Brad Klontz: What's Your Money Script?

The Long View

Morningstar

Finance, Dan Lefkovitz, Amy Arnott, Entrepreneurship, Investing Leaders, Jeff Ptak, Investors, Christine Benz, Influential Investors, Careers, Long-term Investing, Financial Services, Business, Investing, Morningstar

4.5 • 775 Ratings

🗓️ 10 December 2024

⏱️ 52 minutes

🔗️ Recording | iTunes | RSS

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Summary

The author and financial psychologist discusses how early-life experiences shape our financial attitudes and habits—and how to flip the script.

Transcript

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0:00.0	At Jackson, we've created a digital retirement planning experience with you and mine.
0:05.5	Visit jackson.com to explore our easy-to-understand resources and user-friendly tools
0:10.1	that are designed to enable financial professionals and clients to plan a path to financial freedom.
0:15.5	Jackson is short for Jackson Financial Incorporated, Jackson National Life Insurance Company, Lansing, Michigan,
0:20.5	and Jackson National Life Insurance Company of New York, purchase New York.
0:26.6	Please stay tuned for important disclosure information at the conclusion of this episode.
0:32.6	Hi, and welcome to the Longview. I'm Christine Ben's Director of Personal Finance and Retirement Planning
0:37.8	for Morningstar. Our guest on the podcast today is author and financial psychologist Dr. Brad Clontz.
0:44.4	He's an associate professor of practice at Creighton University's Heiter College of Business.
0:49.5	He's also co-founder of the Financial Psychology Institute and managing principle of your mental wealth advisors,
0:56.5	a fee-only registered investment advisory. Brad is co-author or co-editor of nine books on the
1:02.7	psychology of money, including his latest, Start Thinking Rich, 21 harsh truths to take you from
1:09.2	broke to financial freedom, which he co-wrote with
1:12.0	Adrian Brambila. He is a fellow of the American Psychological Association and a former
1:17.4	president of the Hawaii Psychological Association. He was appointed to the CNBC Financial
1:23.2	Advisor Council in 2023 and received the 2018 and 2021 Montgomery Warshower Awards from the Journal of
1:31.3	Financial Planning, honoring the most outstanding contribution to the betterment of the financial
1:36.1	planning profession. He received his doctor of psychology degree from Wright State University,
1:41.2	his master's certificate and personal financial planning from Kansas State University, his master's certificate and personal financial planning from Kansas
1:44.8	State University, his master's in counseling and human resources development from South Dakota
1:49.9	State University, and his bachelor's degree in psychology from All-Event Nazarene University.
1:55.7	Brad is also a certified financial planner professional. Dr. Brad, welcome to the Longview.
	...

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