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Wizdom Worth Noticing


Website Relaunched: Clearer Pathways, Simpler Next Steps
A relaunch should do more than look different. It should make the right next move easier to find. That was the thinking behind the newly redesigned FinWizdom website . The navigation has been simplified to create clearer pathways based on what visitors may need most in the moment—from leadership sessions and behavioral labs to content strategy, financial literacy resources, and broader workplace or educational initiatives. Rather than asking visitors to search through ideas,
Joel@FinWizdom
Apr 61 min read


Behavioral Economics Meets AI: Insights from Santiago
Link to the Keynote Presentation (The keynote opens in Spanish, with English subtitles appearing when I begin speaking.) In late August...
Joel@FinWizdom
Oct 7, 20251 min read


Why Gen Z might actually care about life insurance—Thanks to Kaleido
This is an op-ed you’ll want to read if you're interested in how behavioral economics can reshape financial protection products—and why...
Joel@FinWizdom
Jun 26, 20251 min read


Award-Winning Book of the Year for Financial Literacy + Exclusive Offer
Great news that we're thrilled to share with you! "Creating Wealth Starts with Financial Health: Discover and Overcome Behavioral Risks...
Joel@FinWizdom
Apr 14, 20242 min read


Guest appearance on Elite Expert Insider Podcast Series
Watch Elite Expert Insider Podcast series.
Joel@FinWizdom
Apr 15, 20231 min read


Virtual Book Launch Starts Now! E-Book $0.99 TODAY ONLY (MARCH 30)
The official book launch of Creating Wealth Starts With Financial Health: Discover and Overcome Behavioral Risks in Your Financial Life...
Joel@FinWizdom
Mar 29, 20231 min read


Mark your calendar: Book Launch March 30!
I’m so excited to announce the book launch of Creating Wealth Starts With Financial Health: Discover and Overcome Behavioral Risks in...
Joel@FinWizdom
Mar 23, 20231 min read


Joel@FinWizdom
Jan 28, 20230 min read


NEW EPISODE: Your friendship sucks (S5E4)
Tis the season...or is it? Are you more of a giver or a taker? Regardless if you have been extra naughty or extra nice, either one can...
Joel@FinWizdom
Dec 20, 20221 min read


NEW EPISODE: Eternal damnation awaits (S5E3)
Are you a good egg or a bad egg when it comes to your financial decision-making? Learn about the influences of moral regrets and the...
Joel@FinWizdom
Dec 7, 20221 min read


NEW EPISODE: Staying at home is unsafe (S5E2)
What does the Wizard of Oz story and playing it safe have to do with managing your money? Listen to the second episode of Season 5 as we...
Joel@FinWizdom
Nov 14, 20221 min read


NEW EPISODE: If I only had a crystal ball (S5E1)
Welcome to season 5! Past performance DOES impact future results...if you allow it to influence your financial decisions. In this...
Joel@FinWizdom
Nov 4, 20221 min read


NEW RELEASE: Revealing the secret sauce (S4E3)
In one of the most unique FinWizdom episodes to-date, be prepared to take a walk in the woods with a very special guest who is a money...
Joel@FinWizdom
Jun 3, 20221 min read


NEW RELEASE: Our love affair with IKEA (S4E2)
Whether you realize it or not, you're engaged in playing games daily...you just might not realize it. Discover its attraction over us and...
Joel@FinWizdom
May 19, 20221 min read


NEW RELEASE: If I can't play, then it's no fun (S4E1)
You probably don't realize it, but your playing games everyday and they are influencing your spending, saving, borrowing and investing...
Joel@FinWizdom
Apr 26, 20221 min read


Understanding Behavioral Finance Through Storytelling
If this topic sounds interesting to you, I hope you'll join me in-person or online, on Wednesday, April 13, 2022 at 6pm ET, for what...
Joel@FinWizdom
Apr 7, 20221 min read


NEW RELEASE: Life is short...but don't short-change your lifestyle (Bonus Episode)
What could a mouse, a cookie and New Year's resolutions all possibly have in common? Find out in this very special, bonus episode of...
Joel@FinWizdom
Jan 12, 20221 min read


Did this offer catch your eye?
Have I successfully enticed you to learn more about the "biggest sale?" You are not the only one. In fact, the lure of a huge discount...
Joel@FinWizdom
Jan 6, 20222 min read


NEW RELEASE: Bullied by the group (S3E5)
Having trouble deciding what's for dinner tonight? You may have a craving for a particular flavor, but are you feeling pressure from...
Joel@FinWizdom
Dec 17, 20211 min read


NEW RELEASE: What's the special occasion? (S3E4)
Remember playing the game rock-paper-scissors? A harmless game in your youth, but not so harmless game when metaphorically experiencing...
Joel@FinWizdom
Dec 1, 20211 min read
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