Behavioral Finance

Dr. Daniel Crosby, author of The Soul of Wealth, joins Jason for the podcast's first video episode. The conversation explores money as a means rather than an end, why behaviour drives most real-world investment outcomes, and how the idea of enough fits into both financial planning and a purpose-driven life.

Alex Kirby, co-founder of Total Family Management, explains family coaching and why it works more like personal training than therapy. The conversation covers building a family vision of purpose, values, and goals, and why that groundwork helps with communication, entitlement, and business succession.

Behavioural finance expert Brian Portnoy, founder of Shaping Wealth and author of The Geometry of Wealth, discusses how evolutionary wiring shapes financial decisions. The conversation covers why advisors benefit from understanding their own biases and what positive psychology says about the inputs to a life well lived.

Jamie Hopkins of Carson Group, author of Find Your Freedom, connects money to life purpose. The conversation explores how upbringing shapes adult attitudes toward money, why purpose matters in financial planning, and how community can either add to a life or quietly drain it.

Business coach Kyley Paul joins Jason Pereira to unpack vision planning for business owners, what it means, and why it matters. The episode explores how anchoring activities to personal driving forces can shape productivity, confidence, and identity beyond the business itself.

Chad Willardson, author of Stress-Free Money, explores how childhood perceptions of money shape lifelong financial behaviour. Listeners will hear why risk is so often misjudged in both directions and how seeing what your current finances make possible can counter a scarcity mindset.

Preet Banerjee joins Jason Pereira to talk about financial literacy for the children of wealthy families. The episode explores what his workshops for 18-to-24-year-olds cover, the shirtsleeves-to-shirtsleeves-in-three-generations warning, and how pop culture shapes attitudes toward wealth.

Psychologist Dr. Moira Somers joins Jason Pereira to explore why financial advice is so hard to give and to follow. Listeners will hear how judgment from advice-givers pushes people toward easy defaults, why paying with credit dulls the pain of spending, and why early feedback matters before problems grow.

Peter Merrick, author of The King of Main Street, returns to talk with Jason about finding purpose with money at later stages of life. The conversation covers different ways to give back, why family wealth often fades by the third generation, and how philanthropy tends to take on meaning around exit time.