Libsyn Directory

Money Matters Episode 273 -Financial Health and Optimism Even in an Economic Downturn W/ Michelle Gielan

Release Date: 08/18/2020

Money Matters 334- The Man Behind the 4% Rule W/ Bill Bengen

MONEY MATTERS with Christopher Hensley

🎙️ Episode #334 – The Man Behind the 4% Rule: Bill Bengen on Inflation, Flexibility, and a Richer Retirement What if the greatest risk to your retirement portfolio isn't a market crash—but inflation? In this episode of Money Matters, Christopher Hensley, RICP®, sits down with Bill Bengen, the creator of the legendary 4% Rule for safe withdrawal rates. Now, 30 years later, Bengen reflects on what still holds up, what’s changed, and how retirees and advisors can adapt withdrawal strategies in a world of sticky inflation, volatile markets, and longer life expectancies. Whether you're...

Money Matters Episode 333- The AI Visibility Crisis W/ Brian Thorp

MONEY MATTERS with Christopher Hensley

🔍 Why Your Next Best Client May Never Call You First — And What To Do About It In this episode of Money Matters, I sit down with Brian Thorp, founder and CEO of Wealthtender, to unpack a radical shift in how clients find financial advisors. AI tools like ChatGPT and Google’s AI Overviews are now mediating the first impression—before clients ever visit your website or pick up the phone. We discuss: The “Visibility Crisis” facing independent advisors How AI tools prioritize structured data and schema Why testimonials and reviews are your new secret weapon The power of...

Money Matters Episode 332- The Prospecting Crisis No One Talks About W/ Eden Ovadia & Victoria Toli

MONEY MATTERS with Christopher Hensley

What if the real problem isn't that advisors hate prospecting—it's that the system we gave them to do it is broken? Most tools treat advisors like marketers. Spray-and-pray. Mass messaging. Cold lists. But the best advisors? They don’t want to scale spam. They want to scale presence. That’s what Eden Ovadia and Victoria Toli built with FINNY: ✅ An AI engine that understands who you actually connect with ✅ A matchmaking algorithm (yes, really) that gets better the more you use it ✅ Outreach that’s compliant, personalized—and human This conversation blew me away. And if you're...

Money Matters Episode 331- The Invisible Partner: How AI Gives Advisors Their Time Back W/ Arnulf Hsu

MONEY MATTERS with Christopher Hensley

500 hours. That’s how much time some advisors are getting back—every single year. Not from working harder. From removing the invisible work that's slowly draining them. In this week’s Money Matters Podcast, I sat down with Arnulf Hsu, founder of GReminders, to talk about what happens when AI becomes your invisible partner—not your replacement. We covered: How voice-aware AI reduces "cognitive clutter" Why compliance is the real barrier (and how GReminders solves for it) And what it really means to scale presence, not spam This isn’t about hype. It’s about freedom. Freedom...

Money Matters Episode 330- AI, Fraud & the Future W/ Whitney Joy Smith

MONEY MATTERS with Christopher Hensley

The audio sounded perfect. Too perfect. That’s what Whitney Joy Smith—one of Canada’s top private investigators—told me when we sat down to talk about AI, trust, and the future of voice. In this special edition of the Money Matters podcast, we go deep into one of the most uncomfortable truths in today’s tech landscape: You can no longer assume a voice recording is real. Whitney shares real-world cases where AI-generated voices nearly destroyed lives, and how investigators are adjusting—not just their tools, but their intuition. And here’s where it connects to financial advising:...

Money Matters Episode 329- Federal Job Cuts 2025 W/ Brian Kuhn

MONEY MATTERS with Christopher Hensley

Federal employees are facing one of the most disruptive years in modern history. Over 275,000 positions have been impacted through layoffs, buyouts, and reclassifications — and many workers are left wondering: What now? To help us make sense of it all, I welcomed back Brian Kuhn, a seasoned financial advisor and federal benefits expert who first appeared on Money Matters in 2014. We discuss: ✅ What the current administration’s restructuring means for public sector workers ✅ How to evaluate early retirement or exit offers ✅ What steps to take before you make a decision ✅ How to...

Money Matters Episode 328- The Little Book of Data w/ Justin Evans

MONEY MATTERS with Christopher Hensley

🎥 NEW EPISODE: The Hidden Currency of Data — with Justin Evans Is data the new oil… or is it something even more valuable? In this episode of Money Matters, I sit down with Justin Evans, author of the upcoming Little Book of Data (dropping this June), to unpack how data is reshaping money, business, and your everyday life. 💡 You’ll learn: Why data is the overlooked asset class of the 21st century How businesses are using data to gain an unfair advantage The hidden risks of bad data and how it can mislead decision-makers Justin’s simple, human-centered approach to telling...

Money Matters 327- From Paycheck to Purpose W/ Derrick Kinney

MONEY MATTERS with Christopher Hensley

What if more money wasn’t the end goal—but the beginning of your bigger purpose? In this episode of the Money Matters Podcast, host Christopher Hensley sits down with Derrick Kinney, Wall Street Journal and USA Today bestselling author of Good Money Revolution and host of the Good Money Podcast. Derrick shares why traditional money advice is broken—and how you can rewrite your money story, ditch guilt, and build wealth with purpose. From asking for a raise to redefining what it means to be successful, this conversation is packed with practical tools and inspiring stories. 🔑 Topics...

Money Matters 326-Navigating Caregiving Challenges with Isabel Melgarejo

MONEY MATTERS with Christopher Hensley

Navigating Caregiving Challenges with Isabel Melgarejo | Money Matters Podcast In this episode of Money Matters with Christopher Hensley, we dive deep into the emotional and financial challenges of caregiving with special guest Isabel Melgarejo, caregiving planner and host of Time to Care: The Caregivers Podcast. What You’ll Learn: 🔹 The financial burdens caregivers face and how to plan ahead 🔹 Building a support system to avoid burnout and maintain balance 🔹 Navigating difficult conversations about aging and end-of-life care 🔹 Practical self-care strategies for caregivers 🔹...

Money Matters 325- Shut the F up and Listen ! W/ Matt Halloran

MONEY MATTERS with Christopher Hensley

Want to make your podcast interviews unforgettable? 🚀 In this episode of Money Matters 325, host Chris sits down with Matt Halloran, expert podcast coach and author of Shut the F Up and Listen, to reveal the secrets of powerful conversations, audience engagement, and podcast growth. 🔹 What You’ll Learn in This Episode: ✅ Why listening, not talking is the key to an engaging podcast 🎙️ ✅ The biggest interviewing mistake podcasters make—and how to fix it ✅ How to use storytelling to captivate your audience 📖 ✅ The Google SEO hack for growing your podcast audience 🚀...

More Episodes

Lasting effects from the worst economic downturn in our lifetime are having a staggering effect on financial health. In fact, a recent survey from Frost Bank shows current financial health as a result of the pandemic is low, with two in five (40%) Americans citing their financial situation as fair or poor.

In a time when much is out of our control, we can control our thoughts and actions which are proven to make a difference. Frost’s research found that people who talk about their finances are 2x more likely to have better financial health. And, the people talking about money have something in common – optimism.

Michelle Gielan had a dream job at CBS News—and quit. As an anchor of two national news programs, she was disturbed by the amount of negativity in the news. She didn’t want a child walking through the room while she was doing her job, hearing her continually telling negative stories about the world. But her time at CBS News also showed her the incredible power we have to create positive change by broadcasting a worldview that is more empowered, optimistic, and solution-focused.

Michelle left her job as a broadcaster at CBS News to study positive psychology—the science of happiness and human potential—under Dr. Martin Seligman (known as the founder of positive psychology) at the University of Pennsylvania Positive Psychology Center.

Michelle’s research shows how your optimistic, empowered mindset is the most valuable resource in creating happiness and forward progress. Today, she runs the Institute for Applied Positive Research, investigating how mindset fuels happiness and success at organizations including Google, Boston Children’s Hospital, The Leukemia & Lymphoma Society, and Pepsi Co.—and the results have been remarkable. Michelle has a regular series in Harvard Business Review on happiness at work and was named one of top 10 authors on resilience by HBR. She is the author of Broadcasting Happiness: The Science of Igniting and Sustaining Positive Change.

Michelle has a B.S. in Computer Engineering from Tufts University and a Masters in Applied Positive Psychology from the University of Pennsylvania.

To find out more about Michelle visit:

http://michellegielan.com/

More about Houston Money Week visit: www.Houstonmoneyweek.org http://www.cheatsheet.com/personal-fi… Financial Advisor Magazine Articles: http://www.fa-mag.com/news/advisors-s… http://www.fa-mag.com/news/on-it-s-80… You can listen live by going to www.kpft.org and clicking on the HD3 tab. You can also listen to this episode and others by podcast at: http://directory.libsyn.com/shows/vie… or www.moneymatterspodcast.com #moneymatters #christopherhensley #houston #texas #KPFT #HoustonMoneyWeek #finance #financialliteracy #education

TOPICS