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Financial decisions are endlessly complicated. There’s a huge body of academic literature that tries to study them to look for answers on how to improve decision making while a broad industry of financial advisors also work with investors every day on decisions that affect their financial futures. But there exists a divide between the two. On The Behavioral Divide, presented by Avantis Investors®, host and UCLA Professor Hal Hershfield examines this divide to find insights that may help advisors and investors make better financial decisions. If you’d like to share your thoughts on the podcast or our episodes, send us a note at BehavioralDivide@AvantisInvestors.com. For other contact options, please visit avantisinvestors.com/avantis-contact. The views expressed in this presentation are the speaker’s own and not necessarily those of Avantis Investors, a brand by American Century Investments. This presentation is for general information only and is not intended to provide investment, tax or legal advice or recommendations for any particular situation or type of retirement plan. Please consult with a financial, tax or legal advisor on your own particular circumstances. Hal Hershfield is not affiliated with American Century Investments.
Episodes
Wednesday Jul 30, 2025
Wednesday Jul 30, 2025
Did you know our financial decisions may be affected by our personality? It turns out being more agreeable, more conscientious, or more extroverted, for example, may play a role in how likely we are to choose to save our money for the future or spend it today instead.
Research from Joe Gladstone, Ph.D., Assistant Professor at the University of Colorado Boulder Leeds School of Business, has found that not only can personality traits be linked to our decisions with money, but we also may be able to use our understanding of one’s personality to prompt them towards better decisions.
On this episode of The Behavioral Divide, host Hal Hershfield dives into this topic with Professor Gladstone and Brandon Ratzlaff, Ph.D., CFP®, Director at Cypress Point Wealth Management, examining both the research and financial advisor perspective.
If you enjoy the show, please let us know by giving our series a five-star rating. We’d also love to hear from you. To join in on the discussion, send us a note at
BehavioralDivide@AvantisInvestors.com.
Important Disclosures
The views expressed in this presentation are the speaker’s own and not necessarily those of American Century Investments. This presentation is for general information only and is not intended to provide investment, tax or legal advice or recommendations for any particular situation or type of retirement plan. Please consult with a financial, tax or legal advisor on your own particular circumstances.
Hal Hershfield is not affiliated with American Century Investments.
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