# 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.

As of: 2026-10-06
Address: https://advisoriq.com/podcasts/psychology-of-financial-planning-podcast/

## Facts

- hosts: Charles Chaffin and Brad Klontz
- firm: not stated
- 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: not stated, rss: https://rss.buzzsprout.com/1990606.rss, website: https://www.buzzsprout.com/1990606

## 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.

## Sources

- The show's RSS feed, checked 2026-10-06: https://rss.buzzsprout.com/1990606.rss
- SEC Investment Adviser Public Disclosure (IAPD), checked 2026-10-05: https://adviserinfo.sec.gov/

## Related

- [All advisor-hosted podcasts](https://advisoriq.com/podcasts/)
- [Practice management on AdvisorIQ](https://advisoriq.com/topics/practice-management/)
- [Attractive Advisor](https://advisoriq.com/podcasts/attractive-advisor/)
- [Financial Advisor Marketing Playbook](https://advisoriq.com/podcasts/financial-advisor-marketing-playbook/)
- [Financial Advisor's Workshop](https://advisoriq.com/podcasts/financial-advisors-workshop/)
- [For Advisors By Advisors](https://advisoriq.com/podcasts/for-advisors-by-advisors/)
- [FutureProof Advisor Podcast](https://advisoriq.com/podcasts/futureproof-advisor-podcast/)
- [Her Life, Her Practice, Her Way](https://advisoriq.com/podcasts/her-life-her-practice-her-way/)

## Cite as

AdvisorIQ, as of 2026-10-06. https://advisoriq.com/podcasts/psychology-of-financial-planning-podcast/

License: https://advisoriq.com/license/