FutureProof Advisor Podcast23 Aug 2023

Integrating Financial Psychology into Financial Planning with Meghaan Lurtz

Meghaan Lurtz, Ph.D., Senior Research Associate at Kitces.com, Lecturer for Columbia University, Professor of Practice at Kansas State University, Assistant Professor at the University of Maryland University College, Member of the Board and International Expertise Counsel at the Financial Psychology Institute Europe, and Founding Strategic Advisor at Couplr, joins Matt on today’s episode of Bridging the Gap to dive into the fascinating world of behavioral economics and financial psychology.

Meghaan walks listeners through her academic background, from her pursuit of multiple undergraduate degrees to her specialization in financial psychology, and how it all intersects in the world of financial planning.

Meghaan discusses the role of AI in medical applications, the importance of human connection in financial planning, and the power of asking the right questions to improve communication and relationships. Meghaan also delves into how behavioral economics can revolutionize the way we approach financial decision-making for our firms and our clients.

Meghaan Lurtz Bio:

Meghaan Lurtz, Ph.D., FBS™ is a Professor of Practice at Kansas State University where she teaches courses for the Advanced Financial Planning Certificate Program, a lecturer at Columbia University where she teaches Financial Psychology, and an on-staff writer and researcher of financial psychology at http://Kitces.com .

Her research interests vary as she studies both practitioners of financial planning as well as financial planning and financial therapy practices and interventions. Her research and expertise have been featured in Journal of Financial Planning, Journal of Consumer Affairs, Financial Planning Review, Wall Street Journal, BBC, Million Dollar Roundtable, and New York Magazine. She has also contributed chapters to the CFP Board’s textbook, Client Psychology. Meghaan is a past President and current board member for the Financial Therapy Association and Financial Psychology Institute Europe.

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