{"type":"podcast","title":"Psychology of Financial Planning Podcast","lead":"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.","as_of":"2026-10-06","facts":{"hosts":"Charles Chaffin and Brad Klontz","firm":null,"audience":"advisors","topic":"Practice management","summary":"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.","host_verification":"registered investment adviser representative, verified against IAPD on 2026-10-05","episodes_last_90_days":"1","latest_episodes":[{"title":"Beyond Risk Tolerance: Dr. John Grable on Investor Behavior, Financial Psychology, and the MRI Comfort with Risk™ Model","published_on":"2026-07-13","url":"https://www.buzzsprout.com/1990606/episodes/19489632-beyond-risk-tolerance-dr-john-grable-on-investor-behavior-financial-psychology-and-the-mri-comfort-with-risk-model.mp3"},{"title":"The Future of Financial Planning (Spoiler: Clients Are Still Human)","published_on":"2026-04-29","url":"https://www.buzzsprout.com/1990606/episodes/19099888-the-future-of-financial-planning-spoiler-clients-are-still-human.mp3"},{"title":"Investor FOMO...and what advisors can do about it","published_on":"2023-02-24","url":"https://www.buzzsprout.com/1990606/episodes/12323578-investor-fomo-and-what-advisors-can-do-about-it.mp3"},{"title":"What Every Financial Planner should know about Goals","published_on":"2023-01-27","url":"https://www.buzzsprout.com/1990606/episodes/12132629-what-every-financial-planner-should-know-about-goals.mp3"},{"title":"What are your clients learning from you?","published_on":"2022-11-17","url":"https://www.buzzsprout.com/1990606/episodes/11714465-what-are-your-clients-learning-from-you.mp3"},{"title":"How to get your client to take action","published_on":"2022-07-14","url":"https://www.buzzsprout.com/1990606/episodes/10951776-how-to-get-your-client-to-take-action.mp3"},{"title":"Behavioral finance is boring","published_on":"2022-07-08","url":"https://www.buzzsprout.com/1990606/episodes/10923893-behavioral-finance-is-boring.mp3"},{"title":"Helping our clients (and ourselves) through this Bear Market","published_on":"2022-06-17","url":"https://www.buzzsprout.com/1990606/episodes/10810171-helping-our-clients-and-ourselves-through-this-bear-market.mp3"},{"title":"Financial Instincts","published_on":"2022-06-02","url":"https://www.buzzsprout.com/1990606/episodes/10726281-financial-instincts.mp3"},{"title":"Introduction to the Psychology of Financial Planning podcast","published_on":"2022-05-25","url":"https://www.buzzsprout.com/1990606/episodes/10680523-introduction-to-the-psychology-of-financial-planning-podcast.mp3"}],"links":{"apple_podcasts":"https://podcasts.apple.com/us/podcast/psychology-of-financial-planning-podcast/id1626172344","spotify":null,"rss":"https://rss.buzzsprout.com/1990606.rss","website":"https://www.buzzsprout.com/1990606"}},"sources":[{"url":"https://rss.buzzsprout.com/1990606.rss","label":"The show's RSS feed","checked":"2026-10-06"},{"url":"https://adviserinfo.sec.gov/","label":"SEC Investment Adviser Public Disclosure (IAPD)","checked":"2026-10-05"}],"related":[{"title":"All advisor-hosted podcasts","url":"https://advisoriq.com/podcasts/"},{"title":"Practice management on AdvisorIQ","url":"https://advisoriq.com/topics/practice-management/"},{"title":"Attractive Advisor","url":"https://advisoriq.com/podcasts/attractive-advisor/"},{"title":"Financial Advisor Marketing Playbook","url":"https://advisoriq.com/podcasts/financial-advisor-marketing-playbook/"},{"title":"Financial Advisor's Workshop","url":"https://advisoriq.com/podcasts/financial-advisors-workshop/"},{"title":"For Advisors By Advisors","url":"https://advisoriq.com/podcasts/for-advisors-by-advisors/"},{"title":"FutureProof Advisor Podcast","url":"https://advisoriq.com/podcasts/futureproof-advisor-podcast/"},{"title":"Her Life, Her Practice, Her Way","url":"https://advisoriq.com/podcasts/her-life-her-practice-her-way/"}],"notes":["Inclusion is editorial and never paid. AdvisorIQ does not accept money, sponsorship or anything else of value to list a show.","Every listed show has at least one host who currently holds an investment adviser registration, checked against the SEC's Investment Adviser Public Disclosure (IAPD) records on the date shown.","AdvisorIQ does not endorse the views expressed on these shows, and listing one is not a recommendation of its hosts or their firms.","Episodes link to each show's own pages. AdvisorIQ does not host or copy audio; episode titles are the show's own."],"url":"https://advisoriq.com/podcasts/psychology-of-financial-planning-podcast/","citation":"AdvisorIQ, as of 2026-10-06. https://advisoriq.com/podcasts/psychology-of-financial-planning-podcast/","license":"https://advisoriq.com/license/","publisher":"AdvisorIQ, independent education for financial advisors","disclaimer":"Summaries of rules set by designation bodies and regulators, which have the final word."}