Navigating Life & Financial Transitions with Dr. Meghaan Lurtz

Financial psychology, identity, and money during major life transitions — Dr. Meghaan Lurtz joins Financial Behavior Thought Leaders to explain why retirement, divorce, career changes, and other big life shifts are never just about the numbers. In this episode, Meg breaks down why financial transitions reshape identity just as much as bank accounts, and why that makes the decisions tied to those moments feel more emotional and complex than they appear on the surface. She shares why understanding the human side of financial transitions is becoming an essential skill for advisors, and for anyone supporting someone through a major decision. You'll hear why our relationship with money evolves alongside life's biggest milestones, how advisors can better support clients during periods of change, and the small conversational shifts that build trust when people feel uncertain about what's next. If you work in financial services, or you're navigating a major life transition, this conversation offers a thoughtful look at why understanding identity may be just as important as understanding finances. This episode is for educational and informational purposes only and is not intended as financial, legal, or tax advice. Want to bring Meg's keynote to your audience? Learn more and book her at https://financialbehaviorkeynote.com/... Subscribe to Financial Behavior Thought Leaders for more conversations with the speakers shaping how we think, feel, and act with money. #FinancialPsychology #MoneyAndIdentity #FinancialAdvisors #LifeTransitions #FinancialBehaviorThoughtLeaders KEY TOPICS COVERED Why financial transitions are also identity transitions How life changes reshape our relationship with money The role of financial psychology in client conversations Helping clients navigate uncertainty with confidence Building trust during emotionally significant financial decisions Practical ways to approach financial transitions more intentionally Why understanding people is just as important as understanding financial plans Resources & Links: (Less) Lonely Money - read more about Meg and her work: https://meghaanlurtz.substack.com/ Meg's speaker page — learn more about her background and areas of expertise: https://financialbehaviorkeynote.com/... Meg's keynote topics — explore the talks she brings to audiences: https://www.canva.com/design/DAGW8m4j... Connect with Meg:   / meghaanlurtz