--- title: A Fireside Chat about Retirement, Investments and Behavioral Finance description: Experience an exclusive fireside chat with Robert Powell at the esteemed Investments & Wealth Forum in Scottsdale. image: https://content.investmentsandwealth.org/hubfs/fireside-chat-pod-thb.jpg --- [Skip to content](https://content.investmentsandwealth.org/podcast/a-fireside-chat-about-retirement-investments-and-behavioral-finance#main-content) [![Investments & Wealth Institute ](https://content.investmentsandwealth.org/hubfs/content-hub/iwi_logo_w294_h46.svg "Investments & Wealth Institute ")](https://investmentsandwealth.org/) Explore - [All Content](https://4812204.hs-sites.com/content-hub) - [Video](https://4812204.hs-sites.com/content-hub?type=Video) - [eBook](https://4812204.hs-sites.com/content-hub?type=eBook) - [Case Study](https://4812204.hs-sites.com/content-hub?type=Case+Study) - [Blog](https://4812204.hs-sites.com/content-hub?type=Blog) - [Podcasts](https://4812204.hs-sites.com/content-hub?type=podcast) - [Webinars](https://4812204.hs-sites.com/content-hub?type=webinar) - [Find An Advisor](https://www.investmenthelp.org/) - [Contact](https://investmentsandwealth.org/contact-us) - [My Dashboard](https://portal.investmentsandwealth.org/s/login/?startURL=%2Fs%2Fhome-page) - Certifications - [CIMA](https://investmentsandwealth.org/certifications/cima-certification) - [CPWA](https://investmentsandwealth.org/certifications/cpwa-certification) - [RMA](https://investmentsandwealth.org/certifications/rma-certification) - [Help Me Choose](https://investmentsandwealth.org/certifications/compare-iwi-certifications) - [Online Education](https://investmentsandwealth.org/online-learning-financial-advisor-ce) - [Conferences & Events](https://investmentsandwealth.org/financial-advisor-conferences-events) - [Experience 2026](https://experience.investmentsandwealth.org) - [Membership](https://investmentsandwealth.org/membership) - [Publications & Resources](https://content.investmentsandwealth.org/) - [Partner Solutions](https://investmentsandwealth.org/partner-and-sponsor) - [About](https://investmentsandwealth.org/about/mission-purpose-value) Podcast # A Fireside Chat about Retirement, Investments and Behavioral Finance May 22, 2023 Admin Experience an exclusive fireside chat with Robert Powell at the esteemed Investments & Wealth Forum in Scottsdale. Delve into captivating conversations centered around the dynamic realms of retirement, investments, and behavioral finance, accompanied by renowned experts Jim Sandidge, Principal of The Sandidge Group, and Jorge Padilla, CFP®, Principal and Senior Client Advisor. Prepare to be enlightened by their profound insights and engaging dialogue. Also Available On: [YouTube →](https://youtu.be/SfcYScrawZ0?si=dfjsLpFOnVmmcKJm) [Apple Podcasts →](https://podcasts.apple.com/us/podcast/a-fireside-chat-about-retirement-investments/id1436637266?i=1000614020209)   [Retirement Planning](https://content.investmentsandwealth.org/?topic=Retirement+Planning) [Behavioral Finance](https://content.investmentsandwealth.org/?topic=Behavioral+Finance) Share: [mailto:?subject=A+Fireside+Chat+about+Retirement%2C+Investments+and+Behavioral+Finance&body=https%3A%2F%2Fcontent.investmentsandwealth.org%2Fpodcast%2Fa-fireside-chat-about-retirement-investments-and-behavioral-finance](mailto:?subject=A+Fireside+Chat+about+Retirement%2C+Investments+and+Behavioral+Finance&body=https%3A%2F%2Fcontent.investmentsandwealth.org%2Fpodcast%2Fa-fireside-chat-about-retirement-investments-and-behavioral-finance) Subscribe to the Institute Insider Get the latest publications, podcast episodes, and resources in our biweekly editorial newsletter. ## About The Exceptional Advisor *The Exceptional Advisor* is a monthly podcast from the Investments & Wealth Institute focused on the issues shaping the advisory profession. Host Sean Walters sits down with leading thinkers to unpack markets, policy, technology, and client behavior, translating what matters into insights advisors can use right away. ## More Podcasts ### [![Two Credentialing CEOs on the Future of Advice](https://content.investmentsandwealth.org/hubfs/IWI-ExceptionalAdvisor-HostandGuest-1920x1080-Episode-7.png) Two Credentialing CEOs on the Future of Advice July 14, 2026](https://content.investmentsandwealth.org/podcast/future-of-financial-advice-the-exceptional-advisor-podcast) ### [![AI and the Meaning of Money with Mark Casady](https://content.investmentsandwealth.org/hubfs/IWI-ExceptionalAdvisor-HostandGuest-1920x1080-Episode-6.png) AI and the Meaning of Money with Mark Casady June 09, 2026](https://content.investmentsandwealth.org/podcast/ai-and-the-meaning-of-money-with-mark-casady) ### [![The Future of Advice with Michael Kitces](https://content.investmentsandwealth.org/hubfs/IWI-ExceptionalAdvisor-HostandGuest-1920x1080-Episode-5.jpg) The Future of Advice with Michael Kitces May 08, 2026](https://content.investmentsandwealth.org/podcast/the-future-of-advice-with-michael-kitces) [![white_logo_horizontal 1](https://content.investmentsandwealth.org/hubfs/Assets%20-%20LP/white_logo_horizontal%201.png)](https://content.investmentsandwealth.org/) #### Get Certified - [Compare Certifications](https://investmentsandwealth.org/certifications/compare-iwi-certifications) - [CIMA Certification](https://investmentsandwealth.org/certifications/cima-certification) - [CPWA Certification](https://investmentsandwealth.org/certifications/cpwa-certification) - [RMA Certification](https://investmentsandwealth.org/certifications/rma-certification) #### About us - [About Us](https://investmentsandwealth.org/about) - [Board of Directors](https://investmentsandwealth.org/about/governance) - [Leadership Team](https://investmentsandwealth.org/about/leadership-team) - [Newsroom](https://investmentsandwealth.org/advisor-publications/newsroom) - [Careers](https://investmentsandwealth.org/institute-careers) - [Privacy Policy](https://investmentsandwealth.org/privacy-policy) #### Support - [Contact Us](https://investmentsandwealth.org/contact-us) - [File a Complaint](https://investmentsandwealth.org/about/governance/report-or-file-a-complaint) © Copyright 2026 by Investments & Wealth Institute ```json { "@context" : "https://schema.org", "@type" : "BlogPosting", "author" : { "@type" : "Person", "name" : "Admin", "url" : "https://content.investmentsandwealth.org/podcast/author/admin" }, "dateModified" : "2026-03-09T17:56:19.398Z", "datePublished" : "2023-05-22T18:00:00.000Z", "headline" : "A Fireside Chat about Retirement, Investments and Behavioral Finance", "image" : [ "https://content.investmentsandwealth.org/hubfs/fireside-chat-pod-thb.jpg" ], "mainEntityOfPage" : { "@id" : "https://content.investmentsandwealth.org/podcast/a-fireside-chat-about-retirement-investments-and-behavioral-finance", "@type" : "WebPage" }, "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "url" : "https://content.investmentsandwealth.org/hubfs/IWI%20Logos/IWI%20Logo%20Horizontal/180227_4C_LOGO_Horizontal.png" }, "name" : "Investments & Wealth Institute" } } ```