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Media

XY Podcast featuring Dr. Moira Somers

Here is an engaging and timely interview with Clayton Daniel of XY Adviser on how advisers can better help clients with mental health problems. We also proposed some ideas for how to create more cross-pollination of ideas between our mutual professions.

Interview on the Breaking Money Silence Podcast

Money Myth: Financial advisors are experts at giving advice. Season 4, Episode 67

A financial advisor can save you time and help you remain disciplined about reaching your financial goals. But are they an expert at giving advice? And should you always follow their recommendations? Listen in as Kathleen and Moira discuss the human side of finance and how advisors may need a little more training to become proficient in advice giving.