Analog Advisor

How 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 family business intertwine in this invaluable conversation. Tune in to learn how we can integrate these tools for the benefit of both their family and society.Send us a text- - - - - - - - - - - - - - - -Learn more about Analog AdvisorAnalog Advisor is produced by Mickenzie Vought and edited by Podcircle Subscribe Apple | SpotifyFollow Us on LinkedIn Wes Brown | Sonya Lutter | CogentBlue Have thoughts or ideas for future topics or episodes? Email us at podcast@analogadvisor.com.

Ever 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 game plan for a happy life together.Turns out, it's not just about our bank accounts - let's get past the surface of financial decisions, and take a deep dive into the intricate interplay of money, relationships, and the psychology that shapes our most intimate connections.Send us a text- - - - - - - - - - - - - - - -Learn more about Analog AdvisorAnalog Advisor is produced by Mickenzie Vought and edited by Podcircle Subscribe Apple | SpotifyFollow Us on LinkedIn Wes Brown | Sonya Lutter | CogentBlue Have thoughts or ideas for future topics or episodes? Email us at podcast@analogadvisor.com.

As 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 human connection, the heart of financial advising, and the books that have shaped their paths. Plus, get a sneak peek into the exciting interviews lined up for 2024, promising a year of phenomenal conversations that will elevate your understanding of finance and intentional living.Subscribe now and start your year with the wisdom, inspiration, and fun that Analog Advisor promises to deliver. Let's make 2024 a year of financial empowerment and meaningful connections! Send us a text- - - - - - - - - - - - - - - -Learn more about Analog AdvisorAnalog Advisor is produced by Mickenzie Vought and edited by Podcircle Subscribe Apple | SpotifyFollow Us on LinkedIn Wes Brown | Sonya Lutter | CogentBlue Have thoughts or ideas for future topics or episodes? Email us at podcast@analogadvisor.com.

From 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 speaker, podcaster, and author who has worked with 53 Fortune 500 companies, Marques's story is an inspiring testament to the transformative power of perseverance and self-discovery. To learn more about Marques, check out this website. Send us a text- - - - - - - - - - - - - - - -Learn more about Analog AdvisorAnalog Advisor is produced by Mickenzie Vought and edited by Podcircle Subscribe Apple | SpotifyFollow Us on LinkedIn Wes Brown | Sonya Lutter | CogentBlue Have thoughts or ideas for future topics or episodes? Email us at podcast@analogadvisor.com.

Michael 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 leader in promoting financial well-being and sustainable wealth creation for a more equitable future.Dr. Thomas is also the founder of the virtual financial coaching service Modom Solutions and the author of the book Black Financial Culture: Building Wealth from the Inside Out. Learn how vulnerability plays a key role in social capital theory and Black financial culture, and how rock bottom experiences shape our paths to generational wealth. Dr. Michael Thomas InstagramModom Solutions Send us a text- - - - - - - - - - - - - - - -Learn more about Analog AdvisorAnalog Advisor is produced by Mickenzie Vought and edited by Podcircle Subscribe Apple | SpotifyFollow Us on LinkedIn Wes Brown | Sonya Lutter | CogentBlue Have thoughts or ideas for future topics or episodes? Email us at podcast@analogadvisor.com.

After 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 big - it's also about bouncing back. In this episode of Analog Advisor, Marques speaks with host Wes Brown about his struggle with identity and how he rebuilt his life from the ground up.Marques Ogden Website | Instagram | LinkedIn - - - - - - - - - - - - - - - -Learn more about CogentBlue Wealth AdvisorsAnalog Advisor is a production of Palm Tree Pod Co.Subscribe Apple Podcast | SpotifyFollow Us Twitter | LinkedIn | WebsiteHave thoughts or ideas for future topics or episodes, email us at hello@analogadvisorpodcast.comSend us a text- - - - - - - - - - - - - - - -Learn more about Analog AdvisorAnalog Advisor is produced by Mickenzie Vought and edited by Podcircle Subscribe Apple | SpotifyFollow Us on LinkedIn Wes Brown | Sonya Lutter | CogentBlue Have thoughts or ideas for future topics or episodes? Email us at podcast@analogadvisor.com.

The 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 healthier relationship with our devices in the near future.Learn More About Aro Website | Twitter | Instagram | YouTube | Facebook | LinkedInCheck Out The Aro Podcast, hosted by Joey Odom, a new episode drops every Tuesday. Send us a text- - - - - - - - - - - - - - - -Learn more about Analog AdvisorAnalog Advisor is produced by Mickenzie Vought and edited by Podcircle Subscribe Apple | SpotifyFollow Us on LinkedIn Wes Brown | Sonya Lutter | CogentBlue Have thoughts or ideas for future topics or episodes? Email us at podcast@analogadvisor.com.

This 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 of Palm Tree Pod Co.Subscribe Apple Podcast | SpotifyFollow Us Twitter | LinkedIn | WebsiteHave thoughts or ideas for future topics or episodes, email us at hello@analogadvisorpodcast.comSend us a text- - - - - - - - - - - - - - - -Learn more about Analog AdvisorAnalog Advisor is produced by Mickenzie Vought and edited by Podcircle Subscribe Apple | SpotifyFollow Us on LinkedIn Wes Brown | Sonya Lutter | CogentBlue Have thoughts or ideas for future topics or episodes? Email us at podcast@analogadvisor.com.

In 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 and professional life. Plus, Anthony and Wes discuss what happens when we choose to be analog, and why it’s important to examine our relationship with technology. Anthony is owner and founder of Palm Tree Pod Co. and helps people create podcasts about wellness and the human experience. To find out more, check out the show notes.Send us a text- - - - - - - - - - - - - - - -Learn more about Analog AdvisorAnalog Advisor is produced by Mickenzie Vought and edited by Podcircle Subscribe Apple | SpotifyFollow Us on LinkedIn Wes Brown | Sonya Lutter | CogentBlue Have thoughts or ideas for future topics or episodes? Email us at podcast@analogadvisor.com.

In 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 held that were undermining her success that she was able to make real financial progress. Wes and Sarah explore topics such as the role our beliefs about money play in building wealth, the number one predictor of well-being, and how to confront the fears we have that could be holding us back from building wealth. Be sure to listen to the end to hear Sarah’s thoughts on what our balance sheets should consist of and how to watch out for “dark patterns” and “sludge” in the financial products that we use.In This Episode:Dr. Sarah Newcomb LinkedIn | Book MorningstarArticles Discussed:The Difference Between Wealth and Well-BeingSludgeby Cass SunsteinHow to watch out for “dark patterns” and “sludge”- - - - - - - - - - - - - - - -Learn more about CogentBlue Wealth AdvisorsAnalog Advisor is a production of Palm Tree Pod Co.Subscribe Apple Podcast | SpotifyFollow Us Twitter | LinkedIn | WebsiteHave thoughts or ideas for future topics or episodes, email us at hello@analogadvisorpodcast.comSend us a text- - - - - - - - - - - - - - - -Learn more about Analog AdvisorAnalog Advisor is produced by Mickenzie Vought and edited by Podcircle Subscribe Apple | SpotifyFollow Us on LinkedIn Wes Brown | Sonya Lutter | CogentBlue Have thoughts or ideas for future topics or episodes? Email us at podcast@analogadvisor.com.