Kate Stalter on how cognitive biases affect investment decisions – MAF151

This week I talk to Kate Stalter about cognitive biases and how they affect investment decisions.

She’s a journalist turned financial adviser so we also chat about how media coverage can influence people’s biases.

Welcome to episode 151 of the Marketing and Finance Podcast.

Kate Stalter on how cognitive biases affect investment decisions - MAF151

What you’ll hear about in this episode

  • Kate’s career from journalist to financial adviser, and more specifically financial educator
  • How news media across the globe affects investments decisions
  • The US perspective on active versus passive investments
  • Avoiding cognitive biases when making financial planning decisions
  • Home country bias and its effect on investment portfolios

Who is Kate Stalter?

Kate works for Better Money Decisions, a US financial adviser firm, and lives in Albuquerque.

She’s been a journalist writing in-depth market analysis for Investor’s Business Daily. She hosted the Daily Stock Analysis and Market Wrap videos on Investors.com and taught Investor’s Business Daily live seminars throughout the US.

She still contributes to Forbes, US News & World Report and TheStreet, but her main focus is helping clients around the US who face decisions about portfolio allocation, Social Security strategies, insurance needs, estate planning, college funding and all manner of financial questions.

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Edinburgh Scott Monument – Spires and Star Flyers – RogVLOG18

Winter Wonderland and the Christmas market opened recently in Edinburgh.

It’s a fun time of year with shops and restaurants, German beer huts, cheese and chocolate stalls, roundabouts and rollercoasters springing up in Princes Street Gardens and the surrounding streets.

This year they’ve built the terrifying Star Flyer ride next to the Scott Monument. A perfect combination of historic and modern.

In the latest episode of RogVLOG, I take a break from the day job and take you on a whistle-stop tour of the Edinburgh Christmas Market.

Let’s climb to the top of the Scott Monument and look down on the Star Flyer.

Which is the scarier attraction?

The historic building with its narrow spiral stone staircases, or the modern 200ft high roundabout?

I have to let you into a secret.

Even though it was a beautiful, but chilly day, when I filmed this VLOG, the climb up and down the Scott Monument was physically exhausting. Cold winds howled down its tight spiral staircases. At the top, it’s like climbing up through a drain pipe. Coming down is a test of balance and endurance.

My body trembled and I needed a big black coffee to recover from the ascent and descent. I think the Scott Monument might be the scarier attraction.

Now it’s your turn:

Which would you prefer? The historic stone monument or the white-knuckle sky ride?

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Scott Monument Spires and Star Flyers

 

Pete Matthew on building client trust through consistent audio and video content – MAF150

This is a milestone edition, and my guest is Pete Matthew.

He’s an expert financial planner, a prolific content marketer and fellow podcaster. We talk about how answering questions with video and audio content gives him a constant stream of clients for his business.

Welcome to episode 150 of the Marketing and Finance Podcast.

Pete Matthew on building client trust through consistent audio and video content - MAF150

To help celebrate 150 episodes of the Marketing and Finance Podcast I couldn’t think of anyone but Pete to sit in the spotlight. As a financial planning expert and a content marketer whose built a massive audience for his videos his own podcast, his story is a perfect fit for my goal for the show. Ideas and inspiration from someone doing great things in the world of marketing or finance. And in this case, both.

What you’ll hear about in this episode

  • How he started answering finance questions with a video camera on the beach in Penzance
  • Building the Meaningful Money Podcast into a finance show that’s popular worldwide
  • How the podcast generates a constant stream of clients for his business, Jackson’s Wealth
  • Pete’s role as a financial planner and a financial educator
  • His top tips for professionals looking to start putting together content

Who is Pete Matthew?

Pete’s a Certified Financial Planner and Chartered Financial Planner providing fee-based holistic financial planning advice in Penzance, West Cornwall. He’s also an award-winning podcaster and video blogger. His passion is to spread the word that anyone can take control of their personal finances.

He’s fulfilling this passion via his financial education website and podcast, MeaningfulMoney. Through video, podcasting and social media he’s reaching thousands of people every week with his simple financial planning message.

Links:

If you enjoyed – Pete Matthew on building client trust through consistent audio and video content – please leave a comment or a review on iTunes.

And if you know anyone who would enjoy the show – please share it with them. You can use the buttons below to share on social media.

Don’t miss an episode of the MAF Podcast – subscribe now.

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