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The Human Side of Money

The Human Side of Money

By: Brendan Frazier
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About this listen

 Are you ready to delve into the emotional side of money, enhance your practice, and forge deeper connections with your clients? The Human Side of Money Podcast offers actionable ideas and strategies to empower financial advisors with the skills needed to excel in understanding the behavioral aspects of finance. Join Chief Behavioral Officer Brendan Frazier as he shares invaluable insights, tips and strategies. Subscribe now to elevate your practice and client interactions!Copyright ©️ The Human Side of Money 2024 Economics
Episodes
  • Best of 2025: A Highlight Reel of Behavioral Finance Strategies That Helped Advisors Grow

    Best of 2025: A Highlight Reel of Behavioral Finance Strategies That Helped Advisors Grow
    Dec 18 2025

    This year’s “Best of” episode is a highlight reel of the most impactful, yet practical

    strategies discussed in this year’s Human Side of Money podcast episodes. These strategies are designed for Financial Advisors who want human-centric steps they can

    implement into their business’ growth plan.

    What You’ll Learn:

    • Why generic “don’t worry” emails can backfire
    • How a repeatable framework can help calm anxious clients
    • How efficiency could harm the client experience
    • How to deepen client trust between meetings

    Learn more at www.rfgadvisory.com
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    1 hr
  • EP149: Turning Financial Plans Into Purpose-Driven Lives with Emily Rassam

    EP149: Turning Financial Plans Into Purpose-Driven Lives with Emily Rassam
    Nov 6 2025
    Most Advisors build plans around numbers. Emily Rassam builds them around people. In this episode of The Human Side of Money, Brendan sits down with Emily Rassam, Partner and Senior Financial Planner, to explore how she infuses purpose and emotion into every aspect of the planning process. Emily’s approach goes beyond spreadsheets and projections. It’s about helping clients clarify their values, align their decisions, and live intentionally with their wealth. The conversation goes deeper into helping clients define “enough,” connect values to goals, and navigate trade-offs that honor what matters most. Emily offers a window into how she integrates behavioral insights and purposeful planning to make every plan a living, evolving reflection of a client’s life. You’ll Learn: How to uncover the deeper motivations behind client goals The importance of connecting values and money decisions Ways to help clients spend intentionally and celebrate financial joy How to apply behavioral principles to deepen planning conversations Practical scripts to guide clients through trade-offs and “enough” conversations Listen now to learn how to turn every plan into a purpose-driven partnership that reflects the human side of advice. To sign up for Brendan’s newsletter packed with resources to master the human side of advice → Click Here About Our Guest: Emily Rassam is a Partner and Senior Financial Planner known for blending technical expertise with the emotional intelligence required to guide clients through life’s biggest financial decisions. With nearly two decades in the industry, Emily has become a recognized voice in behavioral finance and intentional planning. She’s been featured by Investopedia for her insight on creating purpose-driven financial strategies and was recently named a Partner at Archer Investment Management. Her work centers on helping clients move beyond accumulation toward alignment, using money as a tool to live richer, more meaningful lives. Connect with Brendan: RFG Advisory LinkedIn: Brendan Frazier
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    1 hr and 40 mins
  • 148: The Dark Side of Financial Freedom No One Prepares You For with Rick Foerster

    148: The Dark Side of Financial Freedom No One Prepares You For with Rick Foerster
    Oct 22 2025
    At 38, Rick Foerster became financially independent after helping build a healthcare startup that went public. By every external measure, he had “enough.” But internally, he felt restless, disoriented, and unsure of what came next. In this candid conversation, Rick and Brendan Frazier explore what happens on the other side of enough, when financial freedom collides with the deeper human questions of identity, belonging, and purpose. Rick shares how he went from chasing the next big venture to intentionally disrupting the rhythms of his life, creating the space to explore meaning, creativity, and fulfillment. He opens up about the messy middle of transition, the trap of tying self-worth to productivity, and why freedom without direction can quickly feel like emptiness. You’ll Learn: ► Why reaching “enough” can trigger confusion instead of clarity ► How to help clients find meaning beyond achievement and accumulation ► The difference between financial independence and psychological independence ► Why true fulfillment often starts where financial independence ends ► How clients can discover identity when work is no longer their defining role About the Guest: Rick Foerster Rick Foerster is a writer, investor, and former healthcare executive exploring the intersection of work, meaning, and identity. After helping grow a healthcare startup through an IPO and reaching financial independence at 38, Rick turned his focus toward understanding what comes after success. His writing project, The Other Side of Enough, investigates the emotional and psychological journey of people who’ve achieved financial freedom, and what it truly means to live a fulfilling life.
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    1 hr and 26 mins
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