Ep 71: The Psychology of Financial Planning with Dr. Brad Klontz

About the Topic

An expert in financial psychology, financial planning, and applied behavioral finance, Dr. Brad Klontz dives into risk tolerance, financial literacy, and the importance of having knowledge in the psychology of financial planning. We talk about financial flashpoints, training our minds to a future orientation, getting your clients excited for their financial future, and why we should interview our parents if we’re lucky enough to do so. 

Brad helps us to understand the importance of helping your clients to overcome and reset from their upbringing and financial tragedies, as well as the importance of automation before meditation. Brad also shares his new book, The Psychology of Financial Planning, and Sapiens: A Brief History of Humankind by Yuval Noah Harari, a book he believes everyone should read. 

This deep dive into the importance of understanding our clients and the psychology of financial planning is one that you don’t want to miss. 

Bradley T. Klontz, Psy.D., CFP® is an expert in financial psychology, financial planning, and applied behavioral finance.

He has a doctorate in clinical psychology, developed an “obsession” with how our psychology, emotions, upbringing impacts our net worth and financial behaviors. He has written books, conducts studies, is a professor at Creighton University’s Heider College of Business, and works with clients at his firm he started.

Dr. Brad Klontz has been a columnist for the Journal of Financial Planning, On Wall Street, and PsychologyToday.com. His work has been featured on ABC News’ 20/20, Good Morning America, and in USA Today, The Wall Street Journal, New York Times, Washington Post, Los Angeles Times, Time, Kiplinger’s, Money Magazine, NPR and many other media outlets and professional magazines and journals.

In 2019 he was appointed to the CNBC Financial Wellness Council and in received the 2018 Montgomery-Warschauer Award from the Journal of Financial Planning.

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About the Show

Bridging the Gap is a financial podcast hosted by CEO Matt Reiner focused on bringing together leaders from the finance and the technology industries to focus on innovating the financial services industry.