Podcasts about financial therapy

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Best podcasts about financial therapy

Latest podcast episodes about financial therapy

No BS Wealth
Guilt vs Shame: Why Your Brain Picks the Worst Path | Roundtable Ep. 1

No BS Wealth

Play Episode Listen Later Jun 17, 2026 66:31 Transcription Available


Welcome to the very first NoBS Wealth® Roundtable, and we came out swinging. No softball intro topic. We went straight at the thing most people will never say out loud: the shame, the guilt, and the freeze that show up every time money gets hard. I brought four people who actually live in this work every day. Ashley Quamme and Rachel Duncan, both financial therapists. Tessa Santarpia, who works on the nervous system side of all this. And Kristina Hall, marketer, business owner, and the person keeping me honest. Watch it on YouTube here: https://youtu.be/tC04eXprje4Here's the truth nobody tells you. Guilt and shame are not the same thing, and that difference changes everything. Guilt says "I made a bad choice." Shame says "I am a bad person." One you can work with. The other one keeps you stuck for years. We break down why your brain defaults to the worst possible story, why financial trauma is a real thing that deserves to be treated, and why comparing your insides to everyone else's outsides is a losing game every single time.Then we got into the freeze. It's 2026. Tariffs, wars, student loans restarting, businesses failing, headlines designed to keep you scared. A lot of you are responding by shutting down, Uber Eats-ing your life, and not moving at all. We talk about what to actually do when the world feels too heavy to function. Shrinking your time horizon. Looking for the glimmers. Treating your hobbies like the got-to-haves they are. And the single budget line item I put in every plan that gives you permission to spend on yourself without the guilt.The last topic hit closest to home. First gen wealth guilt. Four women who are my exact clientele, business owners carrying not just their own pressure but generations of it. Ashley on having no model for the life she wanted. Rachel on being a cycle breaker who's still uncomfortable with her own wealth. Kristina on her mom asking "did you find a job yet?" for four years straight. If you're building something nobody in your family built, this part is for you. Tessa's work on all of this lives at https://santaia.health/, and every panelist's full bio is on the Collective at nobswealth.com.If you heard something for yourself, take the step. If you heard it for someone else, send it to them. That's the whole point.Hosted by Stoy Hall, CFP®.If this hit home, drop a comment. Tell me where you're feeling it most. I read every single one.New episodes every week on Spotify, Apple Podcasts, and YouTube. Subscribe so you never miss a real conversation.

Women & Money: The Shit We Don't Talk About!
Release the Emotions Driving Your Financial Decisions with Bari Tessler

Women & Money: The Shit We Don't Talk About!

Play Episode Listen Later Jun 12, 2026 50:31 Transcription Available


Send us Fan MailThis week we're sitting down with Bari Tessler, a Financial Therapist and a pioneer in the Financial Therapy field. She has a Masters degree in Somatic Psychology from Naropa University, 1998. She then ran a bookkeeping business for therapists and artists. In 2001, she merged all her training and created a somatic-based Financial Therapy methodology that she has been teaching for 24 years. She is also the founder of The Art of Money, a financial therapy program and a Mentor Program for therapists, coaches and financial professionals.Bari breaks down why 90% of our money decisions are based on emotions, not logic, and what to actually do about it. She shares her signature Body Check-In tool, why couples fight about money even when everything else is great, and how to start having real money conversations with your partner without it turning into World War III at the kitchen table.Bari's reminder is that the way you were raised to think about money shapes every financial decision you make today. Join us for next week's Money Talks, we're digging into money stories, emotional patterns around spending and saving, and how to rewrite the ones that aren't working for you. Click here to register for FREE and bring your questions!  Follow & connect with Bari Tessler:WebsiteInstagram LinkedIn Facebook Want to take this conversation one step further? Join us for our next Money Talks, a free 30 minute live session where we'll dig into a question we hear all the time from women business owners: Budgeting for Businesses to Offer Benefits. Click here to register for FREE and bring your questions! Follow & connect with us!Website Facebook PageFacebook groupInstagramTikTokLinkedInYouTubeReddit ResourcesHave questions? Click this to check out our expert Q&A for tips from industry experts, tailored to help women address their most common financial concerns. Subscribe to our newsletter to receive financial tips delivered weekly here!...

The Broken Brain™
Financial Therapy, with Erika Rasure

The Broken Brain™

Play Episode Listen Later Jun 5, 2026 49:33


What is Financial Therapy? Dr Erika Rasure is here to tell us about it. Many sources of financial advice neglect the emotional/psychological components of money troubles. She shares how fear, self-perception, hope, and the lack of or presence of security interact with finding financial solutions, and some tips to face those issues.  Learn more about Erika's work at www.beyondfinance.com, and check out the Financial Therapy Association, www.financialtherapyassociation.org  The highlighted nonprofit this month is Prism United, local charity in Alabama focused on mental health, healthy development, and parental education for LGBTQ+ youth. Go to www.prismunited.org to learn more and support their work. 

lgbtq alabama financial therapy financial therapy association
Reflections on Generosity
150: Developing Discipline - Inviting Donors

Reflections on Generosity

Play Episode Listen Later Jun 1, 2026 5:02 Transcription Available


"..Consistent with social learning theory, individuals tend to carry beliefs about money and money skills learned in childhood into their adult lives..."This week, I'm reading selected quotes from Money Beliefs and Financial Behaviors by Bradley Klontz, Sonya Britt, and Jennifer Mentzer, published in 2011.Reflection Question:Which money script have you been operating in and how might you develop a new discipline?Reflection on Quote:An experienced campaign volunteer once told me that a capital campaign is like riding a wild, unbroken stallion without a saddle.  I've contemplated those words often as I coach clients.  When faced with an unruly stallion, we can either let the stallion take control or we can develop the discipline to work with him. The same applies to capital campaigns.  We can let the capital campaign spin out of control or we can develop discipline for the crucial elements of the campaign.  So, this month, we are starting a series on developing that discipline.  The first discipline we develop is becoming comfortable with inviting donors by unpacking our own beliefs around money before discussing generosity with them. During a capital campaign, these money scripts can allow the wild stallion to take over.  Those with money avoidance scripts can struggle with even inviting a potential donor to find out more information about the project. Those with money worship scripts tend to engage in magical thinking around one major donor that will complete the campaign without engaging a broader base.  Those with money status scripts can find crossing wealth classes intimidating when building a relationship with a more wealthy donor, and then approach that donor apologetically without confidence in the project.  Those with money vigilance scripts may find capital campaign work too all-consuming and focus on tasks that don't move the campaign forward.  The good news is that, in my experience, once we recognizes our own money scripts, we can develop new disciplines in discussing generosity.Copyright: Klontz, B., Britt, S. L., Mentzer, J., & Klontz, T. (2011). Money Beliefs and Financial Behaviors: Development of the Klontz Money Script Inventory. Journal of Financial Therapy, 2 (1)What do you think? Send me a text. To explore small town capital campaign coaching deeper and to schedule an free explore coaching call, visit ServingNonprofits.com.Music credit: Woeisuhmebop

No BS Wealth
35,000 Decisions a Day Is Wrecking Your Judgment | Dr. Preston Cherry

No BS Wealth

Play Episode Listen Later May 20, 2026 35:04 Transcription Available


Tax season's over. Kids getting out of school. Tariffs, war, graduations, business cycles, household pressure, all hitting at the same damn time. You're tired. You're stretched thin. And you can't figure out why more money isn't quieting the noise in your head.Dr. Preston Cherry is back in the booth, and we went where most people won't go. Financial wellness and mental wellness are not separate conversations. They're the same one. You can't out-earn the inner work. You can't out-hustle the self-audit you've been ducking. And the gap between knowing what to do and actually doing it? That gap is you.We get into the honest self-audit (admit, acknowledge, act), the 35,000 decisions you're making every single day, and why your capacity is the most valuable currency you own. Across every income bracket, 32% of Americans think their finances will worsen in 2026. Highest pessimism Bankrate has clocked since 2018. That's not whining. That's the moment we're living in.Dr. Cherry drops one of the most important reframes in the episode: wealth funds wellbeing. Life and money alignment gives you money assignments. Translation, until you do the work to know what you actually value, no amount of income is going to fix what's broken on the inside. It'll just magnify it. More money doesn't solve the problem, but it does fund the solution if you've already done the audit.If you're a first-gen wealth builder, a business owner running on no sleep, or just someone exhausted from carrying decisions nobody else sees, this one is for you. Drill deep, not wide. Stop splitting your capacity across 14 directions. Start with the person in the mirror.If this hit home, drop a comment. Tell me where you're feeling it most. I read every single one.New episodes every week on Spotify, Apple Podcasts, and YouTube. Subscribe so you never miss a real conversation.

Ab 21 - Deutschlandfunk Nova
Cash und Liebe - Wie geht Beziehung mit unterschiedlich viel Geld?

Ab 21 - Deutschlandfunk Nova

Play Episode Listen Later May 4, 2026 20:01


Arm und reich treffen manchmal in Beziehungen direkt aufeinander: Selbst, wenn Unterschiede beim Vermögen eher geringfügig sind, können sie für grundsätzlichen Streit sorgen. Fred kennt das Problem. Und eine Paartherapeutin hat Lösungsansätze.**********Ihr hört: Gesprächspartnerin: Fred, hat in ihrer vergangenen Beziehung deutlich weniger Geld gehabt als ihr Ex Gesprächspartnerin: Mashaal Omary, systemische Paartherapeutin Autor und Host: Przemek Żuk Redaktion: Friederike Seeger, Milan Procyk, Ivy Nortey Produktion: Frank Klein**********Quellen:LeBaron-Black, A. B., Saxey, M. T., Driggs, T. M., & Curran, M. A. (2023). From Piggy Banks to Significant Others: Associations Between Financial Socialization and Romantic Relationship Flourishing in Emerging Adulthood. Journal of Family Issues, 44(5), 1301-1320.Peetz, J., Meloff, Z. & Royle, C. (2023). When couples fight about money, what do they fight about?. Journal of Social and Personal Relationships, 40(11), 3723-3751.Saxey, M. T., LeBaron-Black, A. B., & Curran, M. A. (2022). The Sooner, the Better? Couples' First Financial Discussion, Relationship Quality, and Financial Conflict in Emerging Adulthood. Journal of Financial Therapy, 13(1) 2.Financial Stress. J Fam Econ Iss 46, 973–984 (2025).**********Mehr zum Thema bei Deutschlandfunk Nova:Geld: Einen besseren Umgang kann man lernenBroke als Status: Warum tun wir so, als hätten wir kein Geld?Geld anlegen: Weshalb uns Finanzthemen oft überfordern**********Den Artikel zum Stück findet ihr hier.**********Ihr könnt uns auch auf diesen Kanälen folgen: TikTok und Instagram .**********Meldet euch!Ihr könnt das Team von Facts & Feelings über Whatsapp erreichen.Uns interessiert: Was beschäftigt euch? Habt ihr ein Thema, über das wir unbedingt in der Sendung und im Podcast sprechen sollen?Schickt uns eine Sprachnachricht oder schreibt uns per 0160-91360852 oder an factsundfeelings@deutschlandradio.de.Wichtig: Wenn ihr diese Nummer speichert und uns eine Nachricht schickt, akzeptiert ihr unsere Regeln zum Datenschutz und bei Whatsapp die Datenschutzrichtlinien von Whatsapp.

Winning Business Radio
Erika Wasserman, Your Financial Therapist - Certified Financial Therapist (CFT)

Winning Business Radio

Play Episode Listen Later May 4, 2026 51:20 Transcription Available


Erika Wasserman is a dynamic force in the world of financial transformation. With a finance degree from the Univ of Florida, a grad certificate in Financial Therapy from Kansas State and ten years at IBM, she brings a unique mix of corporate savvy and innovative thinking to financial wellness.Erika is the author of Conversations with Your Financial Therapist: Stories and Scripts to Grow Your Financial Mindset, reflecting her passion for making money talk both accessible and transformative.Winning Business Radio is broadcast live Mondays at 4PM ET and Music on W4CY Radio (www.w4cy.com) part of Talk 4 Radio (www.talk4radio.com) on the Talk 4 Media Network (www.talk4media.com). Winning Business Radio is viewed on Talk 4 TV (www.talk4tv.com).Winning Business Radio Podcast is also available on Talk 4 Media (www.talk4media.com), Talk 4 Podcasting (www.talk4podcasting.com), iHeartRadio, Amazon Music, Pandora, Spotify, Audible, and over 100 other podcast outlets.Become a supporter of this podcast: https://www.spreaker.com/podcast/winning-business-radio--3075598/support.

Right Up My Podcast
RUMP Rewind – Ep.50 - Money & the Mind: Understanding unhealthy behaviours | Lindsay Bryan-Podvin

Right Up My Podcast

Play Episode Listen Later Apr 30, 2026 66:11


It's an old fav, new intro! We talk to Financial Therapist, Lindsay Bryan-Podvin, about why our psychological relationship with money can be so complicated. Lindsay unpacks the relationship between our finances and our minds, from resetting core beliefs, to understanding what underpins unhealthy spending behaviours.She sets Gwen and Kate the challenge to better understand the different emotions associated with their finances, from pay day to that take away coffee that you just can't live without... or can you. Lindsey holds a Masters in social work, and is trained in financial therapy and financial social work. You can find out more about  her work (plus take the free quiz) at: https://www.mindmoneybalance.com/Check out her book, The Financial Anxiety Solution, hereThis interview is not intended to provide financial support in times of crisis. However do please check out the following UK organisations that provide advice and support:The Money CharityTurn 2 UsCitizens AdviceFind out more!For all RUMP info in one place: visit our linkt.reeGet a shout-out:Want a mention on the next RUMPette? Tell us your feedback or what you do to make yourself feel good: rightupmypodcast@gmail.comSupport RUMP: If you enjoy the podcast, please subscribe, share with your friends and leave a review. It takes less than 60 seconds and really makes a difference in helping people discover the podcast. Thank you!Join the RUMP Club! Support the team and access exclusive content from as little as £3 p/month at: Right Up My Podcast | PatreonOr, if you'd like to make a one-off donation, you can buy us a virtual coffee from Buy Me a Coffee!Be social with us:Instagram      Facebook     TikTokThank you to our team:Music – Andrew GrimesArtwork – Erica Frances GeorgeSocial Media – Kate BallsRUMPette Voiceover – Dave Jones

Money with Mission Podcast
What's Keeping You From Being at Peace With Money with Carrie Friedberg

Money with Mission Podcast

Play Episode Listen Later Apr 1, 2026 48:01


Money isn't just numbers. It's emotion, identity, and the stories we carry without realizing it.   In this episode, Dr. Felecia Froe sits down with financial coach and author Carrie Friedberg to unpack what's really behind financial stress, even for high-achieving women who "should" have it figured out. Carrie shares her personal journey from overwhelming debt and shame to becoming a financial coach who helps others build clarity, confidence, and peace with money.   This conversation goes beyond budgeting. It explores the emotional weight of money, the difference between financial therapy and coaching, and why so many women avoid looking at their numbers even when they're earning well. If you've ever felt anxious, behind, or unsure about your financial situation, this episode will help you understand why and show you a path forward.    00:00 – Carrie's Money Story and Early Patterns 08:24 – When Debt, Shame, and Avoidance Take Over 15:12 – Financial Therapy vs Financial Coaching 22:56 – Building Awareness and Breaking the Cycle 30:13 – Why High Earners Still Feel Financially Stuck 38:32 – Creating Peace, Support, and a New Relationship With Money  

Money with Mission Podcast
What's Keeping You From Being at Peace With Money with Carrie Friedberg

Money with Mission Podcast

Play Episode Listen Later Apr 1, 2026 48:01


Money isn't just numbers. It's emotion, identity, and the stories we carry without realizing it.   In this episode, Dr. Felecia Froe sits down with financial coach and author Carrie Friedberg to unpack what's really behind financial stress, even for high-achieving women who "should" have it figured out. Carrie shares her personal journey from overwhelming debt and shame to becoming a financial coach who helps others build clarity, confidence, and peace with money.   This conversation goes beyond budgeting. It explores the emotional weight of money, the difference between financial therapy and coaching, and why so many women avoid looking at their numbers even when they're earning well. If you've ever felt anxious, behind, or unsure about your financial situation, this episode will help you understand why and show you a path forward.    00:00 – Carrie's Money Story and Early Patterns 08:24 – When Debt, Shame, and Avoidance Take Over 15:12 – Financial Therapy vs Financial Coaching 22:56 – Building Awareness and Breaking the Cycle 30:13 – Why High Earners Still Feel Financially Stuck 38:32 – Creating Peace, Support, and a New Relationship With Money  

The Financial Therapy Podcast - It's Not Just About The Money
#220 The Hard Truth Khara Croswaite Shares About Financial Therapy

The Financial Therapy Podcast - It's Not Just About The Money

Play Episode Listen Later Mar 31, 2026 31:11


Financial therapy isn't about having the right tools—it's about having the courage to face your own money story first. In this conversation, Khara Croswaite speaks candidly about burnout, money avoidance, and the quiet damage that can happen when helpers skip their own inner work. Through her path from mental health therapy to financial therapy, a hard truth emerges: we can't ethically ask clients to go places we refuse to go ourselves. Rick reflects on why vulnerability—not polish or credentials—is what builds trust, why so many therapists struggle with money in silence, and how financial therapy often becomes a second career precisely because it demands depth, humility, and lived experience. #FinancialTherapy #FinancialLifePlanning #MoneyPsychology #BehavioralFinance #HumanFirst #BeyondTheNumbers #InnerWork #MoneyStory #MoneyWounds #EmotionalMoney #EthicalPractice #DoYourOwnWork #SelfLeadership #InternalFamilySystems #IFS #PartsWork #SystemsThinking #FamilySystems #IntegrativePsychology #PersonalDevelopment #SelfAwareness #InnerClarity #EmotionalAwareness #HealingJourney #SelfDiscovery #FutureOfFinance #ProfessionalDevelopment #FinancialProfessionals #TherapistsOfInstagram #SecondCareer #PurposeDrivenWork #DeepListening #ClientCentered #MoneyAndRelationships #RelationshipPatterns #TrustBuilding #TransformationalConversations #BurnoutRecovery #TherapistBurnout #MoneyAvoidance #VulnerabilityInLeadership #AuthenticConversations #RealTalk #DeepConversations #ThoughtLeadership #HumanCentered #LivedExperience #FinancialWellbeing A podcast that blends the nuts and bolts of financial advice with the emotions that drive our money decisions. Join Rick Kahler, CFP®, CFT™, as he blends practical financial wisdom with the emotional insights that shape our choices. Discover how financial therapy can help you make money decisions that truly align with your values.. 

AuDHD Flourishing
136 Financial Therapy with Christine Hargrove

AuDHD Flourishing

Play Episode Listen Later Mar 28, 2026 33:24


Thanks again to Hyperfocus with Rae Jacobson for sharing this interview with financial therapist Christine Hargrove. She shares ADHD-focused advice that is useful for AuDHD folks as well! And the next two weeks will touch on other financial topics from this foundation.I especially love the line, "The best budget is one you can follow on your worst day" Learn more about Hyperfocus with Rae Jacobson here! AuDHD Flourishing resources:Transcript Doc (often a few weeks behind, but we do catch up!)Mattia's NewsletterLike Your Brain community space (Patreon/Discord) Hosted on Acast. See acast.com/privacy for more information.

No BS Wealth
Think Feel Do: Fix Your Money Mind w/ Ashley Quamme

No BS Wealth

Play Episode Listen Later Mar 4, 2026 36:08 Transcription Available


You know that pit in your stomach when you open your bank account late at night? That moment where the numbers load and your heart rate spikes before you even see anything? That is not a math problem. That is a mental and emotional one. And if you have been avoiding your finances, snapping at your partner when the Amazon package shows up, or telling yourself you will deal with it tomorrow, this episode is for you.Stoy sits down with Ashley Quamme, therapist and founder of a practice built on helping people understand the intersection of their mental and emotional world and their financial reality. What comes out of this conversation is raw, honest, and something a lot of financial content will never touch. Money has meaning. It is tied to your identity, your security, your freedom, and your sense of whether or not you are going to be okay. When you ignore that layer, no budget in the world is going to stick.Ashley breaks down a simple three-word framework called Think, Feel, Do. It comes from the therapeutic space and it creates a map of what is actually going on inside you when financial stress hits. Not just what you did, but what you were thinking, what you were feeling, and what that drove you to do. She walks through how to actually use it, why you need to physically write it out, and why doing it while you are emotionally ramped up is one of the biggest mistakes people make.They also get into business ownership anxiety, the noise versus truth conversation around structure and emotional capacity, why men in particular resist this kind of work, and why Stoy believes your mental and physical health are the most important investment you will ever make. Way before stocks. Way before mutual funds.Watch the full episode on YouTube here: https://youtu.be/qUv3gbe9NSYIf you have been white-knuckling your way through your finances and wondering why nothing is sticking, this is the episode. Think. Feel. Do. Start there.As always we ask you to comment, DM, whatever it takes to have a conversation to help you take the next step in your journey, reach out on any platform!Twitter, FaceBook, Instagram, Tiktok, LinkedinDISCLOSURE: Awards and rankings by third parties are not indicative of future performance or client investment success. Past performance does not guarantee future results. All investment strategies carry profit/loss potential and cannot eliminate investment risks. Information discussed may not reflect current positions/recommendations. While believed accurate, Black Mammoth does not guarantee information accuracy. This broadcast is not a solicitation for securities transactions or personalized investment advice. Tax/estate planning information is general - consult professionals for specific situations. Full disclosures at www.blackmammoth.com.

PiZetta Media: Podcast with a Cause
From PMDD to Financial Therapy: Rewriting the Story of Self-Worth

PiZetta Media: Podcast with a Cause

Play Episode Listen Later Feb 19, 2026 15:21


As a teenager, Kiki Jacobson silently battled depression, confused by deep hopelessness despite a loving childhood and no clear reason for her pain. Medication didn't help, and without open conversations around mental health, she carried the weight alone—until years later, when discovering she had premenstrual dysphoric disorder (PMDD) gave her clarity, language, and self-compassion. That understanding reshaped her life and inspired her to become the therapist she once needed. Today, Kiki specializes in the powerful connection between finances and mental health, helping clients unpack how money represents safety, identity, and self-worth. Through a trauma-informed approach rooted in safety and choice, she guides people from shame and avoidance to empowerment—proving confidence isn't about having it all figured out, but about believing, “I can face this.”

The Chronic Illness Therapist
Ep 114: When Money Stress Meets Chronic Illness: What Financial Therapy Actually Is with Megan Stevenson LCSW, CFSW

The Chronic Illness Therapist

Play Episode Listen Later Feb 6, 2026 44:27


No BS Wealth
12 Days of Giving Day 7: You're Not Broken: Why ‘Normal' Couples Still Fight About Money

No BS Wealth

Play Episode Listen Later Dec 18, 2025 21:55 Transcription Available


Most couples think they're “broken” because they argue about money. The truth? You're probably more normal than you realize—you've just never been taught how to talk about money without going to war.In this 12 Days of Giving episode, I sit back down with financial therapist Ashley Quamme to walk through a real couple we'll call Mark and Mary—late 30s, three kids, decent income, solid marriage… until money comes up. He's the anxious saver, constantly bracing for the layoff that may never come. She's the practical spender who wants to make memories with their kids and not live like everything is on fire. The money isn't the problem. Their stories about money are. ashley-2-2025Ashley takes us into their backstory: Mark's single-mom, count-every-penny upbringing and Mary's “we're fine, we don't talk about money much” childhood. We break down how those early money memories hijack their adult arguments—why he feels panicked when they're not maxing accounts, and why she feels controlled and judged when he questions holiday spending. None of this is “just numbers.” This is nervous systems, fear, and unspoken expectations running the show.Then we get into the actual work: how Ashley helped them stop avoiding each other, set up structured money dates, and build rules of engagement so they're not trying to solve their financial life at 9:30 p.m. half-asleep and pissed off. We talk about what to do when you hit a stalemate, why “we'll talk about it later” usually means “never,” and how they finally landed on a savings target that calmed his anxiety without killing all joy for her.This is not some dramatic, on-the-brink-of-divorce situation. This is a normal couple that refused to settle for “fine” and chose to do the work before things blew up. If you and your partner are mostly good—but money convos feel tense, defensive, or like the same fight on repeat—this episode is your mirror and your playbook.

The Financial Therapy Podcast - It's Not Just About The Money
#212 -- The Financial Therapy Spectrum—Find Your Fit

The Financial Therapy Podcast - It's Not Just About The Money

Play Episode Listen Later Dec 16, 2025 29:28


Here's a fresh way to choose the right “money-and-meaning” help: this conversation maps the entire financial therapy spectrum as a simple two-axis quadrant: financial to psychotherapy and shallow to deep, then shows where options like books, coaching, financial planning, CBT, IFS, and psychoanalysis actually sit, and how to know what you need; with guest Vessy Tasheva, Rick explores why credentials matter less than the therapeutic alliance, how identity and safety (gender, culture, lived experience) shape fit, and why histories like Bulgaria's hyperinflation can drive powerful money scripts today, offering clear, human guidance for finding a professional who supports both your numbers and your nervous system. #FinancialTherapy #MoneyAndMeaning #MoneyMindset #TherapyAndFinance #FinancialWellness #MoneyHealing #MoneyPsychology #MoneyCoaching #FinancialGuidance #TherapeuticAlliance #MoneyScripts #MoneyIdentity #FinanceAndMentalHealth #MoneyAwareness #FindYourFit A podcast that blends the nuts and bolts of financial advice with the emotions that drive our money decisions. Join Rick Kahler, CFP®, CFT™, as he blends practical financial wisdom with the emotional insights that shape our choices. Discover how financial therapy can help you make money decisions that truly align with your values..

The Sugar Daddy Podcast
116: Five Signs You Need Financial Therapy

The Sugar Daddy Podcast

Play Episode Listen Later Dec 3, 2025 49:32 Transcription Available


Most people think their money problems come from a lack of budgeting. But what if the real issue is emotional?In this powerful episode, Jessica and Brandon sit down with Aja Evans, LMHC, a licensed financial therapist and author of Feel Good Finance, to break down 5 surprising signs you might need financial therapy.We talk about:The link between money trauma and poor financial decisionsWhy budgeting alone doesn't break bad habitsHow emotional avoidance shows up in your bank accountWhat to expect in your first financial therapy sessionAja's personal story from stress to successWhether you're anxious about spending, stuck in shame about debt, or always feel like “it's never enough,” this episode will help you understand the deeper story behind your financial behaviors.Get Aja's book: Feel Good FinanceConnect with Aja on IGConnect with Aja on LinkedInHead over to our YouTube channel to catch this episode in full video form. Apply to be a guest on the show. You can also email us at: thesugardaddypodcast@gmail.com Connect with us on InstagramWe're most active over at @thesugardaddypodcast Chat with BrandonWant to work together? Learn more about Brandon Book a free 30-min call to see if it's a fit. Show us some love, hit subscribe, leave a five star rating, and drop a quick review! Money, relationships, and the mindset to master both. Hosted by financial advisor Brandon and his wife Jessica, The Sugar Daddy Podcast breaks down how to build wealth, unpack old money beliefs, and have real conversations about love and finances. Our mission? To help couples and individuals grow rich in every sense of the word: emotionally, relationally and financially.

No BS Wealth
Thanksgiving Money Triggers: Boundaries, Shame, Peace W/ Rachel Duncan

No BS Wealth

Play Episode Listen Later Nov 26, 2025 32:34 Transcription Available


This one's for anyone walking into Thanksgiving with a pit in their stomach about money. You know the drill: old stories, old roles, and fresh triggers. I brought financial therapist Rachel Duncan back to help us keep it real at the table—and keep our dignity intact.We break down why holidays wake up your oldest money wiring. Families “snap you back” into your teenage self, and your money beliefs? Most of them got stamped on you by age eight. If you've ever felt “14 again” at Mom's house, you're not crazy—your nervous system just time-traveled. Then we torch the shame cycle. Shame says “I am bad.” Guilt says “I did something I don't like—and I can change it.” That shift matters because guilt leads to action. We walk through how to swap shame for guilt and actually move forward. We also hit boundaries—the real kind. A healthy boundary isn't a fight; it's clarity about what you will do. We show you how to feel when a boundary gets crossed, redirect explosive moments without stonewalling, and stop people-pleasing without burning the house down. Finally, Rachel gives a practical ritual you can actually use this week: a daily “pleasure practice” to reconnect you to yourself. Do one small thing that makes you feel human. It'll do more for your money than any spreadsheet ever could. Yes, really. Watch the full episode on YouTube: https://youtu.be/lXnvkBWjGasAs always we ask you to comment, DM, whatever it takes to have a conversation to help you take the next step in your journey, reach out on any platform!Twitter, FaceBook, Instagram, Tiktok, LinkedinDISCLOSURE: Awards and rankings by third parties are not indicative of future performance or client investment success. Past performance does not guarantee future results. All investment strategies carry profit/loss potential and cannot eliminate investment risks. Information discussed may not reflect current positions/recommendations. While believed accurate, Black Mammoth does not guarantee information accuracy. This broadcast is not a solicitation for securities transactions or personalized investment advice. Tax/estate planning information is general - consult professionals for specific situations. Full disclosures at www.blackmammoth.com.

Free Lunch
Financial Therapy with Ashley Quamme

Free Lunch

Play Episode Listen Later Nov 19, 2025 32:42


Most clients don't actually want a stock tip. They want reassurance, they want clarity.They want to know, “will I be okay?”This week, Colin and Greg explore the emotional side of money with financial therapist Ashley Quamme as they unpack the real drivers behind our financial behaviour.The beliefs we inherit, the patterns we repeat, and the questions we are truly asking when we think we are asking about markets.

Moolala:  Money Made Simple with Bruce Sellery
From FIRE Camp to Financial Therapy: Smarter Ways to Save, Retire, and Stay Safe Online | Full Episode

Moolala: Money Made Simple with Bruce Sellery

Play Episode Listen Later Oct 14, 2025 54:33


In this week's episode of Moolala: Money Made Simple, Bruce Sellery kicks off with the FIRE movement at CMTO Firescape, where co-founder Chris Potvin shares what a four-day money camp looks like: hands-on workshops, case studies, and a community built around Financial Independence, Retire Early. Then, for listeners who got a late start on savings, CPA David Trahair unpacks The Procrastinator's Guide to Retirement—including the real math behind RRSP vs. mortgage paydown, how spending actually changes in retirement, and smart ways to maximize CPP when time is short. Next, we look at protecting your household in a digital world. James South from Aviva Canada explains what personal cyber insurance covers—from online fraud recovery and forensic clean-ups to cyberbullying support and dark-web monitoring—and how much it typically costs to add to a home/tenant policy. Finally, financial therapist Erika Wasserman walks through practical scripts to improve your money mindset and have calmer, more productive conversations about budgeting, debt, and goals with partners and family. Whether you're chasing early retirement or rebuilding late, this episode blends actionable retirement tactics, consumer protection insights, and behavioral tools to help Canadians feel more confident about their money. To find out more about the guests check out: Chris Potvin: cmtofirescape.com David Trahair: trahair.com | LinkedIn | X/Twitter James South: aviva.ca | Instagram | LinkedIn Erika Wasserman: yourfinancialtherapist.com | Instagram Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple. Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn

Beyond the Studio - A Podcast for Artists
Amanda and Nicole talk Financial Therapy for Artists

Beyond the Studio - A Podcast for Artists

Play Episode Listen Later Sep 25, 2025 116:48


Hear more from Amanda and Nicole in their most vulnerable finance episode yet, as they reflect back on their actual 2024 numbers, getting out of debt, increasing your financial runway when income is variable, the huge role that personal psychology and location play in your financial situation, and the added pressures artists face to carve their own path within an increasingly challenging landscape. Find links to resources mentioned throughout the episode here in our show notes:    beyondthe.studio   Submit to our Listener Spotlight: Listener Spotlight  Follow us on Instagram at: @beyondthestudio  @nicolemariemueller @closecallstudio Intro and Ad Music: Suahn Branding: David Colson

The Modern American Dream
Financial Therapy 101

The Modern American Dream

Play Episode Listen Later Sep 16, 2025 19:33


Financial Therapy isn't about how much you make—it's about how much you keep. Most people earn more as they move through life, but the real difference lies in how they manage it. Are you living paycheck to paycheck while making six figures? Or are you the one who lives below your means, invests wisely, and builds lasting security? This podcast is about rewiring your money mindset—tracking spending, cutting unnecessary habits, saving aggressively, and investing with purpose. It's not easy, but over time, these shifts can transform your future. Financial freedom starts with you, and the work you do today creates the life you and your family deserve tomorrow.

Making Cents of Money
Episode 115: The Money-Stress Habit Cycle

Making Cents of Money

Play Episode Listen Later Sep 15, 2025 16:59


In the latest episode of Making Cents of Money, learn about the habits that can impact your financial decisions and how stress plays a role in spending. Show Notes: American Psychological Association. (2015, February 4). American Psychological Association survey shows money stress weighing on Americans' health nationwide. Retrieved from https://www.apa.org/news/press/releases/2015/02/money-stress American Psychological Association. (2023). Stress in America 2023: A nation recovering from collective trauma. Retrieved from https://www.apa.org/news/press/releases/2023/03/stress-in-america Falconier, M. K., & Epstein, N. B. (2011). Couples experiencing financial strain: What we know and what we can do. Family Relations, 60(3), 303–317. Gelman, A., & Kliger, D. (2021). Effect of time-induced stress on financial decision making in real markets. PloS One, 16(11), e0123740. Heo, W., Cho, S. H., & Lee, P. (2020). APR Financial Stress Scale: Development and validation of a multidimensional measurement. Journal of Financial Therapy, 11(1), 2. https://newprairiepress.org/jft/vol11/iss1/2/ Lazarus, R. S., & Folkman, S. (1984). Stress, appraisal, and coping. Springer Publishing Company. Narayan, A. (2024). The impact of financial stress on workplace harassment and discrimination. Management Science, 70(4), 2447–2458. Ong, A. D., Sturgeon, J. A., Arewasikporn, A., Okun, M. A., Davis, M. C., & Zautra, A. J. (2015). The psychosocial context of financial stress: Implications for inflammation and psychological health. Psychosomatic Medicine, 77(2), 187–194. Porcelli, A. J., & Delgado, M. R. (2009). Acute stress modulates risk taking in financial decision making. Psychological Science, 20(3), 278–285. Shafir, E., Mullainathan, S., & Shafir, E. (2013). Scarcity: Why having too little means so much. Times Books. Van Boven, L., & Gilovich, T. (2003). To do or to have? That is the question. Journal of Personality and Social Psychology, 85(6), 1193–1202. Wilke, J., & Boden, J. M. (2021). Financial scarcity and financial avoidance: A prospective study. Journal of Economic Psychology, 87, 102408. Mental Health Crisis Resources: Illinois Department of Central Management Services' Crisis Resources: https://cms.illinois.gov/benefits/stateemployee/bewell/mental-health/crisis.html Relevant Podcast Episodes: • Money in Relationships: https://soundcloud.com/idfpr/money-and-relationships • Financial Socialization: https://soundcloud.com/idfpr/episode-99-financial-socialization • Investing: https://soundcloud.com/idfpr/episode-57-investing-to-reach-financial-goals • Budgeting: https://soundcloud.com/idfpr/mcom-ep20-budgeting-final • Probably Inflation: https://soundcloud.com/idfpr/episode-30-inflation

The Power of the Ask
The Financial Therapist's Playbook: Create a Community and Rewrite Your Money Story with Erika Wasserman

The Power of the Ask

Play Episode Listen Later Aug 8, 2025 32:08 Transcription Available


Certified Financial Therapist Erika Wasserman returns to The Power of the Ask to discuss how women can stop feeling shame around money and start building more confidence. Learn how a “personal board of directors” can help you on your financial journey. This conversation provides the tools you need to rewrite your money story and build a supportive community that helps you move forward. Key Takeaways Asking for Help is a Strength: Leaning on your community during difficult times allows others to show up for you, strengthening your relationships and helping everyone involved.  Make Your Ask Specific: Vague requests get vague results. To get what you need, practice making your asks direct and targeted.  Confidence is a Practiced Skill: A lack of financial confidence doesn't mean you're bad with money, it just means you haven't practiced yet.  Boundaries Create Freedom: Setting financial boundaries isn't just about saying “no.” Create intentional rules that work for you, which may include saying “yes” to the right things in moderation. Important Links:Savvy LadiesPrecious Williams' LinkedInLisa Zeiderman's LinkedInImportant Links for Erika:Erika Wasserman's LinkedIn Your Financial Therapist Website About Erika Wasserman: Erika Wasserman, the visionary CEO and founder of Your Financial Therapist, established the company in 2019 with a mission to transform how people view and manage their financial lives. As a Certified Financial Therapist (CFT-I™)—a prestigious certification held by fewer than 70 professionals worldwide—Erika blends her expertise in finance and international economics with her passion for empowering individuals, couples, and organizations to rethink their relationship with money.She is also the creator of the innovative Let's Talk Finances: Financial Wellness Conversation Cards. This unique tool features 50 thought-provoking questions designed to spark meaningful conversations about money, fostering financial clarity and emotional connection.Erika's academic credentials include a Bachelor of Business Administration (BBA) from the University of Florida and a Graduate Certificate in Financial Therapy from Kansas State University. Her work reflects a deep commitment to financial well-being, making her a trusted expert in financial therapy.

The Angel Next Door
How Neuroscience Changes Our Approach to Money with Barbara Huson

The Angel Next Door

Play Episode Listen Later Aug 7, 2025 28:06


What if the real obstacle to entrepreneurship isn't your skill set or background, but the beliefs you hold about money? In this episode of The Angel Next Door Podcast, host Marcia Dawood sits down with Barbara Huson—a celebrated financial expert and the author of seven books—to challenge the limiting money stories that hold women back from investing, building wealth, and stepping fully into their power.Barbara shares her personal journey from financial intimidation and crisis to empowerment, offering relatable anecdotes and the wisdom she's gained from interviewing hundreds of financially successful women. Her expertise shines as she uncovers the neuroscience behind changing your money mindset, and how simple, purposeful steps can transform your financial trajectory.This episode is packed with actionable strategies, including Barbara's “recognize, reframe, and respond” method for rewiring your thinking, and her approachable daily, weekly, and monthly habits for getting smart about money. If you've ever felt daunted by investing or unsure if building wealth is for you, this conversation will leave you inspired and ready to take control—making it a must-listen for anyone seeking confidence in their financial journey. To get the latest from Barbara Huson, you can follow her below!https://www.linkedin.com/in/barbarahuson/https://www.barbara-huson.com/https://www.instagram.com/thebarbarahuson/ Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

BiggerTalks's podcast
169. Financial Therapy Explained: Transforming Money Stress into Strength | with Rahkim Sabree

BiggerTalks's podcast

Play Episode Listen Later Jul 30, 2025 59:48


Think therapy is only for emotions? Think again—financial therapy helps you heal your money story.In this episode of the Spiritual Fitness Podcast, Eric Bigger chats with financial therapist Rahkim Sabree about how healing financial trauma can completely shift how you handle and think about money.Discover the emotional and cultural roots of our money habits—from generational patterns to systemic challenges—and why financial therapy can be a game-changer. Rahkim also shares down-to-earth tools like somatic healing practices, ways to rethink your money story, and how to build supportive spaces for financial growth.If money has ever stressed you out, this one's for you. Tune in and start rewriting your financial mindset.Key highlights: What is Financial Trauma? How systemic issues shape money struggles. Body-Based Healing - Using somatic tools to ease financial stress. Capitalism & Money Mindset - The impact of exploitation on your finances. Community Support - Why healing money wounds takes a village. Money as Empowerment - Simple reframes to feel safer and stronger with money.About the Guest:Rahkim Sabree is an award-winning Financial Therapist, Accredited Financial Counselor®, author, and speaker with an emerging voice in the fields of financial therapy and financial empowerment. He is the author of the soon-to-be-released book Overcoming Financial Trauma, which explores the intersection of money, trauma, and healing. Rahkim is particularly renowned for his efforts to demystify financial trauma among underserved communities. With a dynamic background that bridges financial services, public speaking, and inclusive financial wellness, he is dedicated to helping individuals and organizations challenge traditional views of financial freedom and personal growth.Get his book Overcoming Financial Trauma: https://www.amazon.com/dp/1394341245?ref=cm_sw_r_ffobk_cp_ud_dp_2A05X2DGAFN42R3SF4DH_1&ref_=cm_sw_r_ffobk_cp_ud_dp_2A05X2DGAFN42R3SF4DH_1&social_share=cm_sw_r_ffobk_cp_ud_dp_2A05X2DGAFN42R3SF4DH_1&bestFormat=true&previewDohEventScheduleTesting=C&csmig=1Instagram: https://www.instagram.com/rahkimsabree Website: https://www.rahkimsabree.com/ Substack: https://rahkimsabree.substack.com/Shop IYLA: https://iylia.com/Use promo code EB20 for IYLIA champagne, offering 20% off on orders up to $200Check out Miracle Season's collection: https://itsmiracleseason.co/collections/frontpageWork with me: https://www.ericbigger.com/workwithme?utm_source=podcast&utm_medium=podcast&utm_campaign=work_with_m...Connect with Simplified Impact: https://hubs.ly/Q02vvMJ90

The Human Side of Money
144: How To Stay Connected (And Deepen Trust) Between Client Meetings With Dr. Megan McCoy

The Human Side of Money

Play Episode Listen Later Jul 30, 2025 78:58


What if the most important trust-building moments with clients aren't during meetings, but actually in between them? It turns out that your communication between meetings ( texts, emails, calls, etc.) can significantly impact trust, satisfaction, and client retention. In this conversation, Dr. Megan McCoy shares her breakthrough research on the power of between-meeting communication and how Advisors can create a “web of support” plan to help improve trust, satisfaction and client retention. You'll Learn: Ways to personalize communication at scale A framework for “between meeting” communication How to balance task-based and relationship-based outreach Signs your client has financial anxiety (even when they say they're “fine”) Why you need the right message delivered through the right medium *To sign up for Brendan's newsletter packed with resources to master the human side of advice → Click Here *To get the “Affiliation Guide” outlining a business model designed to help build your business ->Click Here Resources: Book: Financial Planning Counseling Skills Book: Facilitating Financial Health: Tools for Financial Planners, Coaches, and Therapists Book: Happy Money: The Science of Happier Spending Connect with Brendan Frazier:  RFG Advisory LinkedIn: Brendan Frazier Connect with Dr. Megan McCoy:  LinkedIn: Dr. Megan McCoy About Our Guest:  Megan McCoy, Ph.D., LMFT, AFC®, CFT-I™, is an Assistant Professor at Kansas State University's Department of Personal Financial Planning. She teaches courses at the undergraduate, graduate, and doctoral levels focused on financial well-being, financial therapy, and couple dynamics regarding finances. Dr. McCoy holds a B.A. in Psychology from The University of North Carolina and an M.A. in Marriage and Family Therapy from Drexel University. Dr. McCoy also attended the University of Georgia, where she earned a Ph.D. in Human Development and Family Science with an emphasis in Marriage and Family Therapy. She is a licensed Marriage and Family Therapist, an Accredited Financial Counselor®, and a Certified Financial Therapist-I™. During her doctoral program, she developed a specialization in financial therapy and client psychology. She had the opportunity to work with clients alongside financial planning students to treat clients' financial well-being together. Observing and learning from financial planners' work with clients enabled Dr. McCoy to gain more insights into the psychology of financial planning. She serves on the Financial Therapy Association's Board of Directors and was the past Associate editor of the Journal of Financial Therapy. She is currently co-editor for the Financial Planning Review. She was also a guest editor on a special issue on finances for Contemporary Family Therapy. Dr. McCoy's research interests focus on financial therapy, financial well-being, and financial communication, as well as diversity, equity, and inclusion issues. She has published over forty articles in top-tier mental health, family science, financial counseling, and financial planning journals. This year, her research has won awards from the National Council of Family Relations and the Financial Therapy Association. Dr. McCoy has been awarded grants from the Financial Planning Association, the National Endowment for Financial Education, and FP Canada to continue research on how to integrate client psychology topics into financial planning to foster trust and commitment with clients. Dr. McCoy has also been featured as a financial well-being expert on the Today Show, NPR, BBC, the Wall Street Journal, and many other media outlets. – Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. Information here may be provided,

Military Money Show
Life After Loss and the Money Struggles No One Talks About

Military Money Show

Play Episode Listen Later Jul 28, 2025 36:57


Losing a spouse changes everything, emotionally, mentally, and financially. But while grief is often discussed, the money struggles that come with it are rarely part of the conversation, or just grief in general. From paperwork and decisions to pressure and overwhelm, surviving spouses are often expected to figure it all out. In this episode, Certified Financial Planner and Air Force veteran, Daniel Kopp, talks about the financial side of grief, what widows and widowers really face after loss, the emotional weight behind every decision, and how to find stability when your world feels upside down. He shares both his personal experience and professional insights on navigating life after loss. Daniel Kopp, MA, MS, CFP ®, is a fee-only financial planner, financial therapist, and founder of Wise Stewardship Financial Planning, where he helps young widows and widowers as well as military members organize their financial lives by aligning money with their deeply-held values.  He leverages his experiences as a widower and Air Force veteran to offer a deeper level of engagement and connection with his clients. He is also an XYPN and NAPFA member, as well as being a founding board member of the Military Financial Advisors Association (MFAA). Daniel's education includes his undergraduate with a BS in Economics from Purdue University with highest distinction, an MA from American Military University, a Graduate Certificate in Financial Therapy and an MS in Personal Financial Planning from Kansas State University (KSU). He has been published in the Journal of Financial Therapy for his research on working with widows dealing with money avoidance. https://milmo.co/podcast/life-after-loss For more MILMO, follow at: MILMO.co ItsMILMO on YouTube @itsmilmo on X @itsmilmo Instagram @itsmilmo LinkedIn @itsmilmo Facebook

The Power of the Ask
Breaking the Money Silence: How to Start the Conversations That Transform Your Financial Life with Erika Wasserman

The Power of the Ask

Play Episode Listen Later Jul 11, 2025 27:55 Transcription Available


Join Lisa Zeiderman and Precious Williams as they welcome Erika Wasserman, one of only 100 certified financial therapists in the United States and founder of Your Financial Therapist, to the Power of the Ask podcast. Drawing from her personal journey through divorce and reinvention, Erika shares her signature Money Mindset Method and reveals how our backgrounds, cultural influences, and past experiences shape our relationship with money. In this eye-opening conversation, Erika demonstrates how to move beyond financial shame and fear to create healthier money conversations in every area of life. Whether you're navigating a breakup, planning for retirement, or simply want to feel more confident about your financial decisions, this episode offers practical tools and compassionate guidance. You'll discover: The Foundation of Financial Therapy: Learn what financial therapy really means and why talking about money feels so uncomfortable for most people The Money Mindset Method: Erika's five-step framework (M.O.N.E.Y.) for having productive financial conversations in any situation Breaking Generational Patterns: How family background, culture, and personal experiences create our money stories and how to rewrite them Practical Conversation Starters: Real strategies for discussing finances with partners, family members, and even yourself Financial Trauma Recovery: Compassionate approaches to healing from past financial wounds and building trust in new relationships  Important Links:Savvy LadiesPrecious Williams' LinkedInLisa Zeiderman's LinkedInImportant Links for Erika:Erika Wasserman's LinkedIn Your Financial Therapist Website About Erika Wasserman: Erika Wasserman, the visionary CEO and founder of Your Financial Therapist, established the company in 2019 with a mission to transform how people view and manage their financial lives. As a Certified Financial Therapist (CFT-I™)—a prestigious certification held by fewer than 70 professionals worldwide—Erika blends her expertise in finance and international economics with her passion for empowering individuals, couples, and organizations to rethink their relationship with money.She is also the creator of the innovative Let's Talk Finances: Financial Wellness Conversation Cards. This unique tool features 50 thought-provoking questions designed to spark meaningful conversations about money, fostering financial clarity and emotional connection.Erika's academic credentials include a Bachelor of Business Administration (BBA) from the University of Florida and a Graduate Certificate in Financial Therapy from Kansas State University. Her work reflects a deep commitment to financial well-being, making her a trusted expert in financial therapy. 

ART of Feminine NEGOTIATION
266: Negotiating With Your Inner Critic To Break The Debt Cycle

ART of Feminine NEGOTIATION

Play Episode Listen Later Jul 7, 2025 30:27


We all have an inner voice — and when it comes to money, that voice can often be our harshest critic. This episode explores how our inner monologue influences our financial choices, frequently trapping us in cycles of debt, shame, and avoidance. Join Cindy Watson as we explore how to transform that voice into an ally. Dr. Erika Rasure reframes our relationship with money through the lens of financial therapy, providing useful and effective tools to help us move from self-sabotage to self-support on the path to financial freedom.   Dr. Rasure, a former financial advisor and university professor turned financial therapist, brings a unique and deeply compassionate approach to money management. As Chief Financial Wellness Advisor at Beyond Finance, she meets weekly with hundreds of individuals actively working to break free from debt and reclaim their financial future. With experience guiding thousands toward more intentional, emotionally healthy financial choices, Dr. Rasure sheds light on how our inner dialogue can either sabotage or support our path to financial freedom — and how to start negotiating with that inner critic to make real, lasting change.   In this episode, you will discover:   What is financial therapy? How do you negotiate your mindset around debt. What are some of the most common mental health  challenges for those who are facing debt? How to find clarity around your finances. The difference between financial guilt and financial shame. What is loud budgeting? The difference in how people negotiate finances based on their age.   Learn more about Dr. Erika Rasure:   Website: /www.beyondfinance.com/newsroom LinkedIn: https://www.linkedin.com/in/erikarasure/   If you're looking to up-level your negotiation skills, I have everything from online to group to my signature one-on-one mastermind & VIP experiences available to help you better leverage your innate power to get more of what you want and deserve in life. Check out our website at www.artofFeminineNegotiation.com if that sounds interesting to you. Get Cindy's book here:   Amazon   https://www.amazon.com/Art-Feminine-Negotiation-Boardroom-Bedroom-ebook/dp/B0B8KPCYZP?inf_contact_key=94d07c699eea186d2adfbddfef6fb9e2&inf_contact_key=013613337189d4d12be8d2bca3c26821680f8914173f9191b1c0223e68310bb1   EBook   https://www.amazon.com/Art-Feminine-Negotiation-Boardroom-Bedroom-ebook/dp/B0B8KPCYZP?inf_contact_key=94d07c699eea186d2adfbddfef6fb9e2&inf_contact_key=013613337189d4d12be8d2bca3c26821680f8914173f9191b1c0223e68310bb1   Barnes and Noble   https://www.barnesandnoble.com/w/the-art-of-feminine-negotiation-cindy-watson/1141499614?ean=9781631959776 CONNECT WITH CINDY: Website: www.womenonpurpose.ca Facebook:  https://www.facebook.com/womenonpurposecommunity/ Instagram: https://www.instagram.com/womenonpurposecoaching/ LinkedIn: linkedin.com/in/thecindywatson Show: https://www.womenonpurpose.ca/media/podcast-2/ (X) Twitter:  https://twitter.com/womenonpurpose1 YouTube:https://www.youtube.com/@hersuasion Email:cindy@womenonpurpose.ca

Take Back Retirement
115: Financial Therapy: The Intersection of Money and Emotions with Wendy Wright

Take Back Retirement

Play Episode Listen Later Jun 30, 2025 41:22


“There is not good or bad with money” Our hosts, Stephanie McCullough and Kevin Gaines, sit down with financial therapist Wendy Wright to unpack the emotional complexities that often underlie our financial behaviors. Wendy believes that money issues aren't just math problems—they're emotional ones too! Rather than focusing on dollars and cents alone, Wendy helps her clients understand why they avoid budgeting, overspend in emotional moments, or feel incapable of managing money. Her mantra? “Abundant, compassionate curiosity and zero judgment.” Wendy discusses common patterns like the belief of being “bad with money,” the influence of childhood messages, and the emotional burden of debt. She advocates for intentionality, self-awareness, and sustainability over perfection, as well as financial journaling and identifying emotional triggers to help people rewrite their “money stories” and build healthier, more resilient habits. “Nothing's going to work for you if it's not sustainable.” Healing your relationship with money begins with something as small as a $10 weekly savings goal. It's totally unhelpful to label yourself as “good” or “bad” with money. Personal finance is a deeply personal journey that benefits from reflection, not just spreadsheets. Whether you're confronting debt, struggling with avoidance, or simply seeking a more peaceful relationship with money, give yourself permission to start exactly where you are—with grace.   Key Topics: Wendy's Financial Therapy Framework (03:20) Avoidance and Emotional Burdens (08:39) The “Bad with Money” Myth (10:45) Algorithmic Influences on Money Shame (13:22) Debt, Shame, and Sustainability (15:10) Money as a Tool, Not a Goal (31:28) Where to Begin: Curiosity, Not Judgment (34:14) Resources: WendyWrightFinancialTherapy.com     If you like what you've been hearing, we invite you to subscribe on your favorite platform and leave us a review. Tell us what you love about this episode! Or better yet, tell us what you want to hear more of in the future. stephanie@sofiafinancial.com   You can find the transcript and more information about this episode at www.takebackretirement.com.   Follow Stephanie on Twitter, Facebook, YouTube and LinkedIn.  Follow Kevin on Twitter, Facebook, YouTube and LinkedIn.

Practicing with Purpose: For Lawyers Only
Ep. 89: Negotiating With Your Inner Critic To Break The Debt Cycle

Practicing with Purpose: For Lawyers Only

Play Episode Listen Later Jun 24, 2025 33:07


We all have an inner voice — and when it comes to money, that voice can often be our harshest critic. This episode explores how our inner monologue influences our financial choices, frequently trapping us in cycles of debt, shame, and avoidance. Join Cindy Watson as we explore how to transform that voice into an ally. Dr. Erika Rasure reframes our relationship with money through the lens of financial therapy, providing useful and effective tools to help us move from self-sabotage to self-support on the path to financial freedom.   Dr. Rasure, a former financial advisor and university professor turned financial therapist, brings a unique and deeply compassionate approach to money management. As Chief Financial Wellness Advisor at Beyond Finance, she meets weekly with hundreds of individuals actively working to break free from debt and reclaim their financial future. With experience guiding thousands toward more intentional, emotionally healthy financial choices, Dr. Rasure sheds light on how our inner dialogue can either sabotage or support our path to financial freedom — and how to start negotiating with that inner critic to make real, lasting change.   In this episode, you will discover:   What is financial therapy? How do you negotiate your mindset around debt. What are some of the most common mental health  challenges for those who are facing debt? How to find clarity around your finances. The difference between financial guilt and financial shame. What is loud budgeting? The difference in how people negotiate finances based on their age.   Learn more about Dr. Erika Rasure:   Website: /www.beyondfinance.com/newsroom LinkedIn: https://www.linkedin.com/in/erikarasure/   If you're looking to up-level your negotiation skills, I have everything from online to group to my signature one-on-one mastermind & VIP experiences available to help you better leverage your innate power to get more of what you want and deserve in life. Check out our website at www.practicingwithpurpose.org if that sounds interesting to you. Get Cindy's book here:   Amazon   https://www.amazon.com/Art-Feminine-Negotiation-Boardroom-Bedroom-ebook/dp/B0B8KPCYZP?inf_contact_key=94d07c699eea186d2adfbddfef6fb9e2&inf_contact_key=013613337189d4d12be8d2bca3c26821680f8914173f9191b1c0223e68310bb1   EBook   https://www.amazon.com/Art-Feminine-Negotiation-Boardroom-Bedroom-ebook/dp/B0B8KPCYZP?inf_contact_key=94d07c699eea186d2adfbddfef6fb9e2&inf_contact_key=013613337189d4d12be8d2bca3c26821680f8914173f9191b1c0223e68310bb1   Barnes and Noble   https://www.barnesandnoble.com/w/the-art-of-feminine-negotiation-cindy-watson/1141499614?ean=9781631959776 CONNECT WITH CINDY: Website: www.womenonpurpose.ca Facebook:  https://www.facebook.com/womenonpurposecommunity/ Instagram: https://www.instagram.com/womenonpurposecoaching/ LinkedIn: linkedin.com/in/thecindywatson Show: https://www.womenonpurpose.ca/media/podcast-2/ (X) Twitter:  https://twitter.com/womenonpurpose1 YouTube:https://www.youtube.com/@hersuasion Email:cindy@womenonpurpose.ca

The Nonprofit Exchange: Leadership Tools & Strategies
Financial Therapy: Helping Nonprofit Leaders Overcome Financial Anxiety

The Nonprofit Exchange: Leadership Tools & Strategies

Play Episode Listen Later Jun 16, 2025 27:35


In this episode of the Nonprofit Exchange, I had the pleasure of speaking with John Hankins, a financial therapist with a rich background in both the nonprofit and for-profit sectors. We delved into the critical topic of financial therapy and how it can help nonprofit leaders overcome financial anxiety. John shared his journey, starting from his early days as a CFO in a small nonprofit to his transition into financial therapy after witnessing the anxiety many nonprofit leaders face when managing funds they've never encountered before. He emphasized the importance of understanding our personal money stories and how they shape our relationship with money. We discussed the contrast between healthy and unhealthy relationships with money, highlighting how misalignment between our financial goals, feelings, and actions can lead to anxiety. John pointed out that societal pressures and the stigma around discussing money contribute to this anxiety, especially in the nonprofit sector, where leaders often feel guilty about raising funds. John introduced the concept of financial therapy as an essential overlay to traditional therapy, aimed at building a positive relationship with money. He also mentioned the Financial Therapy Association, which bridges the gap between financial planning and emotional well-being. Throughout our conversation, we explored the behaviors that can hinder nonprofit leaders, such as reluctance to engage with financial details and feelings of shame around money. John encouraged listeners to recognize that it's okay to talk about money and to seek help in navigating their financial relationships. As we wrapped up, John offered a valuable reminder: everyone has a relationship with money, regardless of their financial situation, and exploring that relationship can lead to significant improvements in both personal and professional life. I hope this episode inspires nonprofit leaders to address their financial anxieties and consider the benefits of financial therapy. Get the full transcript at - https://synervisionleadership.org/2025/06/16/npe-financial-therapy/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Military to Financial Planner Podcast
Exploring Financial Therapy and Beyond the Plan with Ashley Quamme

Military to Financial Planner Podcast

Play Episode Listen Later Jun 4, 2025 46:37


In this episode, I had the pleasure of sitting down with Ashley Quamme, a licensed marriage and family therapist and the founder of Beyond the Plan. Ashley is someone I've admired for a long time, and this conversation is packed with powerful insights into the intersection of psychology, relationships, and personal finance. Ashley shares her unique journey—from launching a private therapy practice focused on couples, to navigating military life as a spouse, to eventually blending her clinical background with the world of financial planning. We explored what financial therapy really means and how deeply emotional and relational our financial decisions truly are. Ashley's passion for helping people understand the “why” behind their money behaviors is infectious, and her ability to make that practical for both advisors and clients alike is a real gift. We also talked about how Ashley collaborates with financial advisors as a Chief Financial Behavior Officer and what it means to create emotionally safe planning spaces. I loved her thoughts on how validation, curiosity, and even open-ended questions can transform client meetings. Whether you're a financial professional or someone navigating your own money story, Ashley's insights are so relevant. Ashley's wisdom and vulnerability in this episode are incredibly encouraging. She also reminds us that you don't need to be a therapist to be therapeutic. If you care deeply about the people you serve, there are ways to show up with empathy, insight, and skill—even when money is emotional. https://www.linkedin.com/in/ashley-quamme/ https://www.beyondthefp.com/  https://www.planningandbeyond.com/   

No BS Wealth
Ep. 130 - The Art of Money Healing: Why Financial Therapy Matters

No BS Wealth

Play Episode Listen Later Jun 4, 2025 32:55 Transcription Available


 Money doesn't have to be cold, rigid, and intimidating. In this bold, thought-provoking episode, I sit down with financial therapist Rachel Duncan who's revolutionizing how we heal our relationship with cash through art and creativity. Ever felt like the financial industry left you behind? You're not alone. Rachel reveals how her background as both a numbers person AND an artist led her to create a unique approach to financial therapy that actually works for creative, neurodivergent people. You'll discover why "abundance" might be the most meaningless buzzword in finance, how credit card points are a dangerous trap, and a powerful journaling exercise that will transform your relationship with money TODAY. This isn't your boring financial advisor's podcast – this is real talk about the emotional side of money that the industry doesn't want you to hear. Welcome to the No BS Wealth Podcast with Stoy Hall, your candid guide to financial clarity. In our third year, we're spicing things up by enhancing community ties and bringing you straight, no-fluff financial insights. Connect with us on NoBSWealthPodcast.com, and follow Stoy on social media for the latest episodes and expert discussions. Tune in, join the conversation, and transform your financial journey with us—no BS!As always we ask you to comment, DM, whatever it takes to have a conversation to help you take the next step in your journey, reach out on any platform!Twitter, FaceBook, Instagram, Tiktok, LinkedinDISCLOSURE: Awards and rankings by third parties are not indicative of future performance or client investment success. Past performance does not guarantee future results. All investment strategies carry profit/loss potential and cannot eliminate investment risks. Information discussed may not reflect current positions/recommendations. While believed accurate, Black Mammoth does not guarantee information accuracy. This broadcast is not a solicitation for securities transactions or personalized investment advice. Tax/estate planning information is general - consult professionals for specific situations. Full disclosures at www.blackmammoth.com.

Life in Transition
Is Your Relationship with Money Holding You Back?

Life in Transition

Play Episode Listen Later May 29, 2025 54:01


What would happen if you reconnected with the passion you had to set aside decades ago?Art and John Hankins discuss John's remarkable journey from social worker to IT professional to financial therapist at age 71. "This fills me with a feeling I have not had for a really long time," John reveals, describing his newfound purpose.The conversation explores our complex relationship with money – the fears, avoidances, and anxieties that shape our financial decisions. Can retirement be more than just financial planning? "For me, it is the endless possibility," John says. Through personal stories and professional insights, this episode challenges listeners to reconsider what's possible in life's later chapters. Are you feeling stuck in transition? John's parting wisdom reminds us: "You are capable... and you're not alone."John Hankins is a certified financial therapist who reinvented himself at age 71 after retiring from a 35-year career in IT. With early roots as a social worker helping disadvantaged communities in West Philadelphia, John now combines his financial expertise with his passion for helping others. He serves on the board of the Financial Therapy Association and specializes in guiding retirees through the emotional aspects of their relationship with money. Through his practice at financialtherapy.me and his YouTube channel, John helps clients transform financial anxiety into empowerment and purpose.About The Show: The Life in Transition, hosted by Art Blanchford focuses on making the most of the changes we're given every week. Art has been through hundreds of transitions in his life. Many have been difficult, but all have led to a depth and richness he could never have imagined. On the podcast Art explores how to create more love and joy in life, no matter what transitions we go through. Art is married to his lifelong partner, a proud father of three and a long-time adventurer and global business executive. He is the founder and leader of the Midlife Transition Mastery Community. Learn more about the MLTM Community here: www.lifeintransition.online.In This Episode: (00:00) Introduction - The Most Meaningful Transition(03:14) Discovering Financial Therapy(09:27) What Is Financial Therapy?(19:58) Midlife Transition Mastery Ad(21:14) Meeting Fear with Data(28:59) Transition to Financial Therapy at 71(34:33) Endless Possibilities in Later Life(41:03) Expanding Community and Relationships(49:48) Transition Mastery Coaching Ad(52:29) Connect with John HankinsLike, subscribe, and send us your comments and feedback.Resources:https://www.financial-therapy.mejohn@financial-therapy.mehttps://www.youtube.com/@johnhankinsfinancialtherapywww.linkedin.com/in/john-hankins-msshttps://www.facebook.com/JohnHankinsFinancialTherapy/https://www.financialtherapyassociation.orgEmail Art BlanchfordLife in Transition WebsiteLife in Transition on IGLife in Transition on FBJoin Our Community: https://www.lifeintransition.online/My new book PURPOSEFUL LIVING is out now. Order it now: https://www.amazon.com/PURPOSEFUL-LIVING-Wisdom-Coming-Complex/dp/1963913922Explore our website https://lifeintransitionpodcast.com/ for more in-depth information and resources, and to download the 8-step guide to mastering mid-life transitions.The views and opinions expressed on the Life In Transition podcast are solely those of the author and guests and should not be attributed to any other individual or entity. This podcast is an independent production of Life In Transition Podcast, and the podcast production is an original work of the author. All rights of ownership and reproduction are retained—copyright 2025. 

Agent of Wealth
Financial Therapy: The Missing Piece in Retirement Planning With John Hankins

Agent of Wealth

Play Episode Listen Later May 16, 2025 27:34


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

Picking Daisies
Money Talks: How to Spend with Intention, Heal Your Money Story, and Involve Your Kids in the Conversation

Picking Daisies

Play Episode Listen Later May 13, 2025 47:05


In this episode of Picking Daisies, Mary sits down with financial therapist Lindsey Konchar to unpack the emotional side of money. Together, they dive into how our early money stories shape our adult habits, the shame that often surrounds finances, and why open conversations—especially within families—are essential.Lindsey blends behavioral therapy with practical financial tools to help families, especially stay-at-home parents, rethink their relationship with money. They discuss everything from financial infidelity and money dynamics in relationships to teaching kids how to spend with intention (and yes, even how TikTok Shop fits into it all).This is more than a budgeting chat—it's a fresh, honest take on financial self-care, how to spend in a way that feels good, and how to raise financially aware kids without fear or scarcity.Takeaways:Over 90% of Americans experience financial stress—you're not alone.Your money story is learned young (by age 10!) but can be changed.Intentional spending should create joy and reduce chaos—not shame.Stay-at-home parents contribute in ways that deserve recognition and partnership.Avoiding money conversations only adds to the stress—especially in relationships.Kids can sense financial tension, even if it's unspoken—so include them.Family meetings and honest conversations build trust and confidence.Use resources like podcasts to support your journey toward financial peace.Whether you're in a relationship, parenting little ones, or just trying to break the cycle of paycheck-to-paycheck living, this episode offers thoughtful, doable steps for anyone ready to shift their money mindset.Join Mary everyday for a real look into life with 3 crazy ass kids, surviving, thriving, and whatever the F else you might consider over at www.instagram.com/theverymarylife. Or if you're a Tik Tok fan, find me at https://www.tiktok.com/@theverymarylife. And of course, explore more on Theverymarylife.com

Limit Free Life with Michelle Perkins
EP 178: Financial Therapy: Healing Your Money Mindset

Limit Free Life with Michelle Perkins

Play Episode Listen Later May 12, 2025 40:38


In this special Mental Health Awareness Month episode of the Money & You podcast, hostMichelle Perkins welcomes back Wendy Wright, a leading financial therapist and CEO ofFinancial Therapy Solutions. With her rare combination of expertise in both licensed therapyand money coaching, Wendy helps individuals and couples navigate the emotional roots of theirfinancial stress and create empowered, healthy money relationships.Together, they explore how emotions—especially anxiety and shame—play a powerful role inhow we interact with money. Wendy shares practical tips for approaching financialconversations with more emotional intelligence and less fear, whether with your partner or withyourself. She also discusses how to identify your emotional state before trying to “fix” moneyproblems, and why you can't make solid financial decisions while dysregulated.This episode blends psychology with personal finance, offering tools for self-awareness,calming strategies, and more intentional money conversations.00:00 – Reintroducing Wendy Wright: financial therapy explained06:20 – Couples and money: how differences create conflict12:45 – Why we avoid money and how shame plays a role20:00 – Tips for productive, emotionally safe money conversations26:35 – Practicing “emotional literacy” with money stress33:00 – From overwhelm to calm: journaling and regulation tools41:20 – How news and social media impact your financial mental health49:15 – Building sustainable money habits over timeKey Takeaways:● Financial Therapy = Money + Emotions: Financial struggles are often emotional, notjust logical. Healing begins with emotional literacy.● You Can't Budget in a Panic: If you're dysregulated, don't try to make moneydecisions. Calm first, then act.● Journal or Talk It Out: Whether through writing or speaking aloud, processing yourfeelings about money helps untangle fear and create clarity.● Shame Stops Progress: Decrease judgment and increase curiosity. You can befinancially healthy without knowing everything about money.● Conversations Need Structure: Use a timer and clear goals when discussing moneywith partners. Small, repeatable talks work better than big confrontations.● Curate Your Media Intake: Negative news amplifies money fear. Be intentional aboutwhat and how much you consume.Additional Resources:● Financial Therapy Journal by Wendy WrightAvailable now with two free bonus workshops in May!Here is the link to the journal plus bonus workshops:https://learn.financialtherapysolutions.com/the-complete-financial-therapy-journalThe free Money Shadow Quiz will be found on my home page,wendywrightfinancialtherapy.comHere is the link to the Free Replay of the Layoffs workshophttps://learn.financialtherapysolutions.com/navigating-the-financial-and-emotional-impact-of-layoffs-workshop-4-3-25wendywrightfinancialtherapy.com● Quiz: Discover your “Money Shadow” – what's really holding you back.Take the Quiz● Blog posts, workshops, and more at Wendy's siteFor more tools and conversations about money mindset, practical money tips,confidence, and financial empowerment…Subscribe to the Money & You Podcast:Apple PodcastsPlease rate and review & share the podcast with your friends and family members whowant to better understand money, and feel more confident and in control of their financiallives.Join the Limit Free Life newsletter: https://limitfreelife.com/newsletterLearn more about Michelle Perkins: https://limitfreelife.comLinkedIn: Michelle on LinkedInInstagram: @livealimitfreelifeYouTube: Limit Free Life on YouTube

Two Boomer Women & The Fine Art of Conversation
Financial Therapy and Retirement Planning with John Hankins

Two Boomer Women & The Fine Art of Conversation

Play Episode Listen Later Apr 17, 2025 64:21


Once John Hankins discovered the developing field of financial therapy and after a bit of exploration, he decided to reinvent himself as a financial therapist. Today he is a licensed social worker, certified financial therapist, and certified financial social worker.  In this episode he explains: What financial therapy is Our generation was taught to not discuss money, the repercussions of that Who becomes a financial therapist Is there a common “money story” amongst Boomers Couples where the “money story” is different and how that might affect retirement planning? After 40 years of marriage, effective communication about money and retirement Single people and retirement planning Self sabotage Suddenly being out of a job before being ready or prepared Before we wrap, John explains what was it like to reinvent himself at age 71. “Retirement” apparently wasn't in his crosshairs! Listen now and then share this episode! Find John at https://www.financial-therapy.me/ Learn more about John and find all his links at https://boomwithabang.com/the-boomer-womans-podcast-john-hankins/  

Journey Beyond Divorce Podcast
Divorce & the Financial Tug-of-War: Spenders, Savers and Surprises with Seattle Money Coach, Mikelann Valterra

Journey Beyond Divorce Podcast

Play Episode Listen Later Apr 3, 2025 49:28


Divorce often uncovers hidden money patterns that impact both your relationship and divorce negotiations. In this episode, we explore how your money personality—whether you're a spender or a saver—shapes your marriage and divorce. We dive into the deeper financial motivations that may be influencing your decisions and offer strategies to break free from limiting beliefs around money. Divorce isn't just an ending; it's an opportunity to reshape your financial future. Learn how to use this time of transition to create clarity, confidence, and joy in your financial choices. You can emerge from divorce with a healthier relationship to money. Join financial therapist, money coach, and author Mikelann Valterra, with over 25 years of experience, as she shares insights from her book Rise Above the Money Fog. Mikelann offers grounded and compassionate wisdom to help you navigate financial anxiety, whether you're in a high-conflict divorce or rebuilding after separation. Connect with Mikelann: Take the Money Fog Quiz: https://seattle-money-coach.mykajabi.com/money-fog-quiz-ebook Website: https://www.seattlemoneycoach.com LinkedIn: https://www.linkedin.com/in/mikelannvalterra/ Facebook: https://www.facebook.com/MikelannSeattleMoneyCoach Instagram: https://www.instagram.com/mikelannv/ Resources Mentioned in this episode: Join the FREE April 16th Workshop: Overcoming Divorce Fear and Paralysis - https://www.jbddivorcesupport.com/overcoming-divorce-fear Follow JBD on Instagram: @journey_beyond_divorce A word from our sponsor: TalkingParents provides a comprehensive platform designed to simplify co-parenting and enhance communication between parents. With secure messaging, a shared calendar, and features for tracking parenting time, TalkingParents ensures that all important details and agreements are documented and accessible.  We're grateful for TalkingParents' support in simplifying co-parenting and enhancing communication for our listeners. Discover how TalkingParents can bring clarity and organization to your co-parenting journey at www.talkingparents.com/jbd

The Military Money Manual Podcast
"It Feels Like I'd Be Stealing From My Kids" | Jamie's GI Bill Discussion & Financial Therapy with Daniel Kopp #165

The Military Money Manual Podcast

Play Episode Listen Later Mar 10, 2025 23:53


As an optimzer, Jamie was concerned about how to perfect his family's GI Bill strategy. In the middle of a discussion (after we wrapped up last week's podcast recording with Daniel), we hit record for this non-standard format. As Jamie allows himself to be vulnerable and curious about the words he used, Daniel is able to help him work through some anxiety and negative feelings.  You'll also hear some tactical advice for using and sharing the GI Bill. Links we mentioned: Financial Therapy certificate Daniel and Spencer both earned through Kansas State Wise Stewardship Financial Planning Daniel Kopp is a fee-only, fiduciary financial planner and founder of Wise Stewardship Financial Planning where he helps young widows and widowers as well as servicemembers get their financial lives in order by aligning their money with their values. He is also an Air Force veteran after almost 9 years as an officer on active duty during which he served as an Air Battle Manager participating in combat deployments and training opportunities all across the world. Outside of his official military commitments, Daniel has always had a passion to help servicemembers and their families master their finances where he served as a volunteer financial counselor during most of his time on active duty. For a limited time, Spencer is offering one-on-one Military Money Mentor sessions! Get your personal military money and investing questions answered in a confidential coaching call. Our new TSP course is live! Check out the Confident TSP Investing course at militarymoneymanual.com/tsp to learn all about the Thrift Savings Plan and strategies for growing your wealth while in the military. Use promo code "podcast24" for $50 off. Plus, for every course sold, we'll donate one course to an E-4 or below- for FREE! If you have a question you would like us to answer on the podcast, please reach out on instagram.com/militarymoneymanual or email podcast@militarymoneymanual.com. If you want to maximize your military paycheck, check out Spencer's 5 star rated book The Military Money Manual: A Practical Guide to Financial Freedom on Amazon or at shop.militarymoneymanual.com. I also offer a 100% free course on military travel hacking and getting annual fee waived credit cards, like The Platinum Card® from American Express, the American Express® Gold Card, and the Chase Sapphire Reserve® Card in my Ultimate Military Credit Cards Course at militarymoneymanual.com/umc3. Learn how to get your annual fees waived on premium credit cards from American Express in the Ultimate Military Credit Cards Course at militarymoneymanual.com/umc3. The Platinum Card® from American Express and the American Express® Gold Card waive the annual fee for active duty military servicemembers, including Guard and Reserve on active orders over 30 days. The annual fees on all personal Amex cards are also waived for military spouses married to active duty troops.

The Military Money Manual Podcast
Raising Money Smart Kids in Military Families with Daniel Kopp #164

The Military Money Manual Podcast

Play Episode Listen Later Mar 3, 2025 56:58


How to teach your military kids about healthy and positive money habits, set expectations for college, use the GI Bill, and leverage 529s and other investment accounts for your military family. With today's guest, Daniel Kopp, we discussed: Teaching kids spending, saving, and giving buckets Teach, demo, supervise with your kids Give them chances to fail Wants vs. needs & delayed gratification Don't make money a big secret- talk about it Evolving the lessons you teach your kids as they age 529s, UTMAs, taxable brokerage accounts, and life insurance Tax efficient gifting strategies FAFSA for military families VA chapter 35 Prepaid college  The "College Pre-Approval Process" How to avoid overpaying for college Links we mentioned: Money Scripts episode w/ Daniel Kopp (episode # 82) Cybersecurity 101 podcast episode (#157) Military Financial Advisors Assocation (MFAA) FDIC's Money Smart Catalog CFPB's Money As You Grow program NCUA Games U.S. Mint free games and activities for children Military to Financial Planner podcast Wise Stewardship Financial Planning Daniel Kopp is a fee-only, fiduciary financial planner and founder of Wise Stewardship Financial Planning where he helps young widows and widowers as well as servicemembers get their financial lives in order by aligning their money with their values. He is also an Air Force veteran after almost 9 years as an officer on active duty during which he served as an Air Battle Manager participating in combat deployments and training opportunities all across the world. Outside of his official military commitments, Daniel has always had a passion to help servicemembers and their families master their finances where he served as a volunteer financial counselor during most of his time on active duty. Books mentioned in this episode: Raising your Money-Savvy Family for Next Generation Financial Independence by Carol Pittner and Doug Nordman How to Pay for College by Ann Garcia The Missing Billionaires by Victor Haghani & James White The Price You Pay for College by Ron Lieber The Opposite of Spoiled by Ron Lieber Smart Money Smart Kids by Dave Ramsey and Rachel Cruze Four Money Bears by Mac Gardner For a limited time, Spencer is offering one-on-one Military Money Mentor sessions! Get your personal military money and investing questions answered in a confidential coaching call. Our new TSP course is live! Check out the Confident TSP Investing course at militarymoneymanual.com/tsp to learn all about the Thrift Savings Plan and strategies for growing your wealth while in the military. Use promo code "podcast24" for $50 off. Plus, for every course sold, we'll donate one course to an E-4 or below- for FREE! If you have a question you would like us to answer on the podcast, please reach out on instagram.com/militarymoneymanual or email podcast@militarymoneymanual.com. If you want to maximize your military paycheck, check out Spencer's 5 star rated book The Military Money Manual: A Practical Guide to Financial Freedom on Amazon or at shop.militarymoneymanual.com. I also offer a 100% free course on military travel hacking and getting annual fee waived credit cards, like The Platinum Card® from American Express, the American Express® Gold Card, and the Chase Sapphire Reserve® Card in my Ultimate Military Credit Cards Course at militarymoneymanual.com/umc3. Learn how to get your annual fees waived on premium credit cards from American Express in the Ultimate Military Credit Cards Course at militarymoneymanual.com/umc3. The Platinum Card® from American Express and the American Express® Gold Card waive the annual fee for active duty military servicemembers, including Guard and Reserve on active orders over 30 days. The annual fees on all personal Amex cards are also waived for military spouses married to active duty troops.

BiggerPockets Money Podcast
7 Maxed Out Credit Cards to Money Expert by Making a BIG Mental Shift

BiggerPockets Money Podcast

Play Episode Listen Later Jan 21, 2025 46:31


Are you building wealth but feel like you can never enjoy it? Do you struggle with money, fearing you carry the same poor financial habits as your parents? Whether you've got a lot of money or a little, many of us face the same mental financial challenges—anxiety, shame, and stress—but it doesn't have to stay this way. Today's guest is living proof that change is possible. After completely turning his financial life around, from maxed-out credit cards, a rock-bottom credit score, repossessions, and empty bank accounts, to achieving financial success, he now teaches others how to do the same. Steven Hughes, a money therapist, focuses on uncovering the financial beliefs shaped during childhood. Steven recognized that the negative money mindset affecting him in his youth also impacted countless others. To address this, he founded the non-profit “Know Money” to help people cultivate a stress-free, anxiety-free, and guilt-free perspective on money, empowering them to achieve true wealth—both mentally and financially. Do you feel like, even though you've got money, you're constantly worrying or unable to keep a cent in your bank account? Steven provides practical tools to help you finally break free from an unhealthy money mindset. In This Episode We Cover How to find the “root” of your money fears and address it once identified Why some people with extraordinary incomes struggle to save money Healthy vs. unhealthy financial emotions and ways to stop feeling guilty about success Tools to manage your emotions around money so you can truly enjoy your wealth The “family fund” that empowers you to give generously without being taken advantage of And So Much More! Links from the Show Mindy on BiggerPockets Scott on BiggerPockets Listen to All Your Favorite BiggerPockets Podcasts in One Place Join BiggerPockets for FREE Email Mindy: Mindy@biggerpockets.com Email Scott: Scott@biggerpockets.com BiggerPockets Money Facebook Group Steven's Website Steven's Affirmations Groove Money Land More Off-Market Deals with Crucial Property Owner Contact Information from DealMachine Grab Your Copy of “The Richest Man in Babylon (BiggerPockets Edition)" Find an Investor-Friendly Agent in Your Area How to Use Your Financial Fears to Build Wealth Better (00:00) Intro (01:13) 7 Maxed Out Credit Cards?! (05:56) Teaching Others to Avoid His Mistakes (07:34) Identifying Your Money "Root" (10:08) Getting Out of Debt (11:55) Financial Therapy (16:28) Mental Money Challenges (18:53) Healthy vs. Unhealthy Money Emotions (22:24) What to Do AFTER FIRE (25:46) Tools to Manage Money Emotions (32:34) Family Asking for Money? (38:34) Connect with Steven! Check out more resources from this show on BiggerPockets.com and https://www.biggerpockets.com/blog/money-600 Interested in learning more about today's sponsors or becoming a BiggerPockets partner yourself? Email advertise@biggerpockets.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Yo Quiero Dinero: A Personal Finance Podcast For the Modern Latina
What Is Financial Therapy (And Why You Need It) | Aja Evans | Aja Evans Counseling

Yo Quiero Dinero: A Personal Finance Podcast For the Modern Latina

Play Episode Listen Later Dec 16, 2024 44:26


Episode 301 features Aja Evans of Aja Evans Counseling. We're talking about what is financial therapy (and why you need it)! Listen now.In this conversation, Aja explore the critical relationship between mental health and financial well-being. We discuss the concept of financial therapy, the emotional struggles associated with money, and the importance of addressing these feelings to achieve financial empowerment.The conversation highlights common challenges faced by individuals, particularly in communities of color, and emphasizes the need for open discussions about money and mental health. Aja also shares her personal journey and insights into how financial therapy can help individuals navigate their financial emotions and build healthier relationships with money.For full episode show notes, visit here.Watch the full interview on our YouTube channel! Subscribe here.My new book is officially available to buy! Order Financially Lit! Today!Want our merch? Get yours here!Check out this YQD™ Sponsor:BetterHelp—Professional support when you need it, at a fraction of the cost of in-person therapy. Get 10% off your first month with our sponsor: https://betterhelp.com/dinero Become a member at https://plus.acast.com/s/YoQuieroDinero. Hosted on Acast. See acast.com/privacy for more information.

The Long View
Brad Klontz: What's Your Money Script?

The Long View

Play Episode Listen Later Dec 10, 2024 51:06


Our guest on the podcast today is author and financial psychologist, Dr. Brad Klontz. He's an Associate Professor of Practice at Creighton University's Heider College of Business. He's also co-founder of the Financial Psychology Institute and managing principal of Your Mental Wealth Advisors, a fee-only registered investment advisory.Brad is co-author or co-editor of nine books on the psychology of money, including his latest, Start Thinking Rich: 21 Harsh Truths to Take You From Broke to Financial Freedom, which he co-wrote with Adrian Brambila. He is a fellow of the American Psychological Association and a former President of the Hawaii Psychological Association. He was appointed to the CNBC Financial Advisor Council in 2023 and received the 2018 and 2021 Montgomery-Warschauer Awards from the Journal of Financial Planning, honoring the most outstanding contribution to the betterment of the financial planning profession. He received his Doctor of Psychology degree from Wright State University, his master's certificate in personal financial planning from Kansas State University, his master's in counseling and human resources development from South Dakota State University, and his bachelor's degree in psychology from Olivet Nazarene University. Brad is also a Certified Financial Planner professional.BackgroundBioStart Thinking Rich: 21 Harsh Truths to Take You From Broke to Financial Freedom, by Dr. Brad Klontz and Adrian BrambilaYour Mental Wealth AdvisorsMoney ScriptsYour Money Script“Money Beliefs and Financial Behaviors: Development of the Klontz Money Script Inventory,” by Bradley Klontz, Sonya Britt-Lutter, Jennifer Mentzer, and Ted Klontz, Journal of Financial Therapy, April 2011.“Identify and Understand Clients' Money Scripts: A Framework for Using the KMSI-R,” by Michelle Arpin Begina, Jessica Hickingbottom, Elaine Grogan Luttrull, Megan McCoy, and Bradley Klontz, Journal of Financial Planning, March 2018.Behavioral Finance“Untangling Behavioral Finance and the Psychology of Financial Planning,” by Brad Klontz, Journal of Financial Planning, January 2023.“Integrating Interpersonal Neurobiology Into Financial Planning: Practical Applications to Facilitate Well-Being,” by Brad Klontz, Journal of Financial Planning, May 2020.