The Psychology of Money in Retirement | EP 159 скачать в хорошем качестве

The Psychology of Money in Retirement | EP 159

In this episode of Retirement Planning Simplified, Joe talks with Dr. Meghaan Lurtz, a financial psychology professor at Kansas State University. They explore why money decisions in retirement are often driven by emotions, not just numbers. You’ll learn how to handle common retirement worries, manage money disagreements with your spouse, and build healthier money habits through intentional spending. She also explains “money scripts”,the hidden beliefs shaping your financial behavior, and how financial planners can support more than just investments. Here’s what you’re in for: 01:29 Dr. Lurtz' Background and Financial Psychology 03:22 Importance of Financial Behavior 05:33 Emotional Experiences in Retirement 08:37 Challenges in Spending During Retirement 15:13 Navigating Financial Support for Children 19:29 Money Conversations with Couples 24:43 Introduction to Nonviolent Communication 25:35 Expressing Feelings and Needs 26:14 Making Requests and Understanding 27:08 Money Dates and Financial Therapy 28:06 Managing Separate Finances 30:06 Building Healthier Relationships with Money 36:24 Understanding Money Scripts and Values 41:27 Role of Financial Planners 44:22 Advice for Entering Retirement 45:55 Conclusion and Contact Information —------------------------------------------------------------- Ready to take the next step? Identify your retirement income style with the RISA questionnaire at https://account.myrisaprofile.com/inv... 👉 Want a retirement plan that adapts as your life evolves? Discover our True Wealth Roadmap — a step-by-step process to align your finances with your ideal retirement. Learn more at https://matthewsandassociates.ca/our-... Don’t forget to like, comment, and subscribe for more simplified retirement planning insights! —------------------------------------------------------------- ABOUT MEGHAAN LURTZ, PH.D. Meghaan Lurtz is a Partner at Shaping Wealth, where she applies her background in Personal Financial Planning and Financial Therapy to advance financial wellness and education. She also serves as a Founding Strategic Advisor at Couplr, contributing to innovative approaches in personal finance and wealth management. With experience as a Professor of Practice at Kansas State University, Meghaan has spent years equipping the next generation of financial professionals. She holds a Ph.D. in Personal Financial Planning, a Master’s in Industrial and Organizational Psychology, and a Pedagogical Lab badge from Columbia University. Her expertise in curriculum design, training, and organizational psychology helps her create impactful and engaging learning experiences for diverse audiences. Connect with Meghaan: LinkedIn:   / meghaanlurtz   Website: https://meghaanlurtz.substack.com/ ABOUT JOE CURRY Joseph “Joe” Curry is the co-host of Your Retirement Planning Simplified, Canada’s fastest-growing retirement podcast. As owner and lead financial planner at Matthews + Associates in Peterborough, Ontario, he helps people build retirement plans that provide both financial security and purpose. A Certified Financial Planner and Certified Exit Planning Advisor, Joe believes true wealth goes beyond money—it’s about meaningful experiences with loved ones and creating opportunities for the future. Connect with Joe: LinkedIn:   / curryjoe   Website: https://www.retirementplanningsimplif... Facebook:   / retirementplanningsimplified   https://matthewsandassociates.ca/ ABOUT RETIREMENT PLANNING SIMPLIFIED Founded in 2022, its mission is to empower people to plan for retirement confidently, focusing not only on finances but also on a meaningful life. RPS wants everyone to have access to simple, reliable tools that reflect their values and priorities, helping them create True Wealth—the freedom to do what they love with those they love. By simplifying retirement planning and aligning it with the retiree's purpose, RPS aims to support building a retirement that feels fulfilling and secure. To know more about RPS you can visit the links below: LinkedIn:   / retirement-planning-simplified   Instagram:   / retirement_planning_simplified   Podcast/Blog: https://www.retirementplanningsimplif... Youtube:    / @retirementplanningsimplified   —------------------------------------------------------------- Disclaimer: Opinions expressed are those of Joseph Curry, a registrant of Aligned Capital Partners Inc. (ACPI), and may not necessarily be those of ACPI. This video is for informational purposes only and not intended to be personalized investment advice. The views expressed are opinions of Joseph Curry and may not necessarily be those of ACPI. Content is prepared for general circulation and information contained does not constitute an offer or solicitation to buy or sell any investment fund, security or other product or service.