50 min listen
Alex Chalekian - Financial Literacy that Sticks (Live from LA)
Alex Chalekian - Financial Literacy that Sticks (Live from LA)
ratings:
Length:
39 minutes
Released:
Aug 18, 2022
Format:
Podcast episode
Description
Tune in to hear:- What can Alex share about his financial literacy startup, Futurvest, and what needs or gaps did he see in the financial literacy space? - Knowing what we know about behavior, what does effective financial literacy education look like?- Is there a way we can take the fight of financial literacy to an institutional level? Also, is there any hope of having financial literacy win out when large companies often monetize people’s poor financial decisions?- If Alex had to do it all over again, with two decades of experience behind him, what would he do differently as an advisor?- What is Alex’s niche and how does he differentiate himself from 300,000 peers? - Where does Alex think the financial service industry will be in 25 years from now?- How has Alex’s relationship with his clients changed him for the better?https://www.lakeavefinancial.comhttps://www.futurvest.comCompliance Code: 1358-OAS-8/1/2022
Released:
Aug 18, 2022
Format:
Podcast episode
Titles in the series (100)
Daniel Crosby - The Behavioral Investor: This week on Standard Deviations, the tables are turned as Daniel passes the mic to Dr. Brian Portnoy, author of The Geometry of Wealth. Brian and Daniel discuss Dr. Crosby's new book, The Behavioral Investor, touching on: The four primary types of investor misbehavior What can be done to manage behavioral risk The future of behavioral finance For fans of psychology, personal finance and the elusive search for happiness, this episode is a can't miss. Read Daniel's book: https://www.amazon.com/gp/product/0857196863?pf_rd_p=c2945051-950f-485c-b4df-15aac5223b10&pf_rd_r=64A1MZ20GJNVXJZT6G2Q Read Brian's book: https://www.amazon.com/Geometry-Wealth-Shape-Money-Meaning/dp/0857196715/ref=sr_1_1?s=books&ie=UTF8&qid=1543434923&sr=1-1&keywords=the+geometry+of+wealth by Standard Deviations with Dr. Daniel Crosby