Meghaan R. Lurtz, is a Senior Research Associate at Kitces.com. In addition to her work on the site, Meghaan teaches at multiple universities. Meghaan has finished her Ph.D. in Personal Financial Planning at Kansas State University. Meghaan is a past President of the Financial Therapy Association.
Working with Financial Planners Meghaan saw the need to bring client-focused psychology into the planning process. An experienced business advisor, from her background in I/O Psychology, she combines her love of people and pro-active mentoring with specialized financial support and literacy to change lives and lifestyles for the better.
Doctor of Philosophy (Ph.D.), Personal Financial Planning/Financial Therapy
2014 - 2019
BA, Philosophy, Psychology, Spanish
2003 - 2008
Training
Customer Service
Sales
Program Management
Leadership
Analysis
Recent Posts
With a Wallet-Tightening Economy, Financial Advisors Can Assuage Clients’ Fears By Promoting Self-Efficacy
Meghaan Lurtz - September 7, 2023Financial pressures are looming larger than ever thanks to tight economies, increasing retail debt, and skyrocketing interest rates. Subsequently, financial advisors find themselves in a crucial yet tricky role.
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