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Less Lonely Money
Last discussed Jul 29, 2026
A Substack newsletter by financial planning researcher Megan Lertz covering behavioral and relational approaches to financial planning and client conversations.
Recently discussed in
Calculating Personalized Client Lifespan Estimates, With Jeremy Ko
Jeremy Ko · Jul 29, 2026
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JK
Jeremy Ko
mentioned
Used for: Guidance on how advisers can use rapport-building and therapy-based conversational techniques with clients
Praised: Therapy-based conversational approach to sensitive financial topics; emphasis...
"I'm going to borrow some material from a well-known financial planning researcher. Her name is Megan Lertz, and she's done some content for Kitces. She's got her own Substack — I think it's called Less Lonely Money. She endorses an approach where ..."
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