Rational and Impactful Goals

Published: March 2, 2021, 10 a.m.

b'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!'