Psychology & Financial Planning with Dr. Meghaan Lurtz episode artwork

EPISODE · Jan 11, 2022 · 53 MIN

Psychology & Financial Planning with Dr. Meghaan Lurtz

from Internal Use Only

Send us Fan MailMeghaan R. Lurtz, Ph.D. is a writer, educator and researcher who loves observing how psychology and financial planning intersect. Meghaan is a professor of practice at Kansas State University in their advanced financial planning track and an adjunct assistant professor within the University of Maryland system for undergraduate financial planning coursework. Meghaan is also a past President of the Financial Therapy Association.  On top of all this, she is also a senior research associate for the well-know Kitces.com platform for wealth advisors. She joins today's show to discuss:Facilitating lectures with financial planning professionals on topic like Estate PlanningResearch topics that spark her interest Areas of the financial planning process where psychology comes into playA memorable story from traveling abroadhttps://www.linkedin.com/in/meghaanlurtz/https://www.kitces.com/we-are-a-team-of-nerds/Support the show

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Send us Fan Mail Meghaan R. Lurtz, Ph.D. is a writer, educator and researcher who loves observing how psychology and financial planning intersect. Meghaan is a professor of practice at Kansas State University in their advanced financial planning track and an adjunct assistant professor within the University of Maryland system for undergraduate financial planning coursework. Meghaan is also a past President of the Financial Therapy Association. On top of all this, she is also a senior re...

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Psychology & Financial Planning with Dr. Meghaan Lurtz

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