Behavioral Finance – The Simply Retirement Podcast

The Science of Happier Spending: Behavioral Finance Insights with Brendan Frazier (Ep. 61)

By The Simply Retirement Podcast | July 16, 2025

What if money could buy happiness, but only if you knew how to spend it?

In this episode, I sit down with Brendan Frazier, Chief Behavioral Officer at RFG Advisory, to uncover five practical, research-backed ways to feel more joy and purpose in your retirement spending. We talk about how aligning spending with values can remove guilt and increase fulfillment, especially for women navigating major life transitions like divorce or widowhood.

Brendan discusses:

Why spending on experiences creates lasting happiness over buying material things
How to “buy time” and use money to focus on what matters most
The psychological benefits of delayed gratification
Why generosity lights up the brain’s reward center more than self-spending
The key difference between spending more and spending better
And more!

Resources:

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Connect with Brendan Frazier:

About our Guest:

Brendan Frazier is the Chief Behavioral Officer at RFG, the host of The Human Side of Money podcast, and a nationally recognized voice on behavioral finance. After starting his career as a consultant to financial advisors around the country, he started his own financial advisory business and was twice named one of Investopedia’s Top 100 Financial Advisors in the U.S. Most recently, he built a global training platform to help financial advisors and their clients better understand the behavioral, psychological, and emotional sides of money. When he’s not diving into the latest behavior and psychology research, he is spending time with his wife Shannon and three kids, Brooks, Shepherd, and Merritt. And, he welcomes all unsolicited advice on how to successfully raise three kids.

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Navigating Retirement with Confidence and Clarity with Kathleen Burns Kingsbury (Ep. 59)

By The Simply Retirement Podcast | July 2, 2025

Money can feel like the last taboo, especially when it comes to retirement. But what if opening up could completely transform your future?

In this episode, I sit down with Kathleen Burns Kingsbury, Founder of KBK Wealth Connection and author of Breaking Money Silence®, to explore how our early beliefs about money affect our entire financial life. We unpack the emotional side of retirement planning and how having the right conversations, even the uncomfortable ones, can lead to more confident and joyful retirements.

Key points:

Kathleen’s journey from finance to counseling psychology and founding KBK Wealth Connection
How unconscious beliefs form our money mindset from childhood
Why many women feel excluded from financial decisions and how to reclaim their voice
The emotional side of retirement and how it differs dramatically from previous generations
Conversation starters and mindset shifts for clients and advisors to address financial silence
And more!

Resources:

Connect with Eric Blake:

Connect with Kathleen Burns Kingsbury:

About our Guest:

Kathleen Burns Kingsbury isn’t your average money mindset and advisor coach; she’s a pioneering force in the realm of women and money, setting her apart from conventional counterparts. With over 18 years of specialized experience, she’s dedicated herself to empowering women across finance, business, and entrepreneurship. As a mentor to female entrepreneurs, Kathleen offers invaluable guidance, drawing from her extensive background in wealth psychology and client communication. Her expertise extends to working with financial advisors, helping them navigate the complexities of wealth management while fostering stronger client relationships.

Her signature program, “Unleash Your True Value™: How to Shift Your Mindset, Boost Your Confidence, and Close More Sales,” is the culmination of her expertise, honed through years of helping women executives, financial advisors, and entrepreneurs break free from money silence.

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