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2 episodes with certified financial therapist
2 episodes with certified financial therapist
Do your money conversations with your partner go off the rail in 6.7 seconds? You're not alone and Adam Kol explores the challenges of discussing money in relationships, understanding individual money stories, and the importance of values-based budgeting. Adam also highlights key pitfalls couples face when managing finances and offers practical strategies to address financial stress and improve relationship dynamics. 04:15 Understanding Financial Therapy08:50 Financial Intimacy: A New Perspective27:58 Common Financial Pitfalls in Relationships33:21 The Importance of Resolving Financial Conflicts and Starting the Money Conversation41:15 Handling Different Financial Priorities49:52 What Values-Based Budgeting is and Practical Tips to Use ItAdam Kol is The Couples Financial Coach. He helps couples go from financial overwhelm or fighting to clarity, teamwork, and peace of mind. Adam is a Certified Financial Therapist™, Certified Mediator, and Tax Attorney with a Duke Law degree and a Master's in Tax Law from NYU. He is a husband, dad, and musician, as well.Adam's wisdom has been shared with The Wall Street Journal, the Baltimore Ravens, CNBC, NewsNation, and more.Connect with Adam Kol(1) Sign up to get a free copy of my book!: https://CouplesFinancialCoach.com/book-interest (2) Instagram: https://instagram.com/couplesfinancialcoach (3) Facebook: https://facebook.com/couplesfinancialcoach (4) LinkedIn: https://www.linkedin.com/in/adamkol/ (5) YouTube: https://www.youtube.com/@thecouplesfinancialcoach Connect with Paige BondInstagram: @paigebondcoachingFacebook: @paigebondcoachingTikTok: @paigebondcoachingWebsite: https://paigebond.comPaige Bond specializes in helping individuals, couples, and intentionally non-monogamous partnerships feel grounded, confident, and connected in their love life. She is also the founder of Sweet Love Counseling providing therapy in CO, FL, SC, and VT. Paige loves educating people about relationships through being the host of the Stubborn Love podcast, hosting workshops, and speaking at conferences.Free Jealousy Workbook: http://www.paigebond.com/calm-the-chaos-jealousy-workbook-download Free People Pleasing Workbook: https://www.paigebond.com/people-pleasing-workbook Attachment Dynamics Workshop:https://www.paigebond.com/attachment-dynamics-workshop-sign-upDisclaimer: This podcast and communication through our email are not meant to serve as professional advice or therapy. If you are in need of mental health support, you are encouraged to connect with a licensed mental health professional to receive the support needed.Mental Health Resources: National Suicide Prevention Lifeline: 1-800-273-8255SAMHSA's National Helpline: 1-800-662-HELP (4357)Crisis Text Line: Text HOME to 741741 for free, 24/7 crisis counseling.Intro music by Coma-Media on pixabay.com
We often hear people say, “I know I have enough money, but I still feel scared.” When unresolved feelings stay buried, they often manifest as behaviors – like overspending or understanding – that are hard to explain. Talking about those feelings can ease the pressure. That's where financial therapy comes in…In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by John Hankins, a licensed social worker, Certified Financial Therapist, and Certified Financial Social Worker. John specializes in working with individuals and couples middle-age and beyond to help them to understand and improve their relationship with money. He doesn't create financial plans. Instead, John helps people assess their relationship with money and make sense of how they feel about their finances.In this episode, you will learn:What financial therapy is, and how it can complement financial planning.The signs that your relationship with money might benefit from therapy.Why simply having “enough” money doesn't always bring peace of mind, especially as it relates to retirement savings.How unexamined childhood experiences shape your current financial behaviors.And more!From compulsive spending to couple conflicts and retirement dread – financial therapy addresses what spreadsheets can't.Resources:Episode Transcript & Blog | financial-therapy.me | financialtherapyassociation.org | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call
John Hankins is a licensed social worker and Certified Financial Therapist™ with decades of experience spanning social work, IT, and nonprofit leadership. After a long career in the business world, John returned to his passion for helping others by specializing in financial therapy and coaching for middle-aged and older adults. His unique approach blends clinical expertise, real-world financial management, and deep empathy, helping clients understand and transform their relationship with money. John's mission is to empower people to align their finances with their values, reduce money-related stress, and build a more fulfilling future. On this episode we talk about: – What it means to have a “relationship with money” and why it matters – How childhood experiences and cultural beliefs shape our money mindset – The three pillars of money mindset: thoughts, feelings, and actions – Why values—not just goals—should drive your financial decisions – Real-life stories of clients overcoming money stress and self-sabotage – The importance of normalizing conversations about money – How financial therapy differs from traditional financial planning Top 3 Takeaways Your beliefs and emotions about money—often formed in childhood—can unconsciously drive your financial decisions and success. Addressing these root issues is foundational to making sustainable changes. True financial well-being comes from aligning your money habits with your core values, not just chasing higher income or bigger goals. Open, judgment-free conversations about money are essential. Many people carry money stress for years simply because they feel unable to talk about it—even with those closest to them. Notable Quotes “We have kind of three things that we can do as human beings: thoughts, feelings, and actions. When you start to examine those around money, you'll probably uncover things that are holding you back.” “You might be holding yourself back from making the money you say you want because your beliefs and actions aren't aligned.” “Many people carry money stress for decades without ever having a real conversation about it with anyone. Sometimes, just talking is the first step to relief.” Connect with John Hankins: http://financial-therapy.me/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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In this heartfelt conversation with Rachel Duncan, we dive into the often-unseen emotional connections we have with money, especially for creatives. Rachel, blending Financial Therapy and Art Psychotherapy, offers insights into how we can heal our money stories, shift our mindset, and find freedom in both our art and finances. From redefining the value of money to navigating the guilt of charging for sacred work, this episode is full of wisdom and practical steps to help you transform your relationship with money.About RachelRachel Duncan is a Financial Therapist and Art Psychotherapist based in Denver, Colorado. She started Money Healing Club, an online support group for financial healing, education, and community within a judgment-free space. As a Certified Financial Social Worker, Certified in Trauma of Money, and Certified Financial Therapist-1™ (Candidate), and a Graduate of Antioch University, Seattle, Rachel specializes in helping impulse spenders and money avoiders learn to trust themselves through a compassionate, creative and trauma informed program that is open to anyone who swims against the mainstream.Free email course on mindful spendingUse code DEARCREATIVEMINDfor 50% off your first month in the Club! About mePascale Côté is a creativity guide, artist, and writer who helps creatives meet, understand, and express themselves by guiding them to work *with* their (creative, complex, unconventional) nature instead of against it. She helps artists, visionaries, disruptors and earth stewards break free from the vortex of overthinking and move forward with their bold, rebellious ideas. Her work challenges conventional norms, inviting creatives to explore what's possible when they release outdated narratives and embrace their true, authentic expression. Pascale believes that art is a powerful vehicle for both individual and collective change when it's grounded in truth—created outside the rigid systems that stifle our creative spirit.About the podcastCreative minds are the architects of a new world, and their art holds the keys to reimagining our reality. The challenge is, creative minds often spend just as much time crafting self-limiting narratives as they do creating their art. Dear Creative Mind is a space for creative liberation—a pathway out of the cycle of overthinking, burnout, and stagnation. This podcast is for artists & creative entrepreneurs where Pascale, creativity guide, shares grounding meditations, gentle coaching guidance and heartfelt conversations with inspiring artists. The podcast explores the real challenges that come with being creative—overthinking, self-doubt, burnout—and how to navigate them while staying true to our vision.Get support for your creative mind1:1 support for creativesNew: email guidanceFree tool: The Creative Confidence ToolkitBook a free clarity callJoin community eventsReceive the monthly prompts on SubstackExplore the full websiteFind me on Instagram A special thank you to Alexandra Moreno for the original music of the podcast.
Dr. Shay Harris-Pierre | Professional Counselor | Associate Professor | Certified Financial Therapist Summary: Ever wonder why you think and act the way you do with money? In this episode, Shaun chats with Dr. Shea Harris-Pierre to uncover the hidden forces of financial socialization—the powerful influence of family, culture, and society on our money choices. Dr. Shea shares her own journey of redefining wealth as more than just financial success, exploring how well-being and emotional health play a part. Together, they reveal how family dynamics, early lessons, and even our own self-awareness shape the financial habits we pass on. Tune in to discover insights that could reshape your own money mindset and help you build healthier financial habits. BIO: Dr. Shay Harris-Pierre, PhD, LPC, CFT-I TM, is a Licensed Professional Counselor, Associate Professor, Certified Financial Therapist, and Family Dynamics Consultant. She holds a bachelor's degree in psychology, a master's degree in Marriage and Family Therapy, and a PhD in Counselor Education and Supervision. She has 7 years of experience as a counselor educator and 10 years clinical experience as a therapist. Through her private practice, Shades of You Counseling and Consulting, PLLC, Dr. Shay serves high achieving women of color, couples, and families as they navigate trauma, relational, and intergenerational concerns. Highlights: Wealth is defined by personal feelings and experiences. The pandemic prompted a reevaluation of what wealth means. Financial socialization influences our relationship with money. Family dynamics play a crucial role in shaping financial beliefs. Emotional regulation is essential for healthy financial discussions. Conscious awareness of financial behaviours can lead to better choices. Teaching children about money should include emotional context. Parentification can complicate financial education in families. Self-exploration is necessary for understanding financial anxieties. There is no finish line in personal growth regarding finances. Quotes: "Wealth is a feeling, not a number." "The forced slowness of the pandemic helped me to slow down." Links: Shades of Wealth Podcast: CLICK HERE Shades of You: CLICK HERE Consulting for Finance Professionals: CLICK HERE
Does money trigger all kinds of emotions for you? Whether it's your personal finances or business finances the reality is that it exists and money is part of our every day lives. So let's talk about the money honey!!Today, I sit down with Certified Financial Therapist, Erika Wasserman CFT-I. In this conversation, Erika shares her journey from a corporate career to becoming a certified financial therapist. She discusses the importance of understanding one's relationship with money, the emotional aspects tied to financial decisions, and the necessity of open communication about finances in relationships. Erika emphasizes the need for financial acumen for everyone and provides insights on how to navigate money conversations, especially in couples. The discussion highlights the transformative moments in financial therapy and the importance of storytelling to foster understanding around financial values.takeawaysErika's journey reflects the ups and downs of life.Financial therapy addresses emotional aspects of money.Open communication about finances is crucial in relationships.Understanding financial values can prevent conflicts.Everyone has a relationship with money that needs nurturing.Financial education should start early in life.Storytelling can help ease money conversations.Couples often have different financial backgrounds and values.It's important to be patient in finding your purpose.Aha moments in therapy can lead to significant breakthroughs.Erika Wasserman is CEO of Your Financial Therapist, which she founded in 2019. As a Certified Financial Therapist CFT-I™, a sought-after certification held by only 70 people in the world, she combines her education in finance and international economics with her passion for helping others, empowering individuals, couples, and companies to reshape the way they think about money.Erika is the creator of Let's Talk Finances Financial Wellness Conversation Cards which allows people to explore the topic of money with 50 thought provoking questions. Erika earned a Bachelor of Business Administration (BBA) degree from the University of Florida, as well as a graduate Certificate in Financial Therapy from Kansas State University.Register HERE for FREE Webinar: https://femininefounder.com/webinar More on ChilledVino HERE https://chilledvino.com/Support the showLINKS TO FREEBIES BELOW: WEEKLY NEWSLETTER where I share all the tips and tricks on how to grow your LinkedIn account HERE ABOUT THE HOST: Former Executive Recruiter turned LinkedIn Expert & Entrepreneur. I'm here to show you that you can do it too! I teach women how to start, grow and scale their personal brand and business on LinkedIn. In 2021 I launched ChilledVino, my patented wine product and in 2023 I launched The Feminine Founder Podcast. I live in South Carolina with my husband Gary and 2 Weimrarners, Zena & Zara. This podcast is a supportive and inclusive community where I interview and bring women together that are fellow entrepreneurs and workplace experts. We believe in sharing our stories, unpacking exactly how we did it and talking through the mindset shifts needed to achieve great things.Connect with me on LinkedIn HERE and follow the podcast page HERE IG @cpennington55 Buy ChilledVino HERE I'm so happy you are here!! Thanks for listening!!!
Do you have a story you'd like to share on TWTDNH or are you a subject matter expert who would like to shed light on any of the topics I cover? Shoot me a message! How can financial therapy change your view on money and relationships?Dr. Megan McCoy, the nation's first financial therapist and a licensed marriage and family therapist, talks about how financial therapy can help when dealing with financial abuse in domestic violence cases, especially in military families. With her expertise in both mental health and financial well-being, Dr. McCoy breaks down the complexities of financial abuse and its impacts on individuals and relationships.Listen in as she explains how to spot financial abuse and find your way to financial independence. She shares practical tips for dealing with financial trauma, talking openly about money in relationships, and taking control of your finances. You'll also learn about the emerging field of financial therapy, why financial literacy is so important, and the resources available to help those facing financial abuse achieve financial healing.What You'll Learn:What is financial therapy?The role of financial therapy in managing money-related stress.How to talk to kids and partners about money.The impact of financial abuse and how to recognize it.Strategies for balancing joint and separate accounts in relationships.How financial flashpoints can influence long-term financial behavior.The importance of financial literacy and regular financial check-ups.How to plan for financial security in uncertain times.Ideas Worth Sharing:“Money fears are nastier. They last longer, and they mean your sense of power, control, and autonomy, so they are difficult to manage, to say the least.” - Dr. Megan McCoy"There's no right way to do money. There is a right way to feel happy or feel safe, and that's what's important." - Dr. Megan McCoy"You don't have to be the expert. You just need to be aware of your finances." - Dr. Megan McCoyResources:NurtureShock: New Thinking About Children by Po Bronson, Ashley MerrymanMilton the Money Savvy Pup: Brings Home the Bacon by Jamie A. Bosse, CFP®The Four Money Bears by Mac Gardner, CFPThe Art of Allowance Podcast – The Money MammalsDr. Brad Klontz (Researcher/Financial Psychologist who discusses “financial flashpoints from our life”)CFPB (Consumer Financial Protection Bureau) “Money As You Grow” (tool for age-appropriate money discussions with kids)Greenlight Sample of websites that allow children to track save/spend/allowance/chores (for older children)Piggy Bank for Kids“Shame vs. Guilt” by Brené BrownFind a Financial Therapist Tool by Financial Therapy AssociationFind a Therapist Tool by Psychology TodayReputable Credit Agencies to run credit: Experian & Free Credit Report
The 2024 Passionately Married Getaway is June 13-15, 2024. Register now. On the Regular Version ... I'm joined by Bill Nelson, a Certified Financial Planner and Certified Financial Therapist. We dive into the world of money and marriage and meanings. Learn more about Bill here - https://pacesetterplanning.com/ On the Xtended Version ... Pam and I discuss our take our takeaways from the conversation with Bill. It's all about the meanings of things - not the things. Enjoy the show! Sponsors ... Factor: Get fresh, flavor packed meals ready in 2 minutes for 50% off when you use our code passion50 at https://factormeals.com/passion50. Academy: Join the Academy and go deeper. https://smr.fm/academy The post What Money Means | Bill Nelson #650 first appeared on Sexy Marriage Radio.
The 2024 Passionately Married Getaway is June 13-15, 2024. Register now. On the Regular Version ... I'm joined by Bill Nelson, a Certified Financial Planner and Certified Financial Therapist. We dive into the world of money and marriage and meanings. Learn more about Bill here - https://pacesetterplanning.com/ On the Xtended Version ... Pam and I discuss our take our takeaways from the conversation with Bill. It's all about the meanings of things - not the things. Enjoy the show! Sponsors ... Factor: Get fresh, flavor packed meals ready in 2 minutes for 50% off when you use our code passion50 at https://factormeals.com/passion50. Academy: Join the Academy and go deeper. https://passionatelymarried.net/academy The post What Money Means | Bill Nelson #650 first appeared on Passionately Married.
Bill Nelson is the founder of Pacesetter Planning, a fee-only financial planning firm dedicated to helping couples all across the country grow together as they achieve their life goals. Bill's passion is helping couples stop fighting about finances and start using their money to make their marriage stronger. He is a Certified Financial Planner and a Certified Financial Therapist, and the author of Marriage-Centered Money: Get on the Same Financial Page and Achieve Your Life Goals Together. www.pacesetterplanning.comFollow Bill on Instagram here.Want 50% off Bill's book Marriage-Centered Money: Get on the Same Financial Page and Achieve Your Life Goals Together? Get that here.Want a specific topic covered? Let me know here.After you listen to this, tag me on Instagram @aliciakrasko and let me know what you think!Want to learn more about The Stepmom Side community? Here's where you get all the info. Looking forward to connecting with you on the inside.All things Alicia visit www.aliciakrasko.comGet on the list, get behind the scene info on Stepmom life, and tips delivered to your inbox.
Welcome to a special episode of "The Show Up Dad" podcast, featuring an incredible guest: Bill Nelson, a renowned Certified Financial Planner™ and Certified Financial Therapist. In this enlightening episode, we dive deep into the world of personal finance and its impact on fatherhood. Join us as Bill shares his expertise in helping couples and families achieve their most important life goals while reducing money fights and financial anxiety. With a focus on fathers, Bill understands the unique challenges they face when it comes to managing finances and providing for their families. He's here to share his wisdom and insights on how we can build a secure financial foundation while being present and engaged dads. During our conversation, Bill will guide us through practical strategies to achieve financial success without sacrificing precious time with our children. He'll explore the importance of communication, budgeting, and setting clear financial goals within the context of being an involved father. Whether you're a new dad navigating the financial responsibilities of parenthood or a seasoned dad looking to enhance your financial plan, Bill's expertise will provide valuable insights and actionable steps to help you show up for your family both emotionally and financially. Through engaging stories and real-life examples, Bill will inspire you to embrace your role as a father and create a harmonious balance between money and family. You'll learn how to navigate financial challenges, instill positive money habits in your children, and cultivate a healthy relationship with money that positively impacts your family's future. Tune in to this special episode of "The Show Up Dad" podcast with guest Bill Nelson, and discover the power of financial well-being in creating a fulfilling fatherhood journey. Bill's friendly and relatable approach, coupled with his smart and creative insights, will leave you feeling empowered and motivated to make positive changes in your financial and family life. Remember, the information shared in this episode is for educational purposes only and should not be considered as financial or therapy advice. Please consult with a qualified professional for personalized guidance tailored to your specific circumstances. --- Support this podcast: https://podcasters.spotify.com/pod/show/david-mendonca/support
On this episode we are chatting all things money with Certified Financial Therapist and Coach Lindsey Konchar. We talk about her shame-free approach to teaching women how to take control of their lives by taking control of their finances. There will be some hot takes here so buckle up and get ready to feel something. Connect with Lindsey: Instagram: @copingwithlindsey https://www.instagram.com/copingwithlindsey/ Episode mentioned here: Episode 72: I've Got 99 Coping Skills and Being a B**ch Ain't One with Lindsey Konchar
July 28, 2023: A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week's episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday, we start the weekend off by learning from industry experts how to flex our financial muscles. Meet our guest: Ashley Quamme, a Licensed Marriage and Family Therapist, Financial Behavioral Specialist®, and Certified Financial Therapist-Practitioner™ Today's Topic: How couples can communicate better around money — and how they can create shared goals and meaning to create a life well lived. About our guest: Ashley Quamme is a Licensed Marriage and Family Therapist, Financial Behavioral Specialist®, and Certified Financial Therapist-Practitioner™. She is the owner of BAM Financial Consulting, where she provides fractional CFO services to financial advisors and firms, with a focus on improving the relational aspect both within the firm and with clients. In addition, she maintains a clinical practice, The Wealthy Marriage, where her focus is helping couples with financial relational problems. On the personal side, she is a wife and mother of 2. When not serving as an Uber driver for her kiddos, she is gardening or spending time on the lake. You can connect with her on Twitter, LinkedIn, or through her website www.bamfcc.com. Learn more about our host at MargueritaCheng.com • Don't miss a single podcast: MargueritaChengRadio.com • Watch all of our TV episodes: MargueritaCheng.tv! Cheers!
[Rewind Episode] Ed Coambs MBA, MA, MS, CFP®, CFT-I™, is an internationally recognized thought leader in financial therapy who has been cited by the Wall Street Journal, the Associated Press, Time, and CNBC. He leads couples through therapy from financial despair and frustration into financial intimacy and connection using the latest in love and brain science. He earned master's degrees in business, counseling and financial planning. He is a licensed marriage and family therapist, CERTIFIED FINANCIAL PLANNER™, Certified Financial Therapist™.Ed is the founder of HealthyLoveandMoney.com an organization on a mission to help couples transform their relationship through learning, healing, and growing. He offers books, courses, blogs, and podcasts through this website, all aimed at helping couples understand where their relationship and money challenges come from and then what they can do to change it.In this episode of Rich by Intention, you'll learn: His journey from firefighter to a financial advisor to financial therapist What are the signs of financial infidelity How to overcome financial infidelity The tools to a healthy marriageConnect with Ed:IG: https://www.instagram.com/healthyloveandmoney/ Website: http://www.healthyloveandmoney.com/ Connect with Us:Instagram: @richbyintention Twitter: @richbyintentionGet our FREE Couples Money Starter Kit, Click Here.Check out our website: Richbyintention.com
LifeBlood: We talked about financial anxiety, how it presents, what causes it, and the science behind addressing it with Dr. Megan McCoy, Certified Financial Therapist, Assistant Professor, writer and speaker. Listen to learn why financial anxiety is more dangerous than you might realize! You can learn more about Megan at HHS.K-State.edu and LinkedIn. Thanks, as always for listening! If you got some value and enjoyed the show, please leave us a review here: https://ratethispodcast.com/lifebloodpodcast You can learn more about us at LifeBlood.Live, Twitter, LinkedIn, Instagram, YouTube and Facebook or you'd like to be a guest on the show, contact us at contact@LifeBlood.Live. Stay up to date by getting our monthly updates. Want to say “Thanks!” You can buy us a cup of coffee. https://www.buymeacoffee.com/lifeblood
Money is one of the most common topics couples argue about. Money represents security, happiness, and control. Being financially intimate means being able to share your thoughts and feelings about money openly and honestly with your partner. But when one person is dependent on the other, or you don't share common goals, or don't feel comfortable talking about money, the dynamic changes and it affects every aspect of the relationship. By uncovering your attachment style you can understand why you think and act the way you do in relationships. In this episode, Certified Financial Therapist, Financial Planner, and founder of Healthy Love and Money, Ed Coambs discusses the importance of understanding your attachment style in a relationship. We take a look at what attachment styles are, why they matter in relationships, and how you can identify yours to become more self-aware and build a healthier long-term partnership. To cultivate more financial intimacy and joy in your relationship and your finances, visit healthyloveandmoney.com and identify your attachment style. Loved this episode? Leave us a review and rating here: https://lovethepodcast.com/MYSA To learn more about your money story visit: https://go2.money/quiz
Today we're diving deep into the complicated relationship between financial health and mental health. Leading us in this conversation is Marsha Barnes, Certified Financial Therapist and Certified Financial Social Worker and founder of The Finance Bar. Follow MarshaThe Finance Bar Instagram: @thefinancebarFacebook: @TheFinanceBar or facebook.com/TheFinanceBarTwitter: @thefinancebar Follow Allison on Instagram! @inspiredbudget Read the full show notes here on the blog! Take my FREE class on How to Budget to Build wealth!
Join JB and Chad and their guests, Ed and Ann Coambs. Our guests have been on a mission to help couple's gain a better understanding of their financial health. This is a must listen for everyone! We hope anyone and everyone can gain some better insight into their relationship with money and how to improve it over time for the benefit of a spouse, dental partner or themselves.Ed Loves helping couples foster financial intimacy. He is an award winning author, internationally recognized thought leader in financial therapy who has been cited by the Wall Street Journal, the Associated Press, Time, and CNBC. He leads couples through therapy from financial despair and frustration into financial intimacy and connection using the latest in love and brain science. He earned master's degrees in business, counseling and financial planning. He is a licensed marriage and family therapist, CERTIFIED FINANCIAL PLANNER™, and Certified Financial Therapist™. Ed is the founder of HealthyLoveandMoney.com an organization on a mission to help couples foster financial intimacy through learning, healing, and growing. He offers books, courses, blogs, and podcasts through this website, all aimed at helping couples understand where their relationship and money challenges come from and then what they can do to change it. Ed will be joined by his wife, Ann, who is a dentist in the Charlotte area. She knows first hand the financial challenges of marriage and practice ownership.
Tune in to hear: - As one of the founders of the discipline of financial therapy, what light can Dr. Archuleta shed on the origin story of this unique discipline?- What are the lines of demarcation between financial planning, financial therapy and traditional therapy? Should financial planners look to make referrals, when necessary, for financial therapists or is this a largely academic discipline?- What's a concrete example of a concern that is out of the scope of a traditional financial advisor's practice but not necessarily appropriate for a psychologist either?- What is solution-focused therapy and why did Dr. Archuleta find it to be particularly instrumental in a study she was doing?- How can we encourage people to be a little more thoughtful about their goal setting process?- What is “fuzzy trace theory” and what is its relationship to risk tolerance?https://www.linkedin.com/in/kristy-archuleta-ph-d-lmft-cft-i-tm-273a5722Compliance Code: 1047-OAS-6/15/2022
In this episode, I sit down with Ed Coambs, a Certified Financial Therapist and author of The Healthy Love & Money book. Ed has experience working with intimate couples on how to deal with financial challenges and hurdles in their personal life. We discuss how to approach money conversations with a romantic partner as well as a business partner. Ed works with a lot of entrepreneurs and we chat about how fitness entrepreneurs can involve their significant others in the money conversation. Stay tuned until the end where we discuss online fitness coaches building enterprise value in their businesses. Ed Coambs on Instagram The Healthy Love & Money Book The Couples Guide to Financial Intimacy Course -- DM me on Instagram! Assist FP Website ---- Sign up for The Assist, a monthly newsletter for online fitness coaches & fitness entrepreneurs.
In this episode, we're talking about understanding your money story on your journey towards financial freedom. How do you relate with money? What are your beliefs about money? It's important to understand your money story because it's either hindering or supporting what you desire financially. Listen as my guest Magdala Adeleke shares her journey and why understanding your money story is the key to financial freedom and peace. Learn how you can begin the process of unpacking your own money story. About My Guest: Magdala Adeleke is a Certified Financial Therapist -1 ™ and owner of Financial TheraPeace LLC, a holistic financial coaching company. She's a former banker and financial management professional with an educational background in psychology. Magdala now incorporates therapeutic tools into financial planning to help her clients process their complex emotions around money and uncover the root of their financial behaviors in order to transform their relationship with money and build sustainable wealth for generations. Her mission is to empower women and couples to achieve a positive relationship with money, achieve financial freedom, and have purposeful lives. Connect with Magdala Adeleke: Website: https://www.financialtherapeace.com/ Instagram: https://www.instagram.com/financialtherapeace/
Today, we're diving into the money psychology that impacts the way we spend and save—and I'll give you the framework for an epic change to the way we think about spending and investing for today and the future. We'll also hear from Adam Day, a Certified Financial Planner who happens to be a Level 1 Certified Financial Therapist, about ways you can start to unearth the money stories driving your behavior. Self-awareness is key, no? Here are some of the free resources we mentioned in the episode: Future Self-Continuity and Its Impact On Financial Planning (kitces.com) Money Motivator - Start (wqcorp.com) Klontz Money Scripts Test (bradklontz.com) FOLLOW ALONG Money with Katie Blog Money with Katie Instagram Money with Katie Twitter Sign up for the Newsletter! FULL EPISODE TRANSCRIPTS AT HTTPS://PODCAST.MONEYWITHKATIE.COM
Ed Coambs MBA, MA, MS, CFP®, CFT-I™, is an internationally recognized thought leader in financial therapy who has been cited by the Wall Street Journal, the Associated Press, Time, and CNBC. He leads couples through therapy from financial despair and frustration into financial intimacy and connection using the latest in love and brain science. He earned master's degrees in business, counseling, and financial planning. He is a licensed marriage and family therapist, CERTIFIED FINANCIAL PLANNER™, Certified Financial Therapist™. Ed is the founder of HealthyLoveandMoney.com an organization on a mission to help couples transform their relationship through learning, healing, and growing. He offers books, courses, blogs, and podcasts through this website, all aimed at helping couples understand where their relationship and money challenges come from and then what they can do to change it. In this episode of Rich by Intention, you'll learn: His journey from firefighter to a financial advisor to financial therapist What are the signs of financial infidelity How to overcome financial infidelity The tools to a healthy marriage Connect with Ed Coambs: Instagram: https://www.instagram.com/healthyloveandmoney Connect with us: Instagram: @richbyintention Twitter: @richbyintention Get our FREE cheat sheet to get on the same page about money with your partner, Click Here.
Nathan Astle is founder of Relational Money, an organization that specializes in helping people deal with issues related to their emotional difficulties with money, as well as helping couples experiencing financial conflict. He is a licensed Marriage and Family Therapist, as well as a Certified Financial Therapist. Nathan is a member of the board of directors of the Financial Therapy Association, and has been featured on CNBC and USA Today. He explains the role of a Certified Financial Therapist, and educates listeners on how to regain power over their lives after a financially abusive relationship. He also shares a resource to help listeners regulate their emotions, particularly around money. Money has different meanings for different people: it can be a necessary evil that enables them to live the life they want, a representation of security and safety, and a way to assert dominance and influence over a person. The way you were raised has a significant impact on the way you experience money. How your parents treated wealth and wealthy people, the explicit messages you were taught about money, and what went unsaid, all played a part in shaping your perception of money. Emotional regulation becomes a challenge when people are going through traumatic experiences, because they often respond to situations in ways that best guarantee their survival. Focusing on your senses can help you control your emotions. When you feel yourself slipping, pay attention to the texture of something near you; it's a helpful tool for recentering yourself in the moment. Resources Nathan Astle on LinkedIn Stacy Francis on LinkedIn | Twitter Email: stacy@francisfinancial.com FrancisFinancial.com Reach out to receive a complimentary consultation! Contact Francis Financial at +212-374-9008 or visit Francis Financial today!
Ed Coambs is an internationally recognized thought leader in financial therapy who has been cited by the Wall Street Journal, the Associated Press, Time, and CNBC. He leads couples through therapy from financial despair and frustration into financial intimacy and connection using the latest in love and brain science. He earned master's degrees in business, counseling and financial planning. He is a licensed marriage and family therapist, CFP and Certified Financial Therapist.. Learn more about Ed, his course and book, The Healthy Love and Money Way at www.healthyloveandmoney.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
Today, we're having a conversation with Ed Coambs. He is a financial therapist and also the author of "The Healthy Love & Money Way". We're talking about attachment styles and how they impact your financial well-being. And, Ed is the perfect guy to introduce us to what that is all about and how it could be affecting your relationships both in your intimate relationships as well as partner, family, you name it. Enjoy... Edward Coambs is one of only 50 financial therapists in the U.S. Internationally recognized thought leader in financial therapy. Cited by the Wall Street Journal, the Associated Press, Time, and CNBC. Master's degrees in business, counseling, and financial planning and is a licensed marriage and family therapist, certified financial planner, and Certified Financial Therapist. Working as a financial advisor he realized that financial plans, budgets, investments, and wealth management isn't enough without addressing the deeper psychological aspects of the person. Without it, people still made the same poor decisions. To change lives and empower his clients they needed to address their core beliefs about money. He helps couples feel like a “team” when it comes to their relationship and their finances. He shared these insightful notes: "It's the same thing with our attachment systems, right? It has all these moving pieces. We know there are predictable ways that it can become injured or impaired. But we also know that humans are wired towards restoring health. As part of our survival, to what our body wants to move towards health. We just have to create the right environment for that. And that's where the coaching that you do, the therapy that I provide, one of the foundational pieces is safety and acceptance, right? That non-judgemental stance creates a psychological space of safety to really look at what's going on. And what happens in our financial life is we often are perceiving this psychological or physical space of safety, to be honest with what we're really feeling and have a reasonable expectation that someone is actually going to understand what's going on..." Learn more about Edward: linkedin.com/in/healthyloveandmoney healthyloveandmoney.com/
Do you have a case of frugality syndrome? Many of us are so used to saving and living frugally that we have a hard time pivoting from the accumulation stage of retirement planning into the distribution stage. A recent retirement headline from Advisor Perspectives titled Overcoming the Frugality Syndrome caught my eye. This article discusses the difficulty that some retirees have in switching from saving to spending. I wanted to share this with you all since so many of you are diligent savers. After the retirement headlines, we move on to our listener questions segment. Wendell is concerned about having all his eggs in one custodian's basket and Stella would like to learn about rolling a 401K into a Vanguard target-date fund. Outline of This Episode [1:22] What is frugality syndrome? [4:18] 3 tips for overcoming frugality [8:55] A question about target-date funds [14:49] Should you consolidate accounts into one financial firm? Can too much frugality be a bad thing? Rick Kahler at Advisor Perspectives recently wrote an article about the problems that can arise from too much frugality. He uses one particular example to make his point: the FI/RE movement. FI/RE stands for financial independence/retire early and those that try to achieve this goal often do so by becoming exceedingly frugal. Many of you have been amazing savers over the years which is why you are on track to achieve your retirement goals. However, while your frugality can help you achieve your retirement goals, a long-term focus on constantly saving can make it hard to stop being thrifty and start spending. Over the long-term, frugality becomes a habit and thriftiness becomes ingrained in one's being. This mindset makes the act of switching to the distribution stage of retirement a challenge for many people. Rick offers 3 tips on shifting gears from accumulation to decumulation. 3 ways to shift gears from accumulation mode to distribution mode Recognize that frugality syndrome is normal. First, it is important to congratulate yourself on your financial achievement. Once you do so, then you can give yourself the grace and understanding that the transition from saving to spending will be a challenge. Create a spending plan. A spending plan with set limits can help you overcome any anxiety that you may feel about overspending your carefully saved money. This will also help to ensure that your money will last and that you aren't squandering away your financial future. Get a financial checkup. Consider consulting a fiduciary financial planner a year or so before your target retirement date. You may also look into seeing a Certified Financial Therapist or Certified Financial Transitionist. These financial professionals can help prepare you for the mindset shift that comes with this monumental life change. Creating a retirement plan can help you spend confidently Don't think of frugality as a light switch that you can turn on and off. It will end up being a mindset that you have to ease out of. Early planning can help with the emotional aspects of shifting your financial mindset. Creating a thorough retirement plan can help you to spend confidently. I like to set retirement guardrails that help to safeguard a person from market risk. These set limits protect against sequence of return risk as well as helping with one's financial mindset. Resources & People Mentioned Advisor Perspectives article Episode 94 - Set It and Forget It Connect with Benjamin Brandt Get the Retire-Ready Toolkit: http://retirementstartstodayradio.com/ Follow Ben on Twitter: https://twitter.com/retiremeasap Subscribe to the newsletter: https://retirementstartstodayradio.com/newsletter Subscribe to Retirement Starts Today on Apple Podcasts, Stitcher, TuneIn, Podbean, Player FM, iHeart, or Spotify
The Financial Therapy Podcast - It's Not Just About The Money
IFS Informed Financial Therapy is a powerful mechanism for change. Becoming certified in IFS Therapy is accessible to every Certified Financial Therapist, even if they don't have a graduate degree specifically in mental health counseling. IFS certification, which is a lengthy and intense process, gives the Certified Financial Therapist an evidence-based model of therapy that can enhance the financial therapy process.
Everything in divorce is emotional. And when it comes to money, behavioral finance plays a key role. We have the pleasure of having an exclusive conversation with Eben Burr, the Managing Director at Toews. He is also a lecturer and coach of applied behavioral finance as part of the Toews Managing Investor Behavior™ program. He will describe in detail how women going through a divorce can use behavioral finance to their advantage. Eben has a vast knowledge of finance and used to consult for private equity and high net worth individuals in New York City. He is currently pursuing a graduate certificate to become a Certified Financial Therapist, expanding his experience to learn to train professionals who want to improve clients' financial health by integrating relational, behavioral, cognitive, and emotional elements with personal finance.
Simple tips from a Certified Financial Therapist for dealing with the mental and emotional aspect of isolation and crisis so that it doesn't effect your finances. It's very easy to make bad financial decisions while we are stressed so if we can identify when that happens, we can make better decisions. Derek Hagen is the founder of Money Health Solutions, a financial therapy and consulting firm helping clients develop a healthy relationship with money and live with money mindfulness. Newsletter Signup: www.MoneyHealthSolutions.com/newsletter Money Health Solutions: www.MoneyHealthSolutions.com Money Health Blog: www.MoneyHealthSolutions.com/money-health-blog Instagram: www.Instagram.com/MoneyPsychology YouTube: www.YouTube.com/channel/UCzxa3kSIepfQAeZz9cbA-tA Facebook: www.Facebook.com/MoneyHealthSolutionsLLC Resources mentioned: FREE 5 Day Cutting Expenses Challenge Atomic Habits by James Clear (affiliate link) https://amzn.to/2RK200Z Tiny Habits by BJ Fogg (affiliate link) https://amzn.to/3a9RMxm Special Guest: Derek Hagan.
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