morgan ranstrom

What makes someone trade academia for financial advising during a recession? In this episode, we sit down with Morgan Ranstrom as he takes us through his remarkable journey from theology to finance.

Combining technical skills with a deep understanding of human behavior, Morgan proves that financial planning is about more than numbers—it’s about people.

From navigating life transitions to balancing risk and reward, Morgan shares insights that go beyond investments, inspiring advisors and clients alike.

referenced in our conversation:

Trailhead Planners

The Secret Shame of Middle-Class Americans

Man’s Search for Meaning

Meditations

The Devil’s Financial Dictionary

Tao Te Ching

George Kinder

Stephen Covey

Outcome Bias

 

listen to the full episode

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julie johnson

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van smith