Dr. Meghaan Lurtz Ph.D. | Lecturer | Writer | Senior Research Associate Kitces.com |
Meghaan Lurtz, Ph.D., FBS™ is a Professor of Practice at Kansas State University, a lecturer at Columbia University and a writer/researcher of financial psychology at Kitces.com. Her research focuses on studying practitioners of financial planning, financial therapy practices and interventions. Meghaan has been featured in various publications including the Journal of Financial Planning, Wall Street Journal, and New York Magazine. She is a board member for the Financial Therapy Association and Financial Psychology Institute Europe.
Why Your Should Listen:
In this episode, Meghaan explores the complex dynamics of combining finances with our spouses and how it can reveal our relationship with money. She shares insights on the origin stories around money that help us understand why we think, feel, and do what we do with money. Meghaan provides valuable suggestions on reducing discomfort in prioritizing our future dreams and goals, embracing change, and looking back at our regrets to propel us towards a more meaningful future in our financial lives.
Throughout the episode, Meghaan emphasizes the significance of understanding our past to make meaningful changes moving forward, and discusses the transtheoretical model of change and how it can be applied to our financial lives. She also talks about the importance of “flocking” and how it can help us be happier, healthier, and embrace the aspects of life that are worth living.
So if you want to gain a deeper understanding of your own relationship with money, learn practical tips for prioritizing your future goals, and discover how to embrace change and live a more fulfilling life, then this episode is definitely for you!
-Combining finances with our spouses reveals a lot about our own relationships with money and our past money behaviours that predict our future version of ourselves.
-Focusing too much on future dreams and goals can lead to dissatisfaction, and Meghaan offers suggestions on how we can reduce this discomfort.
-Change is hard, and Meghaan speaks to the ideal of embracing our identities while prioritizing life’s changing priorities, such as being a parent while still committing to our professional world.
-Looking backward at our regrets can increase our productivity, help us find purpose, and lead us towards a more meaningful future in our financial lives.
-Understanding our past is very informative in making meaningful changes moving forward, and Meghaan discusses the transtheoretical model of change and how we can apply it to our financial lives.
-Meghaan discusses the significance of “flocking” and how it can help us be happier, healthier, and embrace the aspects of life that are worth living.
-“Rethink what it means to do less.” – Dr. Lurtz
-“Understanding how to balance both worlds.” – Dr. Lurtz
-“Live a life doing things with people you love.” – Dr. Lurtz
-“Take a few more turns, take a few more jumps, especially with people we love.” – Dr. Lurtz
-“Uncertainty is an opportunity to make art.” – Dr. Meghaan Lurtz
– Kitces.com: CLICK HERE
– Kansas State Program: CLICK HERE
– Columbian: CLICK HERE