Episode #73 “Why Financial Empathy Matters”

With Dr. Ragatz | Vice President Next Gen and Advisor Development Programs at the Carson Group


Currently, Julie is the Vice President Next Gen and Advisor Development Programs at the Carson Group. Before Carson Group, Julie was with The American College. She held the Charles Lamont Post Chair of Ethics and the Professions at The American College of Financial Services and served as the Director of The American College Cary M. Maguire Center for Ethics in Financial Services.

Julie also taught in the Master of Science in Financial Services (MSFS) and Master of Science in Management (MSM) programs. Julie is a well-known industry speaker on ethical issues in financial services and is a regular contributor to Fortune and Barron’s, including a regular feature, “Ask Julie” in Barron’s. She has also been featured on several national programs—including appearances on “Nightly Business Report” and “Bloomberg News”—and is a Fiduciary “Expert” Panel member of The Wall Street Journal.

She earned a Ph.D. in philosophy at Temple University.


  • How Aristotle’s teachings have helped Dr. Ragatz understand what constitutes a good life
  • Why learning into our fears, especially our financial fears may lie our greatest life lessons
  • How the financial system relies on shame and the harm it creates
  • What is empathy, and what value does it serve
  • Why does financial empathy matter
  • How can we cultivate empathy in our lives and financial lives


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