Tim Maurer: Personal Finance Is More Personal Than It Is Finance

Morningstar – Registered Life Planner® Tim Maurer is interviewed by Christine Benz for The Long View podcast (by Morningstar) about how the pandemic has affected the financial planning industry and client conversations. He says, “I feel as though the pandemic has taken all of us to a place where we are more attuned to the deeper matters of life…We’re asking those bigger questions that when everything is just going great, we don’t have as much of a tendency to ask.” Credit: Christine Benz & Tim Maurer