Human-centric Investing Podcast

Latest Episodes:

Retirement Realities: Today’s Needs and Tomorrow’s Dreams Jul 09, 2025

Show notes

Your clients may have saved enough for retirement … but are they truly prepared? Catherine Collinson joins the podcast to unpack the real challenges—and surprising resilience—shaping today’s retirement outlook.

Show Notes Info:

If you’re interested in hearing more from Catherine and reading the full

report, Retirement in the USA: The Outlook of the Workforce, you can visit transamericainstitute.org.

How to Lead with Presence Jun 25, 2025

Show notes

Want to know the secret to commanding a room—without saying a word? Liz Brunner reveals the “It Factor” and how aligning your physical, mental and relational self can supercharge your presence.

Show Notes Info:

If you’re interested in hearing more from Liz, you can visit her website at https://www.lizbrunner.com/ or email her directly at info@lizbrunner.com.

How to Encourage Early Career Development in Relationship Building Jun 11, 2025

Show notes

Relationship-building isn't a soft skill—it's a strategic advantage, especially early in your career. Sean Hand, CEO of Selling by Hand, returns to the podcast tomorrow to share how reframing "sales" as service can unlock trust, referrals, and long-term success.

Show Notes Info:

To learn more tips from Sean, pick up his book “That Was Awkward - 7 Secrets of an Awkward Networker.” To request him as a speaker, find him on LinkedIn or email him at sean@sellbyhand.com.

Leveraging Life Lessons for Career and Growth May 28, 2025

Show notes

Think your past jobs don’t matter? Think again. Liz Brunner, CEO and Founder of Brunner Communications, went from the classroom to the newsroom to the boardroom, proving that every chapter of your career can be a stepping stone.

How to Quiet “Shoulds” with the FOCUS Method May 14, 2025

Show notes

Organizational expert Amanda Jefferson returns to the podcast to reveal her ultimate decluttering secrets.

Show Notes Info:

Amanda Jefferson is the owner of Indigo Organizing, the creator of the Done-With-You Digital Organizing coaching program and the Get It Done Club, and one of the world's first KonMari consultants. A TEDx speaker and co-host of the Good Enough-Ish podcast, Amanda has been featured in Real Simple, Harpers Bazaar, the Wall Street Journal, and Better Homes & Garden, among others. She was recently named a Top 50 Women Speaker of 2024 by renowned speaker and author Jess Ekstrom. Known affectionately as the Tech Whisperer, Amanda helps busy people declutter their digital lives and talks to audiences about how to quiet the noisy shoulds of society.

How to Network and Build Lasting Connections Apr 30, 2025

Show notes

Sean Hand joins us to share his tips that can help master the art of networking to build strong, lasting relationships with your clients.

Show Notes Info:

Sean Hand is founder and CEO of Selling by Hand, a business development consulting firm dedicated to helping organizations harness the power of relationship selling to exceed their most ambitious sales goals. With over 15 years of experience in the industry, he is also the author of the Amazon best-seller, That Was Awkward – 7 Secrets of an Awkward Networker. With a global reach, Sean's in-person and virtual trainings along with his published work on the topic have inspired professionals in over 60 countries.

Book - That Was Awkward - 7 Secrets of an Awkward Networker

Speaker - Look me up on Linkedin - Sean Hand, or email at sean@sellbyhand.com

Sean Hand is not affiliated with Hartford Funds

How to Empower the Next Generation with Financial Literacy Apr 15, 2025

Show notes

Billy Peterson returns to discuss the importance of financial literacy and how he’s teaching critical skills to younger generations in his community.

Book: From the Starting Gate Book

Podcast: Harnessing Your Wealth Podcast

Website: https://petersonws.com/

How Physical and Digital Clutter Can Cost You and Your Clients Apr 02, 2025

Show notes

Amanda Jefferson explores the impact of physical and digital clutter on both your life and your clients’ lives—and provides key practices to help minimize it.

Amanda Jefferson is not affiliated with Hartford Funds

The Evolution of Wealth Management Advice Mar 18, 2025

Show notes

Lena Haas, Head of Wealth Management Advice and Solutions at Edward Jones, joins us to discuss new client expectations, the demand for holistic advice, the evolution of women and wealth, and much more.

Riding the Wave of Fixed-Income Uncertainty Mar 05, 2025

Show notes

With heightened uncertainty in Washington, Amar Reganti dives into the benefits of a more flexible investing approach.

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