Episode #27

Narrow Framing: How Emotions Shape Financial, Business, and Life Decisions with Ken Haman of AllianceBernstein

06.25.2026

In this episode, we’re honored to welcome Ken Haman of AllianceBernstein for a fascinating conversation on behavioral science, investor psychology, and the hidden forces that influence the way we make decisions.

Ken is a managing director at AllianceBernstein, where he helps financial advisors better understand the human dynamics that show up in investing, planning, and client relationships. Before joining AllianceBernstein, Ken spent 20 years as a practicing psychotherapist and completed more than 22,000 hours of direct face-to-face psychotherapy work, giving him a unique perspective on how emotions, stress, and cognitive biases impact decision-making.

In this episode, Ken breaks down the concept of narrow framing—the tendency to focus too tightly on one piece of information while missing the bigger picture. While narrow framing can help us react quickly in moments of danger, it can also lead to costly mistakes in investing, business strategy, estate planning, leadership, and everyday life.

Ken shares powerful examples of how narrow framing can show up, including:

  • Why investors may overreact during market volatility.
  • How focusing only on fees or short-term performance can lead to poor financial decisions.
  • Why business owners and executives often delay important planning decisions.
  • How emotions, media headlines, and fear can trigger “fight or flight” responses.
  • And why working with trusted professionals can help people zoom out, broaden their perspective, and make better long-term decisions.

Whether you’re an investor, business owner, executive, or someone interested in making better decisions, this episode is packed with practical insights on how to recognize narrow framing, slow down emotional reactions, and think more strategically.

Don’t forget to follow us on Spotify so you never miss a conversation and share with a friend! Listen now on Spotify:

Learn More & Follow:
www.CapitalEdgeWealth.com
@CapitalEdgeWealth on Instagram, Facebook, X & LinkedIn

Raymond James is not affiliated with and does not endorse the opinions or services of Ken Haman or AllianceBernstein.

Listen Now

Episode #26

Building a Law Firm with Purpose and Relentless Advocacy: Armano Nava of The Nava Law Firm

04.21.2026

In this episode, we’re honored to welcome—Armando Nava, the founder and driving force behind The Nava Law Firm based in Phoenix, Arizona. After cutting his teeth at larger firms, Armando launched his own practice, bringing a more personalized, client-focused approach to criminal defense, DUI defense, and federal litigation. Since then, he’s built a firm known for relentless advocacy and exceptional results.

Armando’s track record speaks volumes:

  • Named Lawyer of the Year for DUI/DWI Defense in the 32nd Edition of The Best Lawyers in America for 2026.
  • Recognized as a PHOENIX magazine “Top Lawyer” in 2025.
  • Honored with the prestigious AV Preeminent Award for 2024, a peer‑reviewed distinction that underscores his legal expertise.
  • And recently admitted to practice before the Supreme Court of the United States, marking a significant milestone in his legal career.

In this episode, Armando shares the story behind building a high‑impact law firm from the ground up—how he transformed his passion for justice into a successful practice, the strategic decisions and challenges along the way, and what it really takes to lead in a competitive field.

Learn more about Armando and The Nava Law Firm at www.NavaLawAZ.com

Whether you’re an ambitious founder, a legal professional, or someone just curious about scaling a practice with excellence and integrity, this episode is packed with actionable insights and inspiration.

Don't forget to follow us on Spotify so you never miss a conversation and share with a friend! Listen now on Spotify: https://open.spotify.com/show/2dUkCUdnJQs8IcnsgYRzI6

Learn More & Follow:
www.CapitalEdgeWealth.com
@CapitalEdgeWealth on Instagram, Facebook, X & LinkedIn

Raymond James is not affiliated with and does not endorse the opinions or services of Armando Nava or The Nava Law Firm.

Listen Now

Episode #25

Understanding Annuities

04.01.2026

Dravannti “DJ” Johnson, CRPC®, FLMI®, serves as an External Annuity Consultant for Raymond James, specializing in fixed, indexed, and variable annuities designed to support retirees and pre‑retirees seeking guaranteed income, risk mitigation, and long‑term financial stability. His decade of experience gives him a deep understanding of how annuities can strengthen retirement plans and protect client outcomes.

In this conversation, DJ breaks down the evolving landscape of annuities, how advisors can better position guaranteed income in client portfolios, and what today’s retirees truly need amid market uncertainty. Whether you’re concerned about downside protection, looking to create predictable cash flow, or wanting to better understand modern annuity structures, this episode will bring some understanding on solutions.

Please reach out to us if you would like to discuss this topic in greater detail.
Don't forget to follow us on Spotify so you never miss a conversation and share with a friend!
Follow us on social media: @CapitalEdgeWealth on Instagram, Facebook, X & LinkedIn
www.CapitalEdgeWealth.com

Annuities are long-term, tax-deferred insurance contracts designed for retirement. Guarantees are based on the claims paying ability of the issuing company. Any withdrawals may be subject to income taxes and prior to age 59 ½, a 10% federal penalty tax may apply. As with all investments, annuities come with fees, expenses, and limitation and may not be suitable for all investors.

Listen Now