Podcast appearances and mentions of Matt J Goren

Dr. Matt Goren CFP® | PVP - Financial Planning Education | BIO: Dr. Matt J. Goren, CFP® has created educational programs and taught courses on topics ranging from the psychology of personal finance to investing, global financial planning, cultural psychology, and statistics. As CeriFi's Product Vice President - Financial Planning Education, he oversees educational program development and administration, including the popular Dalton Education and Dalton Review programs for students pursuing the CFP® designation. Formerly, he served as Director of Knowledge for Practice at CFP Board. His past affiliations include The American College of Financial Services, UC Berkeley, and The University of Georgia. Matt lives in Chicago and is a regular world traveler, hiker, and news junky. Summary: In this conversation, Dr. Matt Goren discusses the role of emotions in decision-making and how they can be used as tools to make better financial decisions. He emphasizes the importance of listening to both negative and positive emotions and using them to guide financial choices. Matt also explores biases such as the anchoring bias, status quo bias, overconfidence bias, and the Dunning-Kruger effect. He suggests strategies for managing these biases, including providing relevant anchors, segmenting accounts, and creating controlled environments for testing investment strategies. Overall, the conversation highlights the need to understand and work with our emotions to achieve financial well-being. The conversation explores the shift towards psychology in financial planning and the declining importance of technical skills. It highlights the simplification of technical aspects in finance and the need for financial planners to focus on the human element. The blurring of roles in financial planning is discussed, as well as the evolution of financial planning education. The integration of subjective and objective thinking is emphasized, along with the importance of emotional skills in financial planning. Takeaways Emotions are a tool that can be used to make better financial decisions. Listening to negative emotions can provide valuable information and help avoid destructive decisions. Positive emotions can also guide financial choices, but it's important to be aware of their potential pitfalls. Technical skills in financial planning are becoming less important due to advancements in technology. Simplification of technical aspects in finance, such as budgeting and insurance products, is making financial planning more accessible. Financial planners must focus on the human element and develop coaching and counselling skills. The future of financial planning involves a blending of roles, with all planners needing to be coaches and therapists to some extent. Financial planning education is evolving to include more content on emotions and communication. Meeting clients where they're at and recognizing their individual needs is crucial in financial planning. The integration of subjective and objective thinking is essential in the field of financial planning. LINKS: Dalton Education CERIFI Dr. Matt Goren Linkedin: CLICK HERE

Do financial advisors have to work with clients at or near retirement to be successful? Alanah continues her conversation with Dr. Matt J. Goren, PhD, CFP®, Assistant Professor of Financial Planning at The American College of Financial Services, to put the kibosh on some enduring success myths. Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

We begin Season 4 of our podcast as host Alanah Phillips is joined by Dr. Matt J. Goren, PhD, CFP®, Assistant Professor of Financial Planning at The American College of Financial Services, to discuss pathways to becoming a professor in financial services and how advisors can adapt their skills to teaching others. Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

Dr Matt J. GorenAdapting to Career change with Dr Matt J. GorenAbout MattOn this episode on My Perfect Failure (Adapting to Career change) we are joined by Dr Matt J. Goren. Matt has a deep-rooted passion for educating and helping others. This is evident in his rich and varied career to date where he has achieved a great deal. Matt has a PHD from the University of Berkley, he’s a diversity trainer and a Professor of Cultural Psychology. Matt has also worked as a Comedy Writer and Performer; Matt is also a Certified Financial Planner and Statistician. Matt now has his own consulting business where he helps organisations strategize, assess and improve their Financial Programs and services. Matt is also co Host the popular NPR Podcast “Nothing Funny About Money”. On this episode we discuss how Matt has adapted to the rigours of career change and how we can always reinvent ourselves to have a successful new career. Some of the areas we cover.· Matt discusses his academic Journey.· Matt sheds light on making the transition from one Career to another.· Staying the course to achieve your goals· Nothing Funny About Money: Matt explains coming up with his Podcast idea and getting it aired on NPR. Tune into Matt’s Podcast: Nothing Funny About Money· http://www.nothingfunnyaboutmoney.org/Please leave a reviewPlease if you can leave a review at https://www.podchaser.com/MyPerfectFailure or the platform of your choice that would be great My Perfect Failure contact me Work with me: paul@myperfectfailure.comMPF Website: http://www.myperfectfailure.com/ Insta: follow: https://www.instagram.com/padsmpf/ Twitter: https://twitter.com/failure_perfect Facebook MPF Private Group: https://www.facebook.com/groups/377418129517757/

Of all the ways to blow $5,000, a vacation with your new spouse is probably the most romantic. On this month's episode, Kathleen Burns Kingsbury, Chris Shupe and Matt J. Goren discuss the finances of honeymoons with special guest Megan Ford from the ASPIRE Clinic.

Springtime is here again - time to live your dreams and file your taxes! Learn the "how to?" and the "how come?" of this painful annual ritual on this episode of Nothing Funny About Money hosted by Matt J. Goren and Jessica Parks with help from Chris Shupe, Monte the Mongoose, and Kathleen Burns Kingsbury.

Matt Goren and Michael Thomas, Co-Hosts of NPR’s Nothing Funny About Money radio show. In this episode, Kathleen asks Matt and Michael about the danger in comparing your financial behaviors to others. As three financial educators who believe that money is more than numbers, listen in as the emotional side of saving and spending is explored. Learn tips for letting go of money shame and living a more authentic and value-driven financial life. What You Need To Know:  Stop comparing your financial habits to others. Outward appearances may look different than reality. How you use money needs to align with your values, not your neighbors’ values. If Tom next door wants to work longer hours to afford a sports car, then that is his prerogative. You may want to work less and take the bus to work. Both are valid and acceptable. Context matters. You may feel bad you are not saving money at the same rate as your friends, but maybe their situation is different. One of your friends has a home, but did they pay for it or was it a gift from grandma? Get curious and break money silence. These details may really change how you feel about yourself. Invest time in identifying what makes you happy. If you have lost sight of the experiences and things that make you happy in life, take a short timeout. Observe your spending and saving habits. Ask yourself, what motivates you to use money in this way. What has the best return on investment in terms of joy? Your relationship with money is just that – your relationship. It really doesn’t matter what others are doing, as long as you are taking care of yourself financially. Matt J. Goren, Ph. D. is the co-host of Nothing Funny About Money, an adjunct professor of personal finance in the financial planning program at the University of Georgia, and a community counselor at the Aspire Clinic. His work focuses on the interplay of emotion and money management, particularly for low-income and young people.   Michael G. Thomas Jr. is an accredited financial counselor and 4th-year Ph.D. Financial Planning Candidate at the University of Georgia. He has co-created and facilitated financial literacy programs for kids and adults as well as given a TED talk on the importance of financial empathy. Michael co-hosts an NPR affiliated radio show, Nothing Funny About Money. Check out their podcast, Nothing Funny About Money at www.nothingfunnyaboutmoney.org.