131: Your Mental Wealth with Dr. Brad Klontz

Retire With Purpose - The Retirement Podcast

Casey Weade

Self-improvement, Business, Investing, Education

4.7 • 564 Ratings

🗓️ 11 May 2020

⏱️ 68 minutes

🔗️ Recording | Apple Podcasts | RSS

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Summary

Today's guest is Dr. Brad Klontz. Brad is a clinical psychologist turned financial planner. He's the Founder of the Financial Psychology Institute® and an Associate Professor of Practice in Financial Psychology at Creighton University Heider College of Business. He's also a Managing Principal of Your Mental Wealth® Advisors, a Fellow of the American Psychological Association, and a Former President of the Hawaii Psychological Association, and the co-author and editor of five books on the psychology of money.

After attempting to eliminate his student debt by investing in the stock market and losing big, Brad did a deep dive into his family history, the mental health of financial planners. He discovered that this aspect of mental health had long gone unaddressed, and has dedicated his career to the concept of what he calls Mental Wealth ever since.

Brad joins today's podcast not just to share his story, but to help you better understand how your beliefs around money influence your financial behaviors, net worth, credit card debt, and more - and how to reassess and rethink what might not be serving you well, especially at this tumultuous time in our financial history.

Show Notes: Howardbailey.com/131

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Transcript

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0:00.0	Welcome to the Retire with Purpose podcast, a show specifically designed to help free retirees and retirees maximize their financial confidence.
0:14.4	Casey Wheat is a certified financial planner and president of Howard Bailey Financial.
0:18.4	His newest book, Job Optional, is a Wall Street
0:21.3	Journal bestseller and is available now on Amazon and at Retirewithpurpose.com. He's your host on
0:27.9	Retire with Purpose. Hey, I'm Casey, and I believe in retirement strategies that are driven
0:33.7	by meaning and purpose. Join me this week and every week as we discuss thoughts and ideas
0:40.3	with some of today's foremost experts in the field of finance and retirement, as well as
0:45.8	discussing trending topics that could impact your bottom line. These discussions can help you
0:51.6	make better financial decisions so you can live the lifestyle you've always imagined and deserved.
0:57.9	Welcome to the show.
0:59.9	Today's guest is Dr. Brad Klons.
1:03.1	Brad is a clinical psychologist turned financial planner.
1:06.3	He's actually the founder of the Financial Psychology Institute.
1:10.5	He's an associate professor of practice in financial psychology at Creighton University.
1:15.5	He's also a managing principle of your mental wealth advisors, a fellow of the American
1:21.2	Psychological Association, and former president of the Hawaii Psychological Association.
1:26.4	Wait, I'm not done yet.
1:28.8	And the co-author and editor of five books on the psychology of money. So to say he's an overachiever would be an
1:34.9	understatement. After attempting to eliminate his student debt by investing in the stock market and
1:40.1	losing big, Brad did a deep dive into his family history to figure out why did that happen
1:47.0	to him? Why did he make those poor decisions and shape his thinking about money moving forward?
1:53.3	And he also wanted to study the mental health of financial planners as well, which is an
	...

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