That Makes Cents Podcast

Helping People Talk About Money

"That Makes Cents" launched in 2019 with the goal of helping listeners -- both advisors and their clients -- learn how to navigate uncomfortable money conversations and gain insights into the evolution of financial planning. Building on the success of the two previous seasons, season three of “That Makes Cents” focuses on the importance of financial wellness and is available in both audio and video format.

This season’s listeners and viewers will gain insights into what financial wellness is and how advisors can help Americans achieve it – a critical discussion topic following the COVID-19 pandemic. Conversations will cover the culture of money, financial literacy for children, financial therapy, financial planning as a workplace benefit, and financial peace of mind, among other topics. With guest appearances from industry thought leaders and financial advisors, you'll be left nodding your head and saying, "That makes sense!"

Episode Library

Click below to listen or search for "That Makes Cents" on Spotify, iTunes, Audioboom, Stitcher, Google Play, and Tunein.

Season 3: Financial Wellness

That Makes Cents · Financial Advice For The 99%

That Makes Cents · Why Employers Need To Offer Financial Wellness Programs

That Makes Cents · We All Need Financial Therapy

That Makes Cents · How Different Cultures Think About Money

That Makes Cents · Financial Literacy For Kids

That Makes Cents · What Is Financial Wellness, And How Do We Achieve It?

Season 2: Advisor Marketing

That Makes Cents · Takeaways From Season 2 + Previewing Season 3

That Makes Cents · How One Advisor Went Viral On Social Media

That Makes Cents · Engaging With Clients And Prospects In Ways That Strengthen Your Brand

That Makes Cents · How Advisors Should Plan Virtual Events

That Makes Cents · Should You Hire A Marketer Or Do It Yourself?

That Makes Cents · The Roadmap For Advisor Marketing

That Makes Cents · Season 2 Trailer

Season 1: Talking Money and More

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