Human-centric Investing Podcast

Mar 05 2025 104 ep. 30 mins 39

Human-centric Investing Podcast artwork

Our newly reimagined Human-centric Investing Podcast features 20-minute conversations with inspiring thought leaders from inside and outside the financial industry. Every other week, take just 20 minutes to get ideas that could transform your client relationships, and your business.

Copy RSS

Subscribe on Podcast Addict

Riding the Wave of Fixed-Income Uncertainty

Mar 05 2025 40 mins

With heightened uncertainty in Washington, Amar Reganti dives into the benefits of a more flexible investing approach.

How a Jockey’s Financial Journey Led to Peace and Prosperity

Feb 19 2025 30 mins

Billy Peterson, former jockey and current financial advisor, discusses his three pillars to a successful life—wealth, health, and happiness.Billy Peterson is not affiliated with Hartford Funds

How to Protect Elderly Clients From Family Inheritance Manipulation

Feb 05 2025 27 mins

Kristin Hetzer returns to the podcast to equip financial professionals with safeguards against unusual client activities.Kristin Hetzer is not affiliated with Hartford Funds

The First 100 Days: Trump’s Fast and Furious Start

Jan 21 2025 31 mins

While 2024 was all about politics and the election, 2025 will be a year of substantive policy changes. JT Taylor breaks down how this could affect financial markets and financial advisors.

How to Guide Clients Through Life Transitions in Retirement

Jan 08 2025 39 mins

Nancy Schlossberg returns to the podcast to discuss three major components to help clients make sense out of the transitions they are experiencing in retirement.

How to Recognize Financial Elder Abuse With Your Clients

Nov 22 2024 36 mins

Kristin Hetzer, CFP and author of Valle Egypt, discusses a sensitive and unfortunately prevalent topic—financial elder abuse.

How to Help Clients Transfer Wisdom, Not Just Wealth

Nov 13 2024 30 mins

Kathleen Burns Kingsbury returns to the podcast to share how financial professionals should prepare their clients to have a family money talk when preparing to pass down assets.Kathleen Burns Kingsbury is not affiliated with Hartford Funds

How to Convey to Clients the Importance of Mattering in Retirement

Oct 30 2024 48 mins

Nancy Schlossberg, an expert in the areas of retirement and life transitions, shares a concept that people are often overlooking when they plan for their future—mattering. Nancy Schlossberg is not affiliated with Hartford Funds

How Your Money Style Influences Financial Decision-Making

Oct 16 2024 30 mins

Kathleen Burns Kingsbury, wealth psychology expert, explains why financial professionals should know the importance of each client's money story.

Trump vs. Harris: What to Watch For

Oct 02 2024 46 mins

JT Taylor, chief political strategist at Hedgeye Potomac Research, breaks down various House and Senate races and the key issues that may ultimately decide the presidency.