Rational and Impactful Goals
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Samantha Lamas is a behavioral researcher at Morningstar Investment Management, and Ryan Murphy, Ph.D., is Morningstar’s head of Decision Sciences. They spoke with Hannah Moore, CFP®, about their award-winning research and the tool they developed to help financial planning professionals create a clear plan for their clients’ goals, so they can make advised and rational decisions. Be sure to earn .5 hours of CFP Board CE Credit with this episode!
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Andrew Barninger, CFP®, CDFA®, is a financial planner and partner at Personal Wealth Advisory LLC. He’s also the founder of Next Phase Business Planning, where he helps business owners manage the unique aspects of exit planning.Andrew spoke with Hannah about how he became a partner so young, what...
Published 12/30/21
Published 12/30/21
Galen Herbst de Cortina, CFP®, is the founder and lead planner of Buff Your Finances (https://buffyourfinances.com/), a financial planning firm tailored toward millennials with a focus on Twitch streamers. Quite the niche, right? In the latest episode of YAFPNW, Galen and Hannah Moore, CFP®, talk...
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