The Value of a Human-Centric Approach to Financial Advice

The Most Hated F-Word

With: Jason Pereira MBA CFA® CFP® | Personal Finance and fintech Expert Writer | Podcaster | Public Speaker Preet Banerjee | Behavioural Finance Expert | Keynote Speaker | Found of MoneyGaps Dr. Meghaan Lurtz Ph.D. | Lecturer | Writer | Senior Research Associate Kitces.com Mark McGrath CFP® CIM® CLU® | Financial Planner | Aaron Hector, B.COMM., CFP, R.F.P., TEP | Private Wealth Advisor | Financial Planner BIOs: Jason Pereira MBA CFA® CFP® is a highly experienced financial planner with over two decades of expertise in the field. He is a renowned writer, commentator, speaker, podcaster, and educator, specializing in financial planning, practice management, and fintech. Holding two degrees and nine professional designations, Jason is a recipient of over 30 industry awards in recognition of his outstanding contributions. He has shared his knowledge through authoring over 100 articles, podcasts, and interviews, further solidifying his reputation as a leading figure in the financial planning industry. Preet Banerjee, a former neuroscientist turned finance expert, author, keynote speaker, consult to the wealth management industry and is well-known for his contributions to CBC's The National and The Morning Show on Global. and recently received his doctorate researching the value of financial advice to households. Dr. Meghaan Lurtz is a prominent expert in financial planning psychology, an accomplished educator serving as a Professor of Practice at Kansas State University, and a lecturer at Columbia University, specializing in Financial Psychology. She also holds positions on various financial technology boards that bridge finance and mental health. With her active research and ongoing contributions to the Kitces platform, she explores the connection between money, advice, and well-being. Jason Pereira MBA CFA® CFP® is a highly experienced financial planner with over two decades of expertise in the field. He is a renowned writer, commentator, speaker, podcaster, and educator, specializing in financial planning, practice management, and fintech. Holding two degrees and nine professional designations, Jason is a recipient of over 30 industry awards in recognition of his outstanding contributions. He has shared his knowledge through authoring over 100 articles, podcasts, and interviews, further solidifying his reputation as a leading figure in the financial planning industry. Mark McGrath CFP® CIM® CLU® is an experienced financial expert with over 10 years of experience in the industry. Holding designations such as Chartered Investment Manager (CIM®), CERTIFIED FINANCIAL PLANNER®, and Chartered Life Underwriter (CLU®), Mark is dedicated to educating and assisting individuals in achieving their financial dreams through evidence-based and comprehensive financial planning. His expertise lies in investment, tax, retirement, and estate planning for small business owners and their families. Aaron Hector, B.COMM., CFP, R.F.P., TEP brings a unique blend of youth and extensive experience in comprehensive wealth management, commencing his career earlier than most. He benefited from 15+ years of mentorship from Russ Doherty and Vic Bryant, each offering distinct expertise. His clients find comfort in his commitment to serving them throughout their careers and retirements. Why Your Should Listen: Our conversation delves into the importance of celebrating financial achievements throughout life, rather than just at retirement. We explore how to infuse moments of financial joy into the journey, embracing the entire experience. We also explore the ever-changing landscape of financial planning and how AI and technology are reshaping the industry, evoking a mix of anticipation and concern. We discuss a future where technology enhances the human journey of financial planning, making it more meaningful and fulfilling. We delve into finding the dynamic balance where technology amplifies,