Podcasts · For advisors

Psychology of Financial Planning Podcast

As of Oct 6, 2026, Psychology of Financial Planning Podcast, hosted by Charles Chaffin and Brad Klontz, has published 1 episode in the last 90 days; the latest is "Beyond Risk Tolerance: Dr. John Grable on Investor Behavior, Financial Psychology, and the MRI Comfort with Risk™ Model" on Jul 13, 2026.

Two researchers in financial psychology discuss how advisors can use behavioral finance in real client work: goal setting, risk tolerance, investor fear of missing out and helping clients act. Episodes are occasional and draw on their book on the subject.

Hosts: Charles Chaffin and Brad Klontz
For: Advisors
Topic: Practice management
Latest episode: Jul 13, 2026

Host verified as a registered investment adviser representative against IAPD on Oct 5, 2026.

Latest episodes

Jul 13, 2026

Beyond Risk Tolerance: Dr. John Grable on Investor Behavior, Financial Psychology, and the MRI Comfort with Risk™ Model 34 min
Apr 29, 2026

The Future of Financial Planning (Spoiler: Clients Are Still Human) 41 min
Feb 24, 2023

Investor FOMO...and what advisors can do about it 27 min
Jan 27, 2023

What Every Financial Planner should know about Goals 23 min
Nov 17, 2022

What are your clients learning from you? 19 min
Jul 14, 2022

How to get your client to take action 24 min
Jul 8, 2022

Behavioral finance is boring 23 min
Jun 17, 2022

Helping our clients (and ourselves) through this Bear Market 31 min
Jun 2, 2022

Financial Instincts 26 min
May 25, 2022

Introduction to the Psychology of Financial Planning podcast 3 min

From the show's feed, read Oct 6, 2026. Titles are the show's own; links open the show's pages.

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Episodes link to each show's own pages. AdvisorIQ does not host or copy audio; episode titles are the show's own.

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