Episode #20: “Why Your Money Story Matters”

With Dr. Brad KlontzPh.D., CFP | Financial Psychologist, Author, Professor

Dr. Klontz is both a financial planner and a financial psychologist. He is an Associate Professor of Practice in Financial Psychology and Behavioral Finance at Creighton University’s Heider College of Business. Dr. Klontz has a passion for helping individuals and families understand their views on money. His goal is to assist them throughout their financial transformation. He does this by providing ongoing guidance and financial planning advice. He is driven every day to help people meet their financial and life goals.

Dr. Klontz’s work has been featured in nearly all the major news publications, academic journals and magazines.

Besides being a clinical psychologist and researching, Dr. Klontz also owns his own RIA, called you Your Mental Wealth.

He is also the co-author of five books on the psychology of money and is set to release another book, Money Mammoth, in December of this year.

Show Highlights

  • How are money stories are often incredibly destructive
  • How we are all unconsciously actors/actresses in our own money stories
  • How your unconscious money stories are what predict our financial outcomes
  • Why and how the field of psychology has avoided money
  • As Canadians and Americans, we don’t have a lack of financial literacy; it’s our beliefs, thoughts or feelings (psychology)
  • What is the cost of remaining unconscious?
  • How dealing with uncomfortable emotions make us stronger.
  • How our tribal mind can influence money shame
  • The impacts relative deprivation can on your bank account.
  • How the aspiration of congruency can increase your well-being


  • “What is the cost of remaining unconscious” Dr. Brad Klontz
  • “Our ability to tolerant emotional discomfort,” Dr. Brad Klontz on the issue with our poor money management behaviours.
  • “I am hungry for ways I can upgrade my beliefs,” Dr. Brad Klontz.
  • “The average self-made millionaire had three financial catastrophes in their lives” Dr. Brad Klontz.
  • “The most successful people amongst look at what’s my role in this situation” Dr. Brad Klontz

Books Mentioned/Links:

Money Mammoth: Harness The Power of Financial Psychology to Evolve Your Money Mindset, Avoid Extinction, and Crush Your Financial Goals by Dr. Brad Klontz

Mind Over Money: Overcoming money disorders that threaten our financial health by Dr. Brad Klontz

Dr. Brad Klontz’s Website

Dr. Kontz’s TikTok Account

Dr. Brad Klontz’s other books

Dr. Klontz’s Youtube Channel

Man’s Search for Meaning by Victor Frankl

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