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That Makes Cents

Business & Economics Podcasts

"That Makes Cents" is a podcast presented by eMoney Advisor and powered by Benzinga. Each episode of “That Makes Cents” will feature interviews with thought leaders and key decision makers from across the financial services industry. These experts will draw from their backgrounds to provide insights on the intersection of financial planning, technology and behavioral finance. The goal is to improve how people think about money for themselves and talk about it with their advisors and peers.

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United States

Description:

"That Makes Cents" is a podcast presented by eMoney Advisor and powered by Benzinga. Each episode of “That Makes Cents” will feature interviews with thought leaders and key decision makers from across the financial services industry. These experts will draw from their backgrounds to provide insights on the intersection of financial planning, technology and behavioral finance. The goal is to improve how people think about money for themselves and talk about it with their advisors and peers.

Language:

English

Episodes

S3 Ep6: Financial Advice For The 99%

9/2/2021
An unfortunate reality of the financial advice industry is that it doesn't always help the 99%. On this episode of That Makes Cents, we're talking to three advisors who are trying to change that. Among the topics discussed: 5:30 Why financial advice needs to be offered to everyone 16:00 What advisors can do to make themselves more trustworthy 25:00 How technology is making it easier to provide financial advice to underserved populations 32:55 Ways for advisors to do more pro bono...

Duration:00:48:42

S3 Ep5: Why Employers Need To Offer Financial Wellness Programs

8/20/2021
On this episode of That Makes Cents, we're talking about financial wellness programs in the workplace. Among the topics discussed: Featured Guests: Farzin Karim, Head of Financial Wellness, SVP, Fidelity Investments https://www.fidelity.com/ Ross James, Head of Financial Planning, Sentinel Benefits Group https://www.sentinelgroup.com/ Meet The Host: Mac Gardner, CFP®, Founder, FinLitTech https://www.finlittech.com Don’t forget to rate and review to help...

Duration:00:36:36

S3 Ep4: We All Need Financial Therapy

8/4/2021
On Season 3, Ep. 4 of That Makes Cents: Featured Guests: Lindsay Bryan-Podvin, LMSW, Founder, Mind Money Balance https://www.mindmoneybalance.com/ Check Out Lindsay’s Book!👉 The Financial Anxiety Solution https://www.simonandschuster.com/books/The-Financial-Anxiety-Solution/Lindsay-Bryan-Podvin/9781646040070 Dr. Alex Melkumian, Licensed Marriage and Family Therapist http://drmelkumian.com/ Meet The Host: Mac Gardner, CFP®, Founder,...

Duration:00:42:53

S3 Ep3: How Different Cultures Think About Money

7/22/2021
On this episode of That Makes Cents, we talk about different cultures think about, and spend, their money. Among the topics discussed: Why certain cultures value homeownership more than others (9:25) Why the textbook rules don't always apply to everyone (13:00) How to increase diversity in the financial advice industry (18:50) Featured Guests: John Eing, MBA, CPA, CFP®, Relationship Manager, Abacus Wealth https://abacuswealth.com/ Chloe Moore, CFP®, Founder, Financial...

Duration:00:49:41

S3 Ep2: Financial Literacy For Kids

7/6/2021
On this episode of That Makes Cents, we talk with two companies that are actively working to increase financial literacy in children, and why it's such a problem to begin with. Featured Guests: Kevin Ruth, Founder, Finance411 https://www.finance411.com/ Brandon Horne, Head of Strategic Partners, Greenlight https://www.greenlightcard.com Meet The Host: Mac Gardner, CFP®, Founder, FinLitTech www.finlittech.com Don’t forget to rate and review to help others find the...

Duration:00:34:19

S3 Ep1: What Is Financial Wellness, And How Do We Achieve It?

6/18/2021
On the Season 3 premiere of That Makes Cents: What is financial wellness, why is it so important right now, and how do we achieve it? Featured Guests: Tina Hay, CEO, Napkin Finance napkinfinance.com Jedidiah Collins, CFP®, CEO, Your Money Vehicle yourmoneyvehicle.com https://www.amazon.com/Your-Money-Vehicle-Driving-Financial/dp/1544506287/ref=sr_1_1?dchild=1&keywords=your+money+vehicle&qid=1622761120&sr=8-1 Meet The Host: Mac Gardner, CFP®, Founder,...

Duration:00:38:53

S2 Ep7: Takeaways From Season 2 + Previewing Season 3

4/30/2021
It’s the Season 2 finale of That Makes Cents! Featured Guests: Val Rivera - Senior Product Marketing Manager, eMoney Mac Gardner - CFP, author, founder of FinLit Tech Among the topics discussed: - What every advisor needs to know in order to market themselves (1:55) - How Mac has marketed himself and his firm (9:33) - The theme of Season 3 and why it matters (13:58) Don’t forget to rate and review to help others find the show! For more information on eMoney Advisor:...

Duration:00:27:23

S2 Ep6: How One Advisor Went Viral On Social Media

4/16/2021
On this episode of That Makes Cents, we're talking about social media and how advisors could and should be using it. Featured Guests: Celeste Revelli, director of financial planning, eMoney www.instagram.com/mondaymoneyminute/ Dr. Brad Klontz, professor of financial psychology, Creighton University www.yourmentalwealth.com/about-us/dr-brad-klontz/ www.tiktok.com/@drbradklontz?source=h5_m Among the topics discussed: - How to genuinely use social media as an...

Duration:00:43:01

S2 Ep5: Engaging With Clients And Prospects In Ways That Strengthen Your Brand

3/19/2021
On this episode of That Makes Cents, we're taking concepts applied in our last three episodes and applying them to client engagement. Featured Guests: Paige Hill, Manager, Demand Gen, eMoney Gwendaline Mazzara, Vice President, Practice Management & Consulting, Fidelity Investments Among the topics discussed: - How to establish your brand - The stages of the prospect/client journey - Best practices for producing your own content Don’t forget to rate and review to help...

Duration:00:31:27

S2 Ep4: How Advisors Should Plan Virtual Events

2/26/2021
Even after life returns to normal, it’s unlikely that virtual events will go away entirely. Advisors who want to plan events, be it for their clients or other advisors, will need to adjust if they haven’t already. On this episode of That Makes Cents, we speak with two people who’ve planned such events in the last year: Daniel Pelesko, eMoney’s events manager, and Greg Furer CEO of Beratung Advisors. Daniel and Greg speak directly about what has worked for them when it comes to...

Duration:00:28:57

S2 Ep3: Should You Hire A Marketer Or Do It Yourself?

1/28/2021
In the latest of That Makes Cents, an eMoney Advisor podcast powered by Benzinga, Benzinga’s Spencer Israel speaks with Christine Golden, chief marketing officer of SigniFi, and Davin Carey, financial planning consultant at Avantax Planning Partners. Every financial advisor wanting to market themselves and their practice will have to eventually answer the same question: who is going to be responsible for my marketing? Do you handle it yourself? Hire a marketing officer? Outsource...

Duration:00:26:47

S2 Ep2: The Roadmap For Advisor Marketing

12/14/2020
In Season 2, Episode 1 of That Makes Cents, an eMoney podcast powered by Benzinga, Benzinga’s Spencer Israel speaks Val Rivera, senior product marketing manager at eMoney, and Lou Melone, CFP, managing partner at Budd, Melone & Company Ask any financial advisor what the top 2-3 challenges of their job are, and chances are most of them will at least mention marketing. Because it’s hard. Even on a good day, marketing is difficult. Throw a pandemic into the equation and it makes things...

Duration:00:32:46

S2 Ep1: Season 2 Trailer

12/14/2020
Season 2 of That Makes Cents is here! Presented by eMoney, That Makes Cents is a podcast series for advisors and anyone who wants to learn something about money or how to talk about it. The theme of this season is advisor marketing. How do you find new clients? How do new clients find you? What tools can help? These are all questions we’re going to get to the bottom of by hearing directly from advisors and experts about what works for them and what doesn’t. Each episode of That...

Duration:00:01:55

S1 Ep6: Episode 6: Bridging The Gap Between Finance And Technology

3/26/2020
In Episode 6 of That Makes Cents, an eMoney Advisor podcast powered by Benzinga, Benzinga’s Spencer Israel speaks with Chad Porche, VP, User Experience and Design at eMoney, and Brad Arends, co-founder and CEO of Intellicents, about how technology has affected financial planning. One of the many ripple effects of the COVID-19 pandemic is the increased financial pressure it has put, or will put, on millions of people. The massive amount of job losses created over the past few weeks has...

Duration:00:38:54

S1 Ep5: Episode 5: How To Manage Money In Your Marriage

2/3/2020
In Episode 5 of That Makes Cents, an eMoney Advisor podcast powered by Benzinga, Benzinga’s Spencer Israel speaks with Stephanie McElheny, president of wealth planning at Aspen Wealth Strategies, and Kyle and Jess Scheetz, a newlywed couple, about managing finances within a relationship. The topic of marriage and money can be personal, vulnerable, and in some cases, avoided altogether. In a 2013 study by the National Center for Biotechnology Information, 36% of couples cited financial...

Duration:00:53:36

S1 Ep4: Episode 4: What Will Your Financial New Year's Resolutions Be?

12/30/2019
In Episode 4 of That Makes Cents, an eMoney Advisor podcast powered by Benzinga, Benzinga’s Spencer Israel speaks with Matt Schulte, head of financial planning at eMoney, and Mike Ross, owner of Cornerstone Financial Group, about something we all should be thinking about: New Year’s resolutions. The new year is upon us, which means millions of people around the world will be partaking in the annual tradition of setting New Year’s resolutions for themselves that they likely won’t...

Duration:00:36:19

S1 Ep4: Episode 3: The Head, Heart, And Hand Of Financial Advice

11/6/2019
In Episode 3 of That Makes Cents, an eMoney Advisor podcast powered by Benzinga, Benzinga’s Spencer Israel speaks with Jess Liberi, head of product at eMoney, and James Werner, co-founder of Silicon Hills Wealth Management at the 2019 eMoney Summit in Austin. As the person who oversees eMoney’s UI, UX, and innovation teams, Liberi is responsible for building all of the tools for advisors who work with them, and shaping how those tools look. And in an effort to build the toolbox for every...

Duration:00:35:12

S1 Ep3: Episode 2: So You're A Young Professional...Now What?

10/3/2019
In Episode 2 of That Makes Cents, an eMoney Advisor podcast powered by Benzinga, Benzinga’s Spencer Israel speaks with Celeste Revelli, director of financial planning at eMoney, and Eric Roberge, founder of Beyond Your Hammock. Celeste details how she and her husband got themselves into, and out of, $150,000 of student loan debt in just under 10 years. We’re also joined by Eric Roberge, founder of Beyond Your Hammock, an independent fee-only financial planning firm in Boston. He tells...

Duration:00:33:44

S1 Ep2: Episode 1: Why Is Talking About Money So Difficult?

9/5/2019
In the inaugural episode of That Makes Cents, we are joined by eMoney CEO Ed O’Brien and Pamela Capalad of Brunch & Budget, as they discuss the recent results of a survey that found more than half of Americans avoid discussing their personal finances. Among other topics discussed in the episode: For more information on eMoney Advisor: https://emoneyadvisor.com/ For more information on Brunch & Budget: https://brunchandbudget.com/ For more information on the eMoney Advisor Summit:...

Duration:00:34:28

S1 Ep1: Introducing That Makes Cents

9/5/2019
Welcome to That Makes Cents, presented by eMoney. That Makes Cents is a podcast series for anyone who wants to learn something about money and how to talk about it. Through discussions with industry experts and financial advisors, each episode will break down some trend related financial planning, technology, behavioral finance and more. Each episode of That Makes Cents will feature a rotating cast of guests from eMoney, a leading provider of solutions and services that helps people...

Duration:00:00:54