In this episode of The Healthy Love & Money Podcast, MQ Financial Behavior Specialist Derek Hagen joins therapy-informed financial planner Ed Coambs to explore the hidden forces behind our financial mindset, how curiosity plays a crucial role in financial growth, and why understanding money is about more than just numbers. Key topics include: -How early […]
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Derek Hagen on Motivational Interviewing for Financial Advisors
Want to transform the way you engage with clients? In this episode of The Healthy Love & Money Podcast, MQ Financial Behavior Specialist Derek Hagen joins financial psychology trainer Ashley Quamme to discuss Motivational Interviewing (MI)—a powerful, evidence-based framework that helps advisors foster deeper, more meaningful client conversations. In this episode, you’ll learn: -How to […]
Standard Deviations Podcast Features Meaning in Life
If you’re a fan of Dr. Daniel Crosby’s Standard Deviations podcast, get ready for an exciting new format in 2025! This year, episodes will be shorter, scripted, and focused on one powerful theme: meaning in life—both for ourselves and in how we guide clients toward meaningful living. Not only is the series expanding beyond financial […]
Amy Mullen Featured in Intuit’s Latest Article on Values-Based Financial Planning
Financial planning is about more than just numbers—it’s about aligning money with what truly matters. In his recent article for Intuit Tax Pro Center, Rory Henry explores the power of values-based financial planning and how it can lead to better client outcomes. Our very own Amy Mullen, CFP®, shares insights on the nuances of personal […]
Kitces and Carl on Balancing Legacy Clients
Transitioning to a more holistic, life-centered planning model can feel challenging, especially if you’re carrying a roster of “legacy” clients who you believe aren’t interested in the deeper conversations around values, purpose, and vision. This recent episode of Kitces & Carl dives right into that tension. Michael Kitces and Carl Richards discuss how advisors struggle […]
Meir Statman on The Human Side of Money
In this insightful interview, renowned behavioral finance pioneer Meir Statman discusses the evolution toward “Behavioral Finance 3.0” and what it means for advisors and their clients. He emphasizes that true financial well-being underpins broader life well-being, urging advisors to help clients create a “diversified life portfolio” aligned with their values and aspirations. Statman delves into […]
Brenna Baucum on XYPN Radio
MQ Partner and former team member Brenna Baucum, CFP®, CTS™ was recently interviewed on XYPN Radio with Maddy Roche. In this episode, Brenna talks about how she’s built her firm to 21 clients and $21 million in AUM in just 21 months. Brenna talks to Maddy about: The power of having an accountability partner and […]
Dr. Christina Lynn Talks Motivational Interviewing with Dr. Daniel Crosby
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Christina Lynn dives deep into how advisors can enhance their practice by blending technical expertise with emotional intelligence. Christina Lynn, Ph.D., CFP®, AFC®, CDFA®, is a wealth management consultant specializing in the psychology of financial planning and is passionate about using Motivational Interviewing (MI) to […]
Kitces and Carl Talk About Financial Life Planning
In this episode of Kitces and Carl. In this episode, Michael Kitces and Carl Richards delve into the art of presenting life planning as a solution for clients’ deeper needs beyond just financial goals. They discuss identifying clients who would benefit from life planning by focusing on those who have achieved financial success but are […]
Derek Hagen on the How Did We Get Here? Podcast
Jess Bost and Mark Newfield invited Money Quotient’s Financial Behavior Specialist and Director of Education and Communication on their new podcast, How Did We Get Here. In this episode, Derek talks about his journey and how he ended up working for Money Quotient, following a sense of passion and purpose. What if I make […]