The Rational Reminder Podcast | Deeper Goals, and Retiring with Purpose | Rational Reminder 245 @rationalreminder | Uploaded March 2023 | Updated October 2024, 10 hours ago.
Goal-setting is essential for personal and professional growth, helping individuals clarify their priorities, stay focused, and achieve success. We are pleased to welcome guests Samantha Lamas and Danielle Labotka to help us unpack the topic of goal-setting and how it relates to finance. Samantha Lamas is a Senior Behavioural Researcher at Morningstar and a recipient of the Montgomery-Warschauer Award for her research in financial planning. Her work centres on investor engagement and the factors that influence an individual's decisions when it comes to investing and managing their finances. As a Behavioral Scientist at Morningstar, Danielle Labotka examines the impact of various cognitive and linguistic factors on investors’ financial decisions. Her research involves studying investors' behaviours, preferences, and attitudes in both everyday and financial planning situations. In our conversation with Samantha and Danielle, we gain insights into financial behaviour and decision-making, the biggest barriers to goal-setting, what deeper goals are, and how to focus on them. Then, we speak to Mark McGrath, who is licensed in insurance, holds several professional designations, including a Chartered Investment Manager and a Certified Financial Planner (CFP), and has more than a decade of experience in the industry. Mark tells us the emotional story about his dad, what motivated him to share his experience, and why you need to start thinking about retirement now. Finally, we review a past episode with Dennis Moseley Williams, a book from Will Storr, and go through feedback from the Rational Reminder community. Tune in now!
Content Warning: Some of the discussion in this episode is about suicide. If you or someone you know is struggling with thoughts about self-harm, help is available. In Canada: 1.833.456.4566 or at suicideprevention.ca/resources
Timestamps:
0:00 Intro
02:30 Main Topic: Morningstar Goals Discussion
06:55 Special Guests Danielle Labotka & Samantha Lamas
25:00 Special Guest Mark McGrath
53:21 Episode 85: 60 Seconds
56:22 Book Review: The Status Game: On Human Life and How To Play It
1:05:59 Aftershow
Participate in our Community Discussion about this Episode:
community.rationalreminder.ca/t/episode-245-deeper-goals-and-retiring-with-purpose-discussion-thread/22660
Book From Today’s Episode:
The Status Game: On Human Life and How to Play It — amzn.to/40vVLix
Links From Today’s Episode:
Rational Reminder on iTunes — itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582.
Rational Reminder Website — rationalreminder.ca
Shop Merch — shop.rationalreminder.ca
Join the Community — community.rationalreminder.ca
Follow us on Twitter — twitter.com/RationalRemind
Follow us on Instagram — @rationalreminder
Benjamin on Twitter — twitter.com/benjaminwfelix
Cameron on Twitter — twitter.com/CameronPassmore
Samantha Lamas on Twitter — twitter.com/SamanthaLamas4
Mark McGrath on Twitter — twitter.com/MarkMcGrathCFP
Samantha Lamas on LinkedIn — linkedin.com/in/slamas
Mark McGrath on LinkedIn — linkedin.com/in/markmcgrathcfp
'Mining for Goals' — static.fmgsuite.com/media/documents/8b5abbe8-0bf5-4321-9a4a-e04a82a11597.pdf
Goal-setting is essential for personal and professional growth, helping individuals clarify their priorities, stay focused, and achieve success. We are pleased to welcome guests Samantha Lamas and Danielle Labotka to help us unpack the topic of goal-setting and how it relates to finance. Samantha Lamas is a Senior Behavioural Researcher at Morningstar and a recipient of the Montgomery-Warschauer Award for her research in financial planning. Her work centres on investor engagement and the factors that influence an individual's decisions when it comes to investing and managing their finances. As a Behavioral Scientist at Morningstar, Danielle Labotka examines the impact of various cognitive and linguistic factors on investors’ financial decisions. Her research involves studying investors' behaviours, preferences, and attitudes in both everyday and financial planning situations. In our conversation with Samantha and Danielle, we gain insights into financial behaviour and decision-making, the biggest barriers to goal-setting, what deeper goals are, and how to focus on them. Then, we speak to Mark McGrath, who is licensed in insurance, holds several professional designations, including a Chartered Investment Manager and a Certified Financial Planner (CFP), and has more than a decade of experience in the industry. Mark tells us the emotional story about his dad, what motivated him to share his experience, and why you need to start thinking about retirement now. Finally, we review a past episode with Dennis Moseley Williams, a book from Will Storr, and go through feedback from the Rational Reminder community. Tune in now!
Content Warning: Some of the discussion in this episode is about suicide. If you or someone you know is struggling with thoughts about self-harm, help is available. In Canada: 1.833.456.4566 or at suicideprevention.ca/resources
Timestamps:
0:00 Intro
02:30 Main Topic: Morningstar Goals Discussion
06:55 Special Guests Danielle Labotka & Samantha Lamas
25:00 Special Guest Mark McGrath
53:21 Episode 85: 60 Seconds
56:22 Book Review: The Status Game: On Human Life and How To Play It
1:05:59 Aftershow
Participate in our Community Discussion about this Episode:
community.rationalreminder.ca/t/episode-245-deeper-goals-and-retiring-with-purpose-discussion-thread/22660
Book From Today’s Episode:
The Status Game: On Human Life and How to Play It — amzn.to/40vVLix
Links From Today’s Episode:
Rational Reminder on iTunes — itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582.
Rational Reminder Website — rationalreminder.ca
Shop Merch — shop.rationalreminder.ca
Join the Community — community.rationalreminder.ca
Follow us on Twitter — twitter.com/RationalRemind
Follow us on Instagram — @rationalreminder
Benjamin on Twitter — twitter.com/benjaminwfelix
Cameron on Twitter — twitter.com/CameronPassmore
Samantha Lamas on Twitter — twitter.com/SamanthaLamas4
Mark McGrath on Twitter — twitter.com/MarkMcGrathCFP
Samantha Lamas on LinkedIn — linkedin.com/in/slamas
Mark McGrath on LinkedIn — linkedin.com/in/markmcgrathcfp
'Mining for Goals' — static.fmgsuite.com/media/documents/8b5abbe8-0bf5-4321-9a4a-e04a82a11597.pdf
