MQ President Amy Mullen recently joined Laura Rotter on the Making Change With Your Money podcast to explore why financial literacy alone doesn’t lead to lasting change. Instead, sustainable behavior change comes from self-awareness and positive emotion—not fear or information alone. Amy shares insights on money patterns, motivation, and how aligning financial decisions with personal […]
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Tim Maurer on Memories (and Money)
Tim Maurer explores a powerful idea: our financial past isn’t as accurate as we think—and our financial future isn’t as certain as it feels. Our memories are often reconstructed, not recorded. The stories we carry (“I’m bad with money,” “I’m a saver”) can quietly shape our identity and decisions. At the same time, vivid fears—or […]
Tim Maurer: How Do You Know When It’s Worth Spending a Lot of Money?
In a recent piece, Money Quotient friend Tim Maurer shares a refreshingly human framework for evaluating big purchases—one that goes beyond budgeting spreadsheets and into the psychology of spending. Drawing on the work of Dr. Meir Statman, Tim outlines three lenses for thoughtful spending: The Obsolescence Test (Will it still be useful in 5–10 years?) […]
Kitces and Carl on Navigating Scary Markets Amid AI Bubble Fears
How do you help clients stay the course when the headlines are full of “AI bubble” warnings and market volatility chatter? In the latest episode of Kitces & Carl, Michael Kitces and Carl Richards revisit the scary market conversation—reminding advisors that these moments are when our real value shines. But instead of leading with logic, […]
Derek on The Get Ready Money Podcast
What does it mean to go beyond the numbers in financial planning? In this conversation with host Tony Steuer, MQ’s own Derek Hagen explores how psychology, purpose, and deep listening transform financial advice into something far more meaningful. “Psychology is the key that unlocks the door to the tactics and the strategies.” The episode touches […]
Why Clients Underspend (And What to Do About It) From Nerd’s Eye View
Many clients have spent decades building wealth—but when it comes time to enjoy it, they just… can’t. In this powerful piece on Nerd’s Eye View, behavioral finance expert Meghaan Lurtz explores the psychology of underspending—and what financial professionals can do when the plan says “yes” but the client still says “no.” From saver identity and […]
Have You Subscribed to MQ on YouTube?
Did you know Money Quotient has an active YouTube channel? On the channel, Derek Hagen shares weekly educational videos and Shorts to help advisors strengthen the life side of their work. You’ll find short, sketch-based lessons on: Incorporating values into financial planning Improving your communication and listening skills Exploring the emotional and psychological side of […]
Kitces and Carl on Helping More People Without Burnout
Many financial professionals got into this field to help others — but what happens when a prospect truly needs your help and doesn’t meet your minimums? In this candid conversation, Michael Kitces and Carl Richards explore how advisors can say yes more often — without undermining the sustainability of their business. You’ll learn: The “Barbell […]
Tim Maurer on Human-First Planning
Money Quotient friend Tim Maurer joined Brendan Frazier on The Human Side of Money podcast to talk about something close to our hearts: putting people before spreadsheets. In this conversation, Tim shares how to shift from advisor-driven presentations to client-inspired conversations—connecting with values, stories, and emotions so clients feel truly seen. He also outlines a […]
Kitces Highlights the Power of Summarizing
MQ Financial Behavior Specialist Derek Hagen’s recent article, “Summarizing: A Tool for Helping Clients Feel Understood,” was featured in Michael Kitces’ Weekend Reading roundup. Summarizing isn’t about repeating. It’s about reflecting. When done well, it shows clients they’ve been truly heard, builds trust, and often helps them hear themselves more clearly, too. As Derek writes: […]