Today’s guest, Jonathan Walker, has spent much of his career studying American households - to better understand human behavior and figure out how to create environments where people can succeed and thrive. Jonathan is a practitioner who understands the value of research and how these findings can be translated into practice.

In this episode, Jonathan shares the three big components to how people function in their finances - numbers, behavior, and values. We discuss the importance of providing information that isn’t anchored in bias or judgment, and explore how values play a critical role in our financial lives.

Show Notes:
2:27 Into Jonathan's background
4:34 The industries he comes from
7:04 Importance of listening & sharing
10:40 Advice for fellow practitioners
17:28 Into Jonathan's tool for helping people identify their financial values
22:29 Tools available to practitioners working with clients
23:59 Why academia must inform practice
28:23 The need for his book
30:31 More about The Yukon Project
32:56 Jonathan's final 2 cents

Show Note Links:

Money Mindfulness
Jonathan’s website
Jonathan’s book: "Anchors, Ostriches, and a Hot Pair of Scissors: Navigating Human Behavior as a Financial Professional" can be found here.
YouTube Video of “Anchors, Ostriches, and a Hot Pair of Scissors”
The Financial Behavior Keynote Group
The Center for the New Middle Class
Jonathan’s values-identification tool
The Yukon Project website and YouTube

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Understanding Human Behavior with Jonathan Walker