Marketing Professor and Author, Scott Rick, discusses the psychology of tightwad and spendthrift behaviors, the impact on relationships, financial infidelity, joint and individual accounts, gift-giving, marrying for love or money, giving kids a good financial education, and more in his book Tightwads and Spendthrifts: Navigating the Money Minefield in Real Relationships.

Steve Balaban, a private equity insider, discusses investing in private equity, benefits and drawbacks, due diligence, and how private equity interacts with investor psychology. The podcast also covers the science of motivation and goal setting, the power of networking, and key lessons from Justin Breen's book 'Epic Life'.

Errol Morris, Academy Award-winning film director and author, discusses the significance of storytelling, the evolution of finance, and the enigmatic nature of truth in his recently released documentary. He explores the triumph of science over human nature in financial markets, the role of data in shaping our perception of the world, and the complexities of argumentation and irrationality. The conversation also highlights the fascination with efficient markets and the pursuit of truth through collaboration and serendipity.

In this podcast, they reflect on their favorite guests and topics from the past year, emphasizing the power of purposeful decision-making. They discuss the evolving role of financial advisors, the importance of trust, and preparing children for wealth. Other fascinating topics include understanding regret aversion in decision-making, the limitations of economic theory, and exploring our future selves. They also delve into the challenge of providing high-quality personal finance information on YouTube and the puzzle of missing billionaires.

Prof. Scott Cederburg challenges traditional life cycle asset allocation in retirement planning. He discusses modeling returns, optimal allocation between domestic and international stocks, safe withdrawal rates, and the perception of volatility in investments.

Guests Mark Soth and Mark McGrath join the podcast to discuss volatility and investor behavior, the upcoming Money Scope podcast, incorporating a medical practice in Canada, complexity in estate planning, factors affecting job satisfaction, and community discussions and promotions.

Renowned expert in family wealth psychology, Dr. Jim Grubman, discusses the evolving landscape of financial wealth planning, including the definition of wealth and the hurdles faced by families adapting to elevated levels of wealth. They explore the role of parents in imparting financial responsibility, embracing cultural norms, and the changing landscape of family wealth management. Dr. Grubman also shares insights on the evolution of wealth management, from traditional approaches to transformative Wealth 3.0, and the importance of nurturing strong family relationships in the context of affluence.

Justin King, an expert in lifecycle asset allocation and retiring successfully, joins the show to discuss the optimal mix of assets in a portfolio, understanding risk tolerance, and the nine accelerators for a successful retirement. The hosts also delve into the tax implications of insurance policies in corporation ownership and the importance of actively preparing for a fulfilling retirement.

Shane Parrish, best-selling author, talks about clear thinking in everyday life. They discuss the power of ordinary moments, defining true goals, and building self-confidence. They also explore the barriers to clear thinking and the value of continual growth.

In this episode, Huston Loke and Jordan Solway from the FSRA discuss protecting consumers in the financial investment space, including upcoming regulations and enforcement strategies. They also explore the relationship between recessions and stock returns, emphasizing the importance of long-term investment strategies and avoiding attempts to time the market. The podcast also features discussions on auto insurance requirements, title protection for financial advisors, consumer harm in insurance products, commission-based compensation in the life insurance industry, initiatives and challenges in the financial services industry, navigating tax legislation for Canadian shareholders, challenging active management, and the importance of conviction in investing.