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Podcast: The Most Hated F-Word
Episode: How to Balance Your Future and Present Financial Needs for Fulfillment
Description: With Dr. Michael Kothakota | CEO of WolfBridge Wealth | Researcher
BIO:
Dr. Michael Kothakota has been a financial planning practitioner for over 18 years. He currently serves as CEO of WolfBridge Wealth, a Registered Investment Advisor firm and is the former Head of Research at CFP Board. As a researcher and innovator, he operates and conducts research at the intersection of artificial intelligence and the psychology of financial planning. Dr. Kothakota has consulted for financial technology firms and has developed behavioural models to assist with the delivery of financial planning services via technology platforms. He is an experienced instructor and teaches at...