Skip to Content
  1. Podcasts
  2. The Long View

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

The financial advisor and author discusses his views on financial life planning, the future of financial advice, and saving for higher education.

The Long View cover art

Listen Now

Listen and subscribe to Morningstar’s The Long View from your mobile device.

Our guest on the podcast today is financial advisor and author Tim Maurer, the director of advisor development for Buckingham Wealth Partners. He coauthored The Ultimate Financial Plan: Balancing Your Money and Your Life with Jim Stovall, and he also wrote Simple Money: A No-Nonsense Guide to Personal Finance. He's a member of the CNBC Financial Advisor Council and is also a regular contributor to CNBC, Forbes, and Time/Money. Maurer is a certified financial planner and a graduate of Towson University.

Tim Maurer's Background

Bio

The Ultimate Financial Plan: Balancing Your Money and Your Life

Simple Money: A No-Nonsense Guide to Personal Finance

Financial Life Planning

"What Is Financial Life Planning?" by Sheiresa Ngo, CheatSheet, May 31, 2015.

"Beyond Finances: Holistic Life Planning Trends Among Advisors," InvestmentNews, Jan. 23, 2020.

"How Should Retirees Deal With Crazy Markets When They Don't Have Time to Stay the Course?" by Tim Maurer, timmaurer.com, March 20, 2020.

"Reconsidering Your Life Because of the Pandemic? You're Not Alone," by Mimi Montgomery, Washingtonian, April 21, 2020.

"Financial Planner vs. Financial *Life* Planner. Which one Is the 'Right One' for Me?" by Cristina Livadary, Mana, Jan. 24, 2020.

"'The Whole Financial Planning Process Is Wrong,' Expert Says,” by Tim Maurer, Forbes, July 28, 2017.

Financial Planning Association

NAPFA: The National Association of Personal Financial Advisors

Kinder Institute of Life Planning

"George Kinder: Three Questions About Life Planning," by J.D. Roth, Get Rich Slowly, Aug. 1, 2019.

Money Quotient

Your Mental Wealth, Drs. Ted Klontz and Brad Klontz

Kahler Financial Group

The Future of Financial Advice

Buckingham Strategic Wealth

Drive: The Surprising Truth About What Motivates Us, by Daniel Pink.

"Simple Money Portfolio," by Tim Maurer, timmaurer.com.

"Tim Maurer Simple Money Portfolio Review and ETFs to Use," by Tim Maurer, Optimized Portfolio, Oct. 7, 2020.

"Kitces: Pandemic to Accelerate Shift to AUM-Based Fee Model," by Jeff Berman, ThinkAdvisor, May 7, 2020.

"ESG Index Funds Hit $250 billion as Pandemic Accelerates Impact Investing Boom," by Pippa Stevens, CNBC, Sept. 2, 2020.

College Planning

"Is COVID-19 Creating an Education Planning Crisis?" by Tim Maurer, The Bam Alliance, June 3, 2020.

"The Non-Conformist's 4-Step Education Savings Plan," by Tim Maurer, Forbes, May 31, 2012.