548: Experiencing The American Dream with Mark Matson

548: Experiencing The American Dream with Mark Matson

What if the financial advice you trust is actually hurting your future?

Mark Matson believes it is, and he has the data to prove it.

In this episode, I sit down with Mark Matson, founder of Matson Money and a pioneer in the evidence-based investing movement. With over $10 billion in assets under management, Mark has helped thousands of families and advisors break free from Wall Street myths, media-driven panic, and the illusion of market timing.

But Mark didn’t start in finance. In fact, he nearly gave up on the entire industry — until a few key realizations (and one powerful idea from a Nobel Laureate) reshaped his approach to wealth entirely.

We talk about:

  • The dangerous psychology behind most investing decisions and how to fix it

  • Why traditional financial advice often fails to deliver real value

  • What Wall Street doesn’t want you to understand about your money

  • The importance of storytelling in transforming investor behavior

  • Why “doing nothing” is sometimes the smartest move in volatile markets

Mark also shares how he trains financial advisors to become coaches — not salespeople — and why aligning your portfolio with purpose is key to long-term success.

Whether you’re an investor, advisor, or entrepreneur, this conversation will change how you think about money — and what it really means to grow wealth with integrity and intention.

Mark Matson is an American entrepreneur, author, and innovator in the fields of investing science and financial education. He is the creator of educational experiences, platforms, and tools that make Nobel Prize winning investing research accessible to investors and transform their relationship to money. Most notably, he is the creator of The American Dream Experience and the Matson Method.

Get Mark’s book here: https://rb.gy/h4brr0

Experiencing The American Dream: How to Invest Your Time, Energy, and Money to Create an Extraordinary Life

Here are some free gifts for you:

Overall Approach Used in Well-Managed Strategy Studies free download: www.firmsconsulting.com/OverallApproach

McKinsey & BCG winning resume free download: www.firmsconsulting.com/resumepdf

Enjoying this episode? Get access to sample advanced training episodes here: www.firmsconsulting.com/promo

Avsnitt(499)

97: The most important output in a consulting study | Management consulting project  | Benefits case

97: The most important output in a consulting study | Management consulting project  | Benefits case

An episode 96 of Strategy Skills iTunes podcast is here (Strategy Skills podcast is ranked among 5-10 top for careers in many countries worldwide).  One thing you always need to present in all of your management consulting projects is a business case. If you are not presenting a business case to a client, or a benefits case, I prefer the word benefits because it makes it clear you are looking for a benefit for a client, if you are not presenting a benefits case to a client you are making it very difficult for the client to make the decision to implement what you are saying in your recommendation as part of your management consulting project. www.FIRMSconsulting.com - optin for email updates to receive access to some episodes from our advanced #strategy programs.

21 Jan 202010min

96: "Are you undervaluing your customers?" with Bain & Company's Rob Markey

96: "Are you undervaluing your customers?" with Bain & Company's Rob Markey

Listen to this thought-provoking discussion between Michael and Rob Markey, Bain and Company's partner.  Rob Markey, a partner and director at Bain & Company and the founder of the firm’s Global Customer Strategy and Marketing practice. He is a co-author of The Ultimate Question 2.0 and is the host of the Net Promoter System podcast. He is based in New York. https://www.firmsconsulting.com/

14 Jan 20201h 9min

95: Value chain mapping | When value chain analysis are useful | Strategic management

95: Value chain mapping | When value chain analysis are useful | Strategic management

We have seen many value chain mapping examples. We have seen good value chain mapping, bad value chain mapping, incomplete value chain mapping. Ultimately, given the nature how value chain mapping will work, it can only do few things and it cannot do a few things. So if value chain mapping is presented to do things it cannot do it is flawed. When you do value chain analysis it is far more useful to see where profits are going to shift over time, that is one thing you have to do. Two, assign some probabilities of what are the odds of this happening. And 3, what influences those probabilities. You are analyzing the entire sector, the entire industry. A lot of things influencing a sector. Consumer spending can change with the recession. Recession can change things. Different legislation could cause profits move from point x to point y. Competitor making a misstep could cause it, new competitor entering, competitor going bankrupt. So whenever someone says I am so certain this will happen you should question their business judgement because you cannot predict the future. #valuechainmapping #valuechainanalysis #valuechainanalysisexplained https://www.firmsconsulting.com/

7 Jan 20209min

94: Design the value chain you need | Value chain analysis | Management consulting

94: Design the value chain you need | Value chain analysis | Management consulting

An episode 94 of Strategy Skills iTunes podcast is here (Strategy Skills podcast is ranked among 5-10 top for careers in many countries worldwide).  www.FIRMSconsulting.com - optin for email updates to receive access to some episodes from our advanced #strategy programs.

31 Dec 201917min

93: How to Manage Like Amazon (with CEO Advisor Ram Charan)

93: How to Manage Like Amazon (with CEO Advisor Ram Charan)

Every business wants to succeed like Amazon so we invited New York Times bestselling author & CEO Advisor Ram Charan to talk about How to Manage Like Amazon. From their high-velocity decision-making to their top talent hiring practices to their “Forever Day-1 Culture”, the insider secrets behind Amazon’s success are now within anyone’s grasp. Find out how Amazon does it and how you can too by listening to this fascinating conversation between Michael and Ram, whom Fortune calls “The most influential consultant alive” and whose book  Execution spent 150 weeks on the New York Times bestseller list. Ram's new book The Amazon Management System can be purchased here https://amzn.to/2RGGLy6 https://www.firmsconsulting.com

11 Dec 201951min

92: Senior partner at McKinsey & a global leader of their Organization Practice

92: Senior partner at McKinsey & a global leader of their Organization Practice

Meet Bill Schaninger, Senior Partner at McKinsey and a global leader of their Organization Practice (based in Philadelphia). Bill focuses on driving large-scale organizational and cultural change for clients across North America, Europe, and the Middle East. An expert on the role of culture, values, talent and leadership in improving business outcomes, he helps executives enhance management effectiveness. Bill has published extensively in practitioner and academic journals, on organizational topics. FIRMSconsulting.com - optin for email updates to receive access to selected episodes from our advanced training programs.

25 Okt 20191h 10min

91: How do I know what is corporate strategy

91: How do I know what is corporate strategy

An episode 91 of Strategy Skills iTunes podcast is here (Strategy Skills podcast is ranked among 5-10 top for careers in many countries worldwide).  www.FIRMSconsulting.com - optin for email updates to receive access to some episodes from our advanced #strategicmanagement programs.

24 Sep 20195min

90: What makes corporate strategy different

90: What makes corporate strategy different

You can find more training resources here: Get free access to selected episodes when you sign up for email updates: https://www.firmsconsulting.com Get Access to Firmsconsulting Training by Becoming a Member Here: https://www.firmsconsulting.com/subscription-options/ Instagram: https://www.instagram.com/firmsconsulting/ Facebook: https://www.facebook.com/Firmsconsulting/ Twitter: https://twitter.com/firmsconsulting Linkedin: https://www.linkedin.com/company/firmsconsulting

21 Sep 20195min

Populärt inom Business & ekonomi

framgangspodden
varvet
badfluence
uppgang-och-fall
rss-borsens-finest
svd-ledarredaktionen
avanzapodden
lastbilspodden
rikatillsammans-om-privatekonomi-rikedom-i-livet
fill-or-kill
rss-dagen-med-di
rss-kort-lang-analyspodden-fran-di
affarsvarlden
borsmorgon
dynastin
kapitalet-en-podd-om-ekonomi
tabberaset
montrosepodden
borslunch-2
rss-inga-dumma-fragor-om-pengar