On this episode of The Get Ready Money Podcast, I spoke with Matt Goren, a leader in developing industry leading financial education about changing the way we think about financial planning education.
In this episode we discussed:
- How psychology applies to financial planning.
- There are the same number of financial planners today as there was 10 years ago.
- How education accelerates a career in financial planning.
- How AI will improve financial planning education.
- Know your own value to whoever is going to be paying you.
- You should be paid for the value that you’re bringing.
Connect with Matt Goren, PhD CFP®:
- LinkedIn (here)
Referenced on the show:
- Compensation: Salary.com and Glassdoor.com
- Morgan Housel (here)
- Michael Kitces (here)
- The American College - CFP, ChFC and other designations - (here)
Bio:
Matt J. Goren, PhD CFP® designs and delivers industry-leading financial planning education - at scale. His approach combines lessons from his own teaching experience with best practices in online education, artificial intelligence, and organizational psychology. He is an Investment News “40 under 40” and his courses and programs have won national awards from ThinkAdvisor, Investopedia, Yahoo! Finance, and the AFCPE.
Matt is the Chief Strategy Officer for the Brett Danko Education Center, which helps thousands of current and future financial planners pass the CFP exam. Collectively, those folks go on to provide financial advice and planning to millions of people.
Matt co-founded the Global Financial Planning Institute to promote competency in the cross-border financial planning space. In addition, he is a FinServ mentor and serves with the FPA and the AFS to advance financial planning education in higher education and to career changers around the world.
Previously, Matt ran Dalton Education as VP of Financial Planning Education at CeriFi from 2023 to 2025. From 2022 to 2023, Matt worked at CFP Board as Director of Knowledge for Practice. From 2018 to 2022, he worked in a series of roles at The American College of Financial Services, culminating as the director of their CFP® and ChFC programs. From 2016 to 2018, he was a professor of personal finance at the University of Georgia. And, from 2016 to 2020, he created and produced the lighthearted personal finance show Nothing Funny About Money on NPR. Before switching careers to financial planning, Matt ran the psychology research consulting firm Beyond Berkeley and taught psychology and statistics courses at UC Berkeley and the University of Georgia.
The Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.
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