Human-centric Investing Podcast

Latest Episodes:

How a Jockey’s Financial Journey Led to Peace and Prosperity Feb 19, 2025

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Billy Peterson, former jockey and current financial advisor, discusses his three pillars to a successful life—wealth, health, and happiness.

Billy Peterson is not affiliated with Hartford Funds

How to Protect Elderly Clients From Family Inheritance Manipulation Feb 05, 2025

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Kristin Hetzer returns to the podcast to equip financial professionals with safeguards against unusual client activities.

Kristin Hetzer is not affiliated with Hartford Funds

The First 100 Days: Trump’s Fast and Furious Start Jan 21, 2025

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While 2024 was all about politics and the election, 2025 will be a year of substantive policy changes. JT Taylor breaks down how this could affect financial markets and financial advisors.

How to Guide Clients Through Life Transitions in Retirement Jan 08, 2025

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Nancy Schlossberg returns to the podcast to discuss three major components to help clients make sense out of the transitions they are experiencing in retirement.

How to Recognize Financial Elder Abuse With Your Clients Nov 22, 2024

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Kristin Hetzer, CFP and author of Valle Egypt, discusses a sensitive and unfortunately prevalent topic—financial elder abuse.

How to Help Clients Transfer Wisdom, Not Just Wealth Nov 13, 2024

Show notes

Kathleen Burns Kingsbury returns to the podcast to share how financial professionals should prepare their clients to have a family money talk when preparing to pass down assets.

Kathleen Burns Kingsbury is not affiliated with Hartford Funds

How to Convey to Clients the Importance of Mattering in Retirement Oct 30, 2024

Show notes

Nancy Schlossberg, an expert in the areas of retirement and life transitions, shares a concept that people are often overlooking when they plan for their future—mattering.

Nancy Schlossberg is not affiliated with Hartford Funds

How Your Money Style Influences Financial Decision-Making Oct 16, 2024

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Kathleen Burns Kingsbury, wealth psychology expert, explains why financial professionals should know the importance of each client's money story.

Trump vs. Harris: What to Watch For Oct 02, 2024

Show notes

JT Taylor, chief political strategist at Hedgeye Potomac Research, breaks down various House and Senate races and the key issues that may ultimately decide the presidency.

How Role Setting is Vital to Your Business Planning Sep 17, 2024

Show notes

Jeremy Keil returns to the podcast to discuss three vital areas to business development: growing, planning, and serving.

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