Rational and Impactful Goals
Samantha Lamas is a behavioral researcher at Morningstar Investment Management, and Ryan Murphy, Ph.D., is Morningstar\u2019s head of Decision Sciences. They spoke with Hannah Moore, CFP\xae, about their award-winning research and the tool they developed to help financial planning professionals create a clear plan for their clients\u2019 goals, so they can make advised and rational decisions. Be sure to earn .5 hours of CFP Board CE Credit with this episode!