Preview Mode Links will not work in preview mode

The Investors First Podcast

May 2, 2024

Today we host Dr. Meir Statman, somebody who was extremely productive during the pandemic, which included completing his new book A Wealth of Well Being. For those familiar with his behavioral finance research, Meir needs no introduction. For the rest of you listening, Meir has devoted his entire career to behavioral finance and making better investment decisions. We were fortunate to have the opportunity to host Meir for an event before the pandemic, but this is the first time he has been on our podcast.


Meir received his Ph.D. from Columbia University and his B.A. and M.B.A. from the Hebrew University of Jerusalem. It is worth noting that his research has been published in countless reputable academic journals and has been supported by the CFA Institute Reserarch Foundation, the National Science Foundation and the Investment Management Consultants Association (IMCA). 


In today’s episode, we cover the different measures of wealth in a person’s life and the case for diversification across the various measures of wealth one can have (financial, social, cultural, among others). We also discuss human capital as a measure of wealth, optimal vs. sensible portfolio management, overspending vs. underspending, self-actualization, and more.


Today's hosts are Steve Curley, CFA (Founder, 55 North Private Wealth) & guest host Frank Garcia, CFA (Founder, Frankly Finances). 


Please enjoy the episode. Follow us on Twitter & LinkedIn. 


Social Media:


LinkedIn Post (and Facebook):

New episode w/ Dr. Meir Statman, Professor of Finance at Santa Clara University, hosted by Steve Curley, CFA & Frank Garcia, CFA


*Various measures of wealth a person can have

*The healing power of multiple forms of wealth

*Human capital as a measure of wealth

*Optimal vs. sensible portfolio management

*Overspending vs. underspending



Enjoy! Insert link here


Twitter Post:

New episode w/ Dr. Meir Statman, hosted by Steve Curley, CFA & Frank Garcia, CFA. We discuss personal wealth beyond the numbers (well-being) with the authority on the topic.


Show Notes: 

Santa Clara University:

New book: A Wealth of Well-Being

Office Hours with Professor Meir Statman: A Crash Course in Behavioral Finance