It’s About Financial Planning–
and Beyond
Listen. Follow. Grow.
A podcast by a therapist for financial advisors.
Recent Episodes
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Ep. 7
Interview - Dan Haylett
Insights for Navigating the Retirement Rebel Revolution
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Ep. 6
Interview - Brian Portnoy
The Path to Funded Contentment
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Ep. 5
Interview - Dr. Meghaan Lurtz
Considerations for Integrating Financial Psychology into Practice
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Ep. 4
Interview – Dr. Meghaan Lurtz
How Not to Ask Stupid Questions
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Ep. 3
Interview – Dr. Meghaan Lurtz
The Impact of Emotions on Professional Advice
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Ep. 2
Interview – Dr. Meghaan Lurtz
Navigating Client Relationships in Financial Planning
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Meet the Host
Follow along with host, Ashley Quamme, as she interviews industry experts from across the globe to discuss the intersection of psychology and financial planning.