients make sense out of the transitions they are experiencing in retirement.
39 min
22 November 2024
How to Recognize Financial Elder Abuse With Your Clients
Kristin Hetzer, CFP and author of Valle Egypt, discusses a sensitive and unfortunately prevalent topic—financial elder abuse.
36 min
13 November 2024
How to Help Clients Transfer Wisdom, Not Just Wealth
Kathleen Burns Kingsbury returns to the podcast to share how financial professionals should prepare their clients to have a family money talk when preparing to pass down assets.Kathleen Burns Kingsbury is not affiliated with Hartford Funds
30 min
30 October 2024
How to Convey to Clients the Importance of Mattering in Retirement
Nancy Schlossberg, an expert in the areas of retirement and life transitions, shares a concept that people are often overlooking when they plan for their future—mattering. Nancy Schlossberg is not affiliated with Hartford Funds
48 min
16 October 2024
How Your Money Style Influences Financial Decision-Making
Kathleen Burns Kingsbury, wealth psychology expert, explains why financial professionals should know the importance of each client's money story.
