Most men get perimenopause completely wrong.

Not because they don’t care—
…but because no one ever taught them what’s actually happening.

On the latest episode of the Money Matters Podcast, I sat down with Sam Anderson (tag him here), author of Perimenopause: The A–Z Guide for Us Idiots—and one thing stood out:

👉 The biggest mistake men make?
They try to fix it.

When in reality…

✔️ It’s not something to fix
✔️ It’s something to understand
✔️ And something couples need to navigate together

We talked about:
• Why men take symptoms personally (and why that backfires)
• What real support actually looks like day-to-day
• How small changes can completely shift a relationship
• And why this conversation needs to happen more in workplaces

One line that stuck with me:
“It’s not you vs her—it’s both of you vs the problem.”

Big thanks to Sam Anderson (tag) for coming on the show and opening up this conversation—this is one more people need to hear.

What if the real reason advisory firms struggle to scale… isn’t growth? It’s what happens after the client says yes. In this episode, Christopher Hensley sits down with Ryan George (CMO at Docupace) to talk about the unsung “back office heroes” who keep advisory firms running—and why burnout, invisible operations, and misunderstood AI adoption can quietly become your biggest growth bottleneck This isn’t another “AI will write your blog posts” conversation. Ryan breaks down the difference between automation vs. intelligent automation, why financial services is an exception-laden business, and why the safest bet for the near future is still human-in-the-loop decisioning—especially when risk can scale instantly You’ll also hear why Ryan believes “most-in-one beats all-in-one,” how firms should think about AI note takers vs. workflow automation, and what “self-healing workflows” could look like as platforms learn from years of operational data One of the most memorable moments is Ryan’s personal story about a doctor who pushed the computer away, made eye contact, and simply showed up as a human—a reminder that the advisor’s real moat isn’t tech. It’s presence. If you’re an RIA, broker-dealer leader, ops manager, or advisor trying to make sense of AI beyond the hype—this conversation will help you think clearer, deploy smarter, and protect what matters most: trust.

Public radio helped define trust in audio. Now AI is reshaping how audio gets made.

In this episode, I sit down with Ernesto Aguilar — public radio executive, author, and the person who gave me my first big break at KPFT in Houston more than a decade ago. That opportunity launched what has now become one of the longest-running financial planning podcasts in the space.

We talk about how public radio built credibility over decades, why audiences still turn to trusted voices for deeper context, and how AI is changing production without replacing the human responsibility behind the microphone.

Ernesto shares practical insights on:

• Why listeners may discover news on social media but seek out public radio for the fuller story

• How AI tools can help small teams scale responsibly

• Where creators should draw the line when automating

• What it really takes to pitch a show to public radio

• The foundational skills broadcasters need today

• Why supporting public media still matters

This conversation isn’t just about broadcasting. It’s about trust, long-term thinking, and how to use technology without losing the human elements that build credibility.

If you’re a podcaster, media professional, entrepreneur, or leader thinking about AI and trust in your industry, this episode will challenge and sharpen your perspective.

Listen in.

Will AI replace financial advisors—or make the best ones better?

In this episode of Money Matters, Christopher Hensley sits down with Matt Halloran, author of Shut the F Up and Listen and Chief Evangelist at Zocks, to continue a conversation that began with one core idea: great advice starts with great listening.

Now, that philosophy is colliding with a new reality—AI assistants.

Matt explains why AI assistants won’t replace financial advisors, but will raise the standard for what clients expect. From AI note-taking to tools that capture emotional cues, automate follow-ups, and turn conversations into actionable client intelligence, this episode breaks down what’s actually changing—and what still belongs squarely in the human domain.

You’ll hear why AI assistants are helping advisors reclaim 10+ hours per week, how better recall builds deeper trust and referrals, and why the real risk isn’t AI itself—but ignoring it while other advisors move ahead.

In This Episode, You’ll Learn:

• Why AI note-takers are just the beginning

• How AI assistants capture details advisors miss during meetings

• The difference between generic AI tools and purpose-built advisor platforms

• Why better listening leads to stronger trust and referrals

• How advisors should reinvest the time AI gives back

• Why AI can actually help advisors become more human, not less

Key Takeaway:

AI won’t replace financial advisors.
Advisors who use AI well will replace those who don’t.

About the Guest

Matt Halloran is the Chief Evangelist at Zocks and the author of Shut the F Up and Listen. With over two decades in financial services, Matt is known for helping advisors improve communication, client experience, and practice growth by blending behavioral insights with modern technology.

Connect & Learn More

• Learn more about Matt & Zocks: https://zocks.io

• Follow Christopher Hensley for more conversations on advice, AI, and the future of financial services