Analog Advisor

Money is often directly tied to mental well-being and status. Yet, despite growing up in a privileged family, Elizabeth Afeman grappled with depression and suicidal thoughts from a young age. Now, as an investment associate, Elizabeth shares her journey of overcoming mental health struggles and challenging societal assumptions. Hosts Wes Brown and Dr. Sonya Lutter speak with Elizabeth about the importance of seeing individuals holistically rather than making assumptions based on external factors like wealth or grades. Tune in to find our how their unconventional career paths in finance encourages us all to removing the "shoulds" from our vocabulary. - - - - - - - - - - - - - - - - Learn more about Analog Advisor Analog Advisor is a production of Palm Tree Pod Co. Subscribe Apple Podcast | Spotify Follow Us Twitter | LinkedIn | Website Have thoughts or ideas for future topics or episodes, email us at hello@analogadvisorpodcast.com

From the profound wisdom of finding internal happiness beyond material possessions to the transformative power of intentionally seeking positive experiences in life, our recent episodes have been deeply clarifying. Sonya Lutter and Wes Brown reflect on insightful conversations with guests Chris Budd and Dan Haylett. Delving into the intricate relationship between joy, happiness, and financial well-being. We explore the multifaceted nature of happiness at different life stages and the factors that influence our well-being. Through engaging discussions on effective listening, empathy-building, and embracing new beginnings, this recap offers practical guidance for cultivating joy and financial well-being in our lives: challenges conventional notions of wealth and fulfillment, invaluable insights into retirement as a new beginning, emphasizing the importance of building empathy, spending time outdoors, and embracing generosity for lasting mental health benefits. - - - - - - - - - - - - - - - - Learn more about Analog Advisor Analog Advisor is a production of Palm Tree Pod Co. Subscribe Apple Podcast | Spotify Follow Us Twitter | LinkedIn | Website Have thoughts or ideas for future topics or episodes, email us at hello@analogadvisorpodcast.com

How can you stitch together a fulfilling life in retirement when you lose the identity and social connections that came with your career? Wes Brown and Dr. Sonya Lutter sit down with financial advisor Dan Haylett to talk about exercises for a confident transition. Dan shares his philosophy of helping clients transition to retirement by prioritizing purpose, identity, and meaningful time spent. Tune in to learn about the exercises he uses to help clients explore finding new purpose and living authentically according to their values in the next stage of life. - - - - - - - - - - - - - - - - Learn more about Analog Advisor Analog Advisor is a production of Palm Tree Pod Co. Subscribe Apple Podcast | Spotify Follow Us Twitter | LinkedIn | Website Have thoughts or ideas for future topics or episodes, email us at hello@analogadvisorpodcast.com

When financial planner and author Chris Budd redefined 'financial well-being,' it changed his entire outlook on coaching. Join hosts Wes Brown and Dr. Sonya Lutter as they learn the practical coaching techniques Chris uses to help his clients find purpose beyond wealth, challenging conventional assumptions about money and happiness. From contemplating life's purpose to embracing the transformative power of kindness, Chris shares invaluable wisdom that transcends traditional financial planning. He reminds us that happiness isn't merely a fleeting goal but a sustainable state of contentment and well-being. Drawing from Buddhist philosophy, he emphasizes joy as the essence of existence, attained through acts of kindness and advocates for intrinsic motivations over isolated goals, urging us to lead lives filled with meaning and purpose rather than constantly searching for them. - - - - - - - - - - - - - - - - Learn more about Analog Advisor Analog Advisor is a production of Palm Tree Pod Co. Subscribe Apple Podcast | Spotify Follow Us Twitter | LinkedIn | Website Have thoughts or ideas for future topics or episodes, email us at hello@analogadvisorpodcast.com

Wealth isn't just about the money—it's about the richness of our relationships, the quality of our time, and the sense of contentment in our lives. In this episode, hosts Wes Brown and Sonya Lutter reflect on the first quarter of conversations on Analog Advisor. From exploring different "lands of wealth" to the impact of financial transparency on relationship satisfaction, they unpack how money changes the fabric of human connection. From dialogues with Dr. Jim Grubman and Scott Rick, Sonya and Wes have some serious insight to unpack. Learn how joint vs separate bank accounts impact relationship satisfaction and why financial transparency might be the secret ingredient to lasting happiness. Tune in to challenge conventional notions of wealth and well-being and consider the role money plays in our relationships. - - - - - - - - - - - - - - - - Learn more about Analog Advisor Analog Advisor is a production of Palm Tree Pod Co. Subscribe Apple Podcast | Spotify Follow Us Twitter | LinkedIn | Website Have thoughts or ideas for future topics or episodes, email us at hello@analogadvisorpodcast.com

How does financial literacy and open communication help families navigate wealth and plan for the future? Family wealth consultant Dr. Jim Grubman joins hosts Wes Brown and Dr. Sonya Lutter to dissect the intersection of wealth, psychology, and legacy. Jim shares his career journey from psychology to wealth management, including into his personal experiences with inherited wealth and his approach to teaching children about money management. From adapting parenting styles for affluent families to navigating wealth issues, the conversation offers valuable insights on fostering open communication and promoting positive financial literacy. Psychology, family dynamics, and family business intertwine in this invaluable conversation. Tune in to learn how we can integrate these tools for the benefit of both their family and society. - - - - - - - - - - - - - - - - Learn more about Analog Advisor Analog Advisor is a production of Palm Tree Pod Co. Subscribe Apple Podcast | Spotify Follow Us Twitter | LinkedIn | Website Have thoughts or ideas for future topics or episodes, email us at hello@analogadvisorpodcast.com

Ever wondered how your spending habits shape your relationships? Scott Rick, a behavioral scientist at the University of Michigan's Ross School of Business, knows that many people do. In this episode of Analog Advisor, hosts Wes Brown and Sonya Lutter sit down with Scott to help us understand how money impacts matrimony, and more. Scott is the author of a new book, 'Tightwads and Spendthrifts,' which just hit shelves today. Drawing from original research and a vast body of interdisciplinary work, the book offers a roadmap for understanding your financial psychology and creating a game plan for a happy life together. Turns out, it's not just about our bank accounts - let's get past the surface of financial decisions, and take a deep dive into the intricate interplay of money, relationships, and the psychology that shapes our most intimate connections. - - - - - - - - - - - - - - - - Learn more about Analog Advisor Analog Advisor is a production of Palm Tree Pod Co. Subscribe Apple Podcast | Spotify Follow Us Twitter | LinkedIn | Website Have thoughts or ideas for future topics or episodes, email us at hello@analogadvisorpodcast.com

As we step into a new year, what better way to kickstart your journey than with insights from the dynamic duo of Analog Advisor? Join hosts Wes Brown and Sonya Lutter in their introduction episode as they share their unique paths into financial planning, emphasizing the power of relationships over money. Sonya, a trailblazer in financial therapy with a background in speech pathology and marriage counseling, and Wes, weaving the complexities of financial planning through his musical journey, bring a fresh perspective to the world of finance. In this episode, they discuss the importance of human connection, the heart of financial advising, and the books that have shaped their paths. Plus, get a sneak peek into the exciting interviews lined up for 2024, promising a year of phenomenal conversations that will elevate your understanding of finance and intentional living. Subscribe now and start your year with the wisdom, inspiration, and fun that Analog Advisor promises to deliver. Let's make 2024 a year of financial empowerment and meaningful connections! - - - - - - - - - - - - - - - - Learn more about Analog Advisor Analog Advisor is a production of Palm Tree Pod Co. Subscribe Apple Podcast | Spotify Follow Us Twitter | LinkedIn | Website Have thoughts or ideas for future topics or episodes, email us at hello@analogadvisorpodcast.com

From the gridiron of the NFL to the boardrooms and bankruptcy courtrooms, Marques Ogden has experienced the highs and lows of success. Now, he's on a mission to leave a legacy. In this episode of Analog Advisor, host Wes Brown sits down with Marques for part two of their conversation about making it big - and bouncing back. Marques shares his experience with anger issues growing up, and the impact of the values instilled in him by his grandparents around education, family, and hard work, and why therapy was a game-changer. Now a highly sought-after speaker, podcaster, and author who has worked with 53 Fortune 500 companies, Marques's story is an inspiring testament to the transformative power of perseverance and self-discovery. To learn more about Marques, check out this website. - - - - - - - - - - - - - - - - Learn more about Analog Advisor Analog Advisor is a production of Palm Tree Pod Co. Subscribe Apple Podcast | Spotify Follow Us Twitter | LinkedIn | Website Have thoughts or ideas for future topics or episodes, email us at hello@analogadvisorpodcast.com

Michael G. Thomas Jr., Ph.D., is an Accredited Financial Counselor (AFC) and a lecturer at the University of Georgia. His research focuses on financial empathy and self-compassion, data visualization’s effects on financial behavior, and the connection between brain function and money. Wes and Dr. Thomas dive deep into the pivotal moments of his life that catalyzed his passion for teaching financial wisdom - from growing up in Gary, IN, losing his sister to domestic violence, to earning his Ph.D. and becoming an Accredited Financial Counselor. Michael has emerged as a trailblazing leader in promoting financial well-being and sustainable wealth creation for a more equitable future. Dr. Thomas is also the founder of the virtual financial coaching service Modom Solutions and the author of the book Black Financial Culture: Building Wealth from the Inside Out. Learn how vulnerability plays a key role in social capital theory and Black financial culture, and how rock bottom experiences shape our paths to generational wealth. Dr. Michael Thomas Instagram Modom Solutions - - - - - - - - - - - - - - - - Learn more about Analog Advisor Analog Advisor is a production of Palm Tree Pod Co. Subscribe Apple Podcast | Spotify Follow Us Twitter | LinkedIn | Website Have thoughts or ideas for future topics or episodes, email us at hello@analogadvisorpodcast.com

After playing college football at Howard University and spending five years in the NFL, Marques Ogden started and grew an 8-figure construction company. However, his ego got in the way, leading him to file for Chapter 7 bankruptcy with only $400 to his name. He went from being a millionaire to making $8.25/hr. Now a highly sought-after speaker, podcaster, and author who has worked with 53 Fortune 500 companies, Marques measures his worth by building relationships and helping others understand the path to success. Marques’s story is proof that real fortune is not always just about making it big - it's also about bouncing back. In this episode of Analog Advisor, Marques speaks with host Wes Brown about his struggle with identity and how he rebuilt his life from the ground up. Marques Ogden Website | Instagram | LinkedIn - - - - - - - - - - - - - - - - Learn more about CogentBlue Wealth Advisors Analog Advisor is a production of Palm Tree Pod Co. Subscribe Apple Podcast | Spotify Follow Us Twitter | LinkedIn | Website Have thoughts or ideas for future topics or episodes, email us at hello@analogadvisorpodcast.com - - - - - - - - - - - - - - - - Learn more about Analog Advisor Analog Advisor is a production of Palm Tree Pod Co. Subscribe Apple Podcast | Spotify Follow Us Twitter | LinkedIn | Website Have thoughts or ideas for future topics or episodes, email us at hello@analogadvisorpodcast.com

The digital age impacts our families in more ways than we realize. This week on Analog Advisor, our host Wes Brown is joined by Joey Odom to talk about why we need to take our relationships with phones seriously, and the real life that happens when we put down our phones. Joey is the co-founder of Aro, a digital wellbeing solution for families who want to be more intentional about their smartphone use - together. Despite the staggering statistics of impact - unhappiness, health issues, depression - Joey has hope that we will adapt and have a healthier relationship with our devices in the near future. Learn More About Aro Website | Twitter | Instagram | YouTube | Facebook | LinkedIn Check Out The Aro Podcast, hosted by Joey Odom, a new episode drops every Tuesday. - - - - - - - - - - - - - - - - Learn more about CogentBlue Wealth Advisors Analog Advisor is a production of Palm Tree Pod Co. Subscribe Apple Podcast | Spotify Follow Us Twitter | LinkedIn | Website Have thoughts or ideas for future topics or episodes, email us at hello@analogadvisorpodcast.com - - - - - - - - - - - - - - - - Learn more about Analog Advisor Analog Advisor is a production of Palm Tree Pod Co. Subscribe Apple Podcast | Spotify Follow Us Twitter | LinkedIn | Website Have thoughts or ideas for future topics or episodes, email us at hello@analogadvisorpodcast.com

This week on the podcast, Wes talks with financial therapist Dr. Sonya Lutter. In this episode, Wes and Sonya discuss her research on how financial stress impacts relationships, where common issues arise, and specific strategies that can be used around finances to positively impact relationships. Dr. Sonya Lutter LinkedIn ENLITE Website - - - - - - - - - - - - - - - - Learn more about CogentBlue Wealth Advisors Analog Advisor is a production of Palm Tree Pod Co. Subscribe Apple Podcast | Spotify Follow Us Twitter | LinkedIn | Website Have thoughts or ideas for future topics or episodes, email us at hello@analogadvisorpodcast.com - - - - - - - - - - - - - - - - Learn more about Analog Advisor Analog Advisor is a production of Palm Tree Pod Co. Subscribe Apple Podcast | Spotify Follow Us Twitter | LinkedIn | Website Have thoughts or ideas for future topics or episodes, email us at hello@analogadvisorpodcast.com

In the first season of Analog Advisor, our host Wes Brown spoke with guests about the way money intersects with, well, just about everything. He spoke with authors, economists, and psychologists and analyzed financial patterns in our relationships at home and in our communities. So what’s next? To kick off 2023, Wes sat down with the producer of Analog Advisor, Anthony Palmer, to reflect on why we’re here and what’s to come. Tune in to learn about the “analog ethos” and how Wes has applied it in his personal and professional life. Plus, Anthony and Wes discuss what happens when we choose to be analog, and why it’s important to examine our relationship with technology. Anthony is owner and founder of Palm Tree Pod Co. and helps people create podcasts about wellness and the human experience. To find out more, check out the show notes. - - - - - - - - - - - - - - - - Learn more about CogentBlue Wealth Advisors Analog Advisor is a production of Palm Tree Pod Co. Subscribe Apple Podcast | Spotify Follow Us Twitter | LinkedIn | Website Have thoughts or ideas for future topics or episodes, email us at hello@analogadvisorpodcast.com - - - - - - - - - - - - - - - - Learn more about Analog Advisor Analog Advisor is a production of Palm Tree Pod Co. Subscribe Apple Podcast | Spotify Follow Us Twitter | LinkedIn | Website Have thoughts or ideas for future topics or episodes, email us at hello@analogadvisorpodcast.com

In this episode, Wes interviews Dr. Sarah Newcomb, a behavioral economist for Morningstar and the author of Loaded: Money, Psychology, and How to Get Ahead without Leaving Your Values Behind, published in 2016. One of the most interesting things about Sarah is that her passion for her work is rooted in her own financial journey. Even with degrees in math and financial economics, Sarah found herself struggling to manage her own finances. It wasn’t until she confronted her relationship with money and the subconscious beliefs she held that were undermining her success that she was able to make real financial progress. Wes and Sarah explore topics such as the role our beliefs about money play in building wealth, the number one predictor of well-being, and how to confront the fears we have that could be holding us back from building wealth. Be sure to listen to the end to hear Sarah’s thoughts on what our balance sheets should consist of and how to watch out for “dark patterns” and “sludge” in the financial products that we use. In This Episode: Dr. Sarah Newcomb LinkedIn | Book Morningstar Articles Discussed: The Difference Between Wealth and Well-Being Sludgeby Cass Sunstein How to watch out for “dark patterns” and “sludge” - - - - - - - - - - - - - - - - Learn more about CogentBlue Wealth Advisors Analog Advisor is a production of Palm Tree Pod Co. Subscribe Apple Podcast | Spotify Follow Us Twitter | LinkedIn | Website Have thoughts or ideas for future topics or episodes, email us at hello@analogadvisorpodcast.com - - - - - - - - - - - - - - - - Learn more about Analog Advisor Analog Advisor is a production of Palm Tree Pod Co. Subscribe Apple Podcast | Spotify Follow Us Twitter | LinkedIn | Website Have thoughts or ideas for future topics or episodes, email us at hello@analogadvisorpodcast.com

This week on the podcast, Wes is joined once again by David Sax to discuss his latest book, The Future Is Analog. In this episode, Wes and David explore how the digital future we’ve been promised for so long fell flat when the pandemic hit, and what implications that has for how we structure our lives going forward. In This Episode: David Sax Website Buy The Future Is Analog - - - - - - - - - - - - - - - - Learn more about CogentBlue Wealth Advisors Analog Advisor is a production of Palm Tree Pod Co. Subscribe Apple Podcast | Spotify Follow Us Twitter | LinkedIn | Website Have thoughts or ideas for future topics or episodes, email us at hello@analogadvisorpodcast.com - - - - - - - - - - - - - - - - Learn more about Analog Advisor Analog Advisor is a production of Palm Tree Pod Co. Subscribe Apple Podcast | Spotify Follow Us Twitter | LinkedIn | Website Have thoughts or ideas for future topics or episodes, email us at hello@analogadvisorpodcast.com

In this episode, Wes interviews Dr. Sarah Fallaw, an industrial psychologist, the founder and president of DataPoints, and co-author of The Next Millionaire Next Door: Enduring Strategies for Building Wealth. She’s also the daughter of the Dr. Thomas J. Stanley, who was considered one of the foremost experts on wealth accumulation. His book The Millionaire Next Door: The Surprising Secrets of America’s Wealthy., was a NYT best seller and shattered the myths many people believed about what it takes to become a millionaire. Sarah and her father were working on the follow-up to The Millionaire Next Door when Dr. Stanley died in a car crash in 2015. Over the next few years, Dr. Fallaw continued what she and her father started, ultimately releasing The Next Millionaire Next Door: Enduring Strategies for Building Wealth in 2018. Sarah joins us to describe what’s different about millionaires, more than two decades later… and what’s remained the same. In This Episode: Datapoints Dr. Thomas Stanley The Millionaire Next Door The Next Millionaire Next Door Seed - - - - - - - - - - - - - - - - Learn more about CogentBlue Wealth Advisors Analog Advisor is a production of Palm Tree Pod Co. Subscribe Apple Podcast | Spotify Follow Us Twitter | LinkedIn | Website Have thoughts or ideas for future topics or episodes, email us at hello@analogadvisorpodcast.com - - - - - - - - - - - - - - - - Learn more about Analog Advisor Analog Advisor is a production of Palm Tree Pod Co. Subscribe Apple Podcast | Spotify Follow Us Twitter | LinkedIn | Website Have thoughts or ideas for future topics or episodes, email us at hello@analogadvisorpodcast.com

This week on the podcast, Wes interviews Father Nick Hamilton, a priest at Old North Abbey in Knoxville, TN and co-host of the podcast, Two Priests Talking. In this episode, Wes and Nick discuss topics like stewardship and materialism, how our mortality can and should impact how we live our lives and by extension, manage our resources, and the moral perils and challenges that arise as we accumulate wealth. In This Episode: Father Nick Hamilton Old North Abbey Two Priests Talking Podcast Gilead by Marilynne Robinson Paint Mountain Baker Creek Preserve - - - - - - - - - - - - - - - - Learn more about CogentBlue Wealth Advisors Analog Advisor is a production of Palm Tree Pod Co. Subscribe Apple Podcast | Spotify Follow Us Twitter | LinkedIn | Website Have thoughts or ideas for future topics or episodes, email us at hello@analogadvisorpodcast.com - - - - - - - - - - - - - - - - Learn more about Analog Advisor Analog Advisor is a production of Palm Tree Pod Co. Subscribe Apple Podcast | Spotify Follow Us Twitter | LinkedIn | Website Have thoughts or ideas for future topics or episodes, email us at hello@analogadvisorpodcast.com

On this episode, Wes joins the Name Image Likeness Podcast! During this episode, we are joined by Wes Brown from CogentBlue Wealth Advisors. We discuss Wes’ unique journey to becoming a wealth advisor and we discover more about the role of a wealth advisor. Wes describes best practices that athletes can apply now to NIL income that can translate into growing wealth after graduation. Wes describes how athletes can responsibly manage money earned through NIL opportunities. We discuss our favorite recent nillies. Wes brings up one of our all-time favorites, Josh Paschal’s run as the Defender of Decay for Steckler Pediatric Dentistry. We also discuss Decoldest Crawford’s deal with SOS Heating and Cooling and The Matador Club’s deal with Texas Tech football players. We hear from Nillie Athlete Sai Brown and learn more about his personal brand and interests. To learn more about our Nillie platform, visit nillie.io or email contact@victreefi.com. In This Episode: CogentBlue Wealth Advisors Wes Brown Nillie.io Defender of Decay Steckler Pediatric Dentistry Decoldest Crawford The Matador Club Sai Brown VicTreeFi on Instagram | Facebo - - - - - - - - - - - - - - - - Learn more about Analog Advisor Analog Advisor is a production of Palm Tree Pod Co. Subscribe Apple Podcast | Spotify Follow Us Twitter | LinkedIn | Website Have thoughts or ideas for future topics or episodes, email us at hello@analogadvisorpodcast.com

This week on the podcast, Wes interviews Certified Financial Planner Bob Bolen. Bob has had a storied career and his credentials include being both a CFP and CFA, as well having training in financial psychology and helping clients through major financial transitions. Career-wise, Bob spent his early years as an equity analyst, later moving onto building and selling a financial planning practice, and ultimately starting a fintech company. In this episode, Wes and Bob discuss a handful of topics, but the primary focus is on life-centered financial planning. They explore what it means to put money in service to your life as opposed to the opposite, and why this approach leads to better outcomes. In This Episode: Touchstone Pathway Money Quotient Etch The Loveless Cafe Natchez Trace Parkway Discover Your Destiny by Bill and Kathy Peel - - - - - - - - - - - - - - - - Learn more about CogentBlue Wealth Advisors Analog Advisor is a production of Palm Tree Pod Co. Subscribe Apple Podcast | Spotify Follow Us Twitter | LinkedIn | Website Have thoughts or ideas for future topics or episodes, email us at hello@analogadvisorpodcast.com - - - - - - - - - - - - - - - - Learn more about Analog Advisor Analog Advisor is a production of Palm Tree Pod Co. Subscribe Apple Podcast | Spotify Follow Us Twitter | LinkedIn | Website Have thoughts or ideas for future topics or episodes, email us at hello@analogadvisorpodcast.com