Podcasts about financial therapy

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

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/   

 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.

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. 

Episode 35: Roth IRA conversions and financial therapy Any time the markets get a little extra wonky, questions come up about Roth IRA conversions. So, we sat down with Emily Millsap — a Certified Financial Planner® and Certified Exit Planning Advisor™ with our friends at Avantax — to talk through the details. Emily covered who should and shouldn't consider converting their traditional IRA, what to know about taxes, and how to avoid common mistakes. And just when we thought we were only discussing IRAs, things got real. Suddenly, we were talking about feelings behind money decisions and financial therapy, which is another super cool thing Emily is certified in. So, come for the technical knowledge about IRAs, and stay for how you feel about the dollars in that IRA. Listen in to learn more! What is the Medicare income-related monthly adjustment amount? Our wealth management services with Avantax Other Avantax podcasts GAAP Episode 025 – Meet Laura Gillen from Avantax GAAP Episode 007 – Actively Managed Portfolios AAP Episode 006 – What Exactly is a Fiduciary?

In this sobering yet grounding episode, Rick Kahler explores what it means to be a financial planner—and a human being—when the economic and social fundamentals we've long relied on begin to feel unstable. From tariffs and a declining dollar to fractured alliances and shifting client fears, Rick unpacks how historical echoes and present-day signals are asking us to lead differently. This isn't about panic—it's about presence. He offers a powerful blend of financial insight and emotional guidance, reminding listeners that amid uncertainty, leadership begins with calm, connection, and courageous honesty.A podcast that blends the nuts and bolts of financial advice with the emotions that drive making them.Rick Kahler, CFP®, CFT-I™, has helped people make better money decisions by integrating financial planning. He blends the nuts and bolts of financial advice with the emotions that drive making them and shares them on his financial therapy podcast.

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

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

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

Welcome to this week's episode of The Power Lounge. In today's conversation, Amy Vaughan engages with Khara Croswaite Brindle, a financial therapist transforming our understanding of money through the lens of the Enneagram. Khara brings her expertise in psychology and finance to uncover how our personality types shape our financial habits. Throughout the discussion, Khara shares strategies for moving from scarcity to abundance, explores the impact of financial trauma, and offers actionable insights for anyone aiming to enhance their financial mindset. Whether you're well-versed in the Enneagram or exploring it for the first time, this episode provides valuable perspectives to help you rethink and manage your finances effectively.Khara Croswaite Brindle, MA, LPC, ACS, CFT, is a licensed mental health and financial therapist based in Colorado. As a TEDx Speaker, author, and consultant, Khara specializes in assisting therapists and financial professionals in transforming challenges into opportunities through her consultations, courses, and supervision. Originally from the Pacific Northwest, she draws inspiration from outdoor walks and time spent near water. Outside of her professional endeavors, Khara enjoys spending quality time with her daughter, reading, and savoring gluten-free desserts with her family.Chapters:00:00 - Introductuion02:20 - Revolutionizing Financial Mindsets05:38 - "Exploring Financial Therapy Benefits"06:42 - Financial Therapy: Merging Money and Mental Health09:50 - Enneagram Nines' Financial Growth12:30 - Understanding Enneagram for Better Relationships18:27 - Money Scripts and Avoidance Beliefs22:08 - Enneagram's Impact on Behavior Patterns24:38 - Noble Poverty and Wealth Perception26:46 - Balancing Workplace Help and Boundaries30:55 - Stay Steady with Healthy Distractions32:15 - Mind-Body Connection in Therapy36:28 - "Overcoming Avoidance: Microdosing Exposure"41:21 - Choosing a Financial Therapist44:36 - Therapists: Creative Achievers and Money Views47:51 - Encouraging Self-Spending Conflict50:09 - "Aligning Spending with Joy"52:21 - Defining "Enough" for Entrepreneurs55:09 - "Disha Dyer: From College to White House"56:20 - OutroQuotes:"Align with your Enneagram type to shift from scarcity to abundance."- Khara Croswaite Brindle"Use your Enneagram type to transform your relationship with money."- Amy VaughanKey Takeaways:Introduction to EnneagramDebunking Financial TherapyUnique Money ScriptsRelational DynamicsCombat Noble PovertyFinancial Harmony and JoyEmbrace Financial TherapyCall to Action:Interested in exploring more about financial therapy or connecting with certified financial therapists, visit the Financial Therapy Association website and check out their directory athttps://financialtherapyassociation.org .Discover more about your Enneagram type, visithttps://www.truity.com or thehttps://www.enneagraminstitute.com for assessments.Connect with Khara Croswaite BrindleLinkedIn: https://www.linkedin.com/in/kharacroswaite/Website:https://croswaitecounselingpllc.com/Connect with the host Amy Vaughan:LinkedIn: http://linkedin.com/in/amypvaughanPodcast: https://www.togetherindigital.com/podcast/Learn more about Together Digital and consider joining the movement by visSupport the show

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/  

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

In this heartfelt conversation with Rachel Duncan, we dive into the often-unseen emotional connections we have with money, especially for creatives. Rachel, blending Financial Therapy and Art Psychotherapy, offers insights into how we can heal our money stories, shift our mindset, and find freedom in both our art and finances. From redefining the value of money to navigating the guilt of charging for sacred work, this episode is full of wisdom and practical steps to help you transform your relationship with money.About RachelRachel Duncan is a Financial Therapist and Art Psychotherapist based in Denver, Colorado. She started Money Healing Club, an online support group for financial healing, education, and community within a judgment-free space. As a Certified Financial Social Worker, Certified in Trauma of Money, and Certified Financial Therapist-1™ (Candidate), and a Graduate of Antioch University, Seattle, Rachel specializes in helping impulse spenders and money avoiders learn to trust themselves through a compassionate, creative and trauma informed program that is open to anyone who swims against the mainstream.Free email course on mindful spendingUse code DEARCREATIVEMINDfor 50% off your first month in the Club! About mePascale Côté is a creativity guide, artist, and writer who helps creatives meet, understand, and express themselves by guiding them to work *with* their (creative, complex, unconventional) nature instead of against it. She helps artists, visionaries, disruptors and earth stewards break free from the vortex of overthinking and move forward with their bold, rebellious ideas. Her work challenges conventional norms, inviting creatives to explore what's possible when they release outdated narratives and embrace their true, authentic expression. Pascale believes that art is a powerful vehicle for both individual and collective change when it's grounded in truth—created outside the rigid systems that stifle our creative spirit.About the podcastCreative minds are the architects of a new world, and their art holds the keys to reimagining our reality. The challenge is, creative minds often spend just as much time crafting self-limiting narratives as they do creating their art. Dear Creative Mind is a space for creative liberation—a pathway out of the cycle of overthinking, burnout, and stagnation. This podcast is for artists & creative entrepreneurs where Pascale, creativity guide, shares grounding meditations, gentle coaching guidance and heartfelt conversations with inspiring artists. The podcast explores the real challenges that come with being creative—overthinking, self-doubt, burnout—and how to navigate them while staying true to our vision.Get support for your creative mind⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠1:1 support for creatives⁠⁠⁠New: email guidance⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Free tool: The Creative Confidence Toolkit⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Book a free clarity call⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Join community events⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Receive the monthly prompts⁠ on Substack⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Explore the full website⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Find me on Instagram⁠ A special thank you to ⁠⁠⁠Alexandra Moreno⁠⁠⁠ for the original music of the podcast.

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.

Ever wondered why it can be so difficult to change your financial habits? In this episode of Making Cents of Money, join our hosts and special guest, Emily Harmon, Illinois Extension Family Life Educator, as they delve into the Transtheoretical Model to help explain why behavior change relating to finances can be challenging. Show Notes Links: Ep. 23, Money Personalities & Financial Well-being: https://blogs.uofi.uillinois.edu/view/7550/303401558 Illinois Extension. All My Money, What's Important to Me? Activity. https://extension.illinois.edu/sites/default/files/all_my_money_values_activity.pdf Money Harmony Personalities Quiz by Olivia Mellan: https://moneyharmony.com/moneyharmony-quiz/ Klontz Money Scripts Inventory (KMSI-R): https://www.bradklontz.com/moneyscriptstest Publications on the Klontz Money Scripts Inventory: 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), 1. Klontz, B., Britt, S. L., Archuleta, K. L., & Klontz, T. (2012). Disordered money behaviors: Development of the Klontz money behavior inventory. Journal of Financial Therapy, 3(1), 2. Taylor, C. D., Klontz, B., & Britt, S. L. (2016). Reliability and convergent validity of the Klontz Money Script Inventory-revised (KMSI-R). Journal of Financial therapy, 6(2), 2.

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.

As I say in the Business by Nature podcast introduction, when the world is telling us to do business one way, what happens when we do it our own way?  If you've ever said: I'm sh*t with money. I've always been bad with money. I'm a failure. I can't do this right. I can't talk to my parents about money anymore. I ought to be better at this, and it terrifies me. I feel like I should be in a better financial place than I am. I actively avoid my money, or I flat out forget about it. My parents have bailed me out more times than I care to admit. Tune into this episode to understand what's ADHD, what's culture, and what's generational differences and all the different intersections that play out. Duncan has a similar way of thinking. She says, “You haven't done the rest of life the way everyone else does it, so why would you do money and business the way everyone else is doing it?” Rachel runs the Money Healing Club, which she dubs “the softest place to land in personal finance.” She used to try to separate her two life passions of Financial Therapy and Art Psychotherapy, but as clients found her, she realized the two weave together for deep money healing that ripples out beyond personal finance. Art is healing, and it's a powerful way to move through blocks without linear pushing. If you've ever said: I'm sh*t with money. I've always been bad with money. I'm a failure. I can't do this right. I can't talk to my parents about money anymore. I ought to be better at this, and it terrifies me. I feel like I should be in a better financial place than I am. I actively avoid my money, or I flat out forget about it. My parents have bailed me out more times than I care to admit. Tune into this episode to understand what's ADHD, what's culture, and what's generational differences and all the different intersections that play out. Rachel shares some of the financial support systems, tools and methods she uses with neurodiverse members of her community. She finds that these tools are universally helpful for money healing. Budgets and spreadsheets are typical financial tools, but the methods she employs are approaches such as: Landing softly Being welcomed Creating a judgement free space Joining a friendly community Having a group experience with folks working through similar challenges Body doubling All of these calm and support the nervous system so deep healing can begin. From that space there's an opportunity to connect with values.  If you're not just trying to keep yourself out of the red but actually want your money and your spending to mean something, tune in to this latest episode of the Business by Nature podcast. You'll come away with a deeper understanding of the neuroscience at play in your brain so you can circumnavigate the urge to impulse shop as well as the crash state that weakens resolve. Rachel Duncan is a Financial Therapist and Art Therapist. She helps people who impulse spend and avoid money regain their confidence and knowledge about finances. She works 1:1, hosts a community, and runs group intensives. You can find her at moneyhealingclub.com and on Instagram @moneyhealingclub.  For listeners of the Business by Nature podcast, she has two special offers: A free Mindful Spending Challenge email course: https://moneyhealingclub.com/challenge 50% off your first month in the Money Healing Club with the code BIZBYNATURE There's no commitment required to join the club, and you can cancel anytime. Rachel runs several short get togethers in the club each week, including Money Dates and all facets of Financial Therapy. Rachel took the Force of Nature quiz and found out she's a River. This makes total sense given how she weaves together her skills into one holistic package. To find out your Force of Nature and receive a User Manual filled with business tips for your unique type, go to forceofnaturequiz.com.  

Making Cents of Money: Episode 99 – Financial Socialization: https://soundcloud.com/idfpr/episode-99-financial-socialization?utm_source=clipboard&utm_campaign=wtshare&utm_medium=widget&utm_content=https%253A%252F%252Fsoundcloud.com%252Fidfpr%252Fepisode-99-financial-socialization Making Cents of Money: Episode 94 – Cost of Living: https://soundcloud.com/idfpr/episode-94-cost-of-living?utm_source=clipboard&utm_campaign=wtshare&utm_medium=widget&utm_content=https%253A%252F%252Fsoundcloud.com%252Fidfpr%252Fepisode-94-cost-of-living Klontz Money Scripts Quiz: https://www.bradklontz.com/moneyscriptstest Get Saavy Webinar: Budget Hacks: https://www.youtube.com/watch?v=X2p09ddcB4Q FTC Fraud Report: https://reportfraud.ftc.gov FBI Internet Crime Complaint Center: https://www.ic3.gov Christy, K., Welter, T., Dundon, K., Valandra, & Bruce, A. (2022). Economic Abuse: A Subtle but Common Form of Power and Control. Journal of Interpersonal Violence, 37(1–2), NP473–NP499. https://doi.org/10.1177/0886260520916264 Eickmeyer, K. J., Manning, W. D., Longmore, M. A., & Giordano, P. C. (2023). Exploring the Married-Cohabiting Income Pooling Gap Among Young Adults. Journal of Family and Economic Issues, 44(4), 990–1006. https://doi.org/10.1007/s10834-023-09885-0 Granados, W. (2025, January 28). NRF survey: Valentine's day spending reaches record $27.5 billion. NRF National Retail Federation. https://nrf.com/media-center/press-releases/nrf-survey-valentine-s-day-spending-reaches-record-27-5-billion 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). https://doi.org/10.4148/jft.v2i1.451 Koochel, E. E., Markham, M. S., Crawford, D. W., & Archuleta, K. L. (2020). Financial Transparency Scale: Its Development and Potential Uses. Journal of Financial Counseling and Planning, 31(1), 14–27. https://doi.org/10.1891/JFCP-18-00009 Li, X., Khan, M. A., Xiao, J. J., & Kong, D. (2024). Actions for solutions: Financial behaviors, power (im)balance, and economic abuse among Chinese young adults in non-marital cohabitation. Journal of Social and Personal Relationships, 41(6), 1554–1576. https://doi.org/10.1177/02654075241227125 Olson, J. G., & Rick, S. I. (2023). Subjective Knowledge Differences within Couples Predict Influence over Shared Financial Decisions. Journal of the Association for Consumer Research, 8(4), 378–389. https://doi.org/10.1086/726430 Romo, L. K. (2015). An Examination of How People in Romantic Relationships Use Communication to Manage Financial Uncertainty. Journal of Applied Communication Research, 43(3), 315–335. https://doi.org/10.1080/00909882.2015.1052831 Romo, L. K., & Abetz, J. S. (2016). Money as Relational Struggle: Communicatively Negotiating Cultural Discourses in Romantic Relationships. Communication Studies, 67(1), 94–110. https://doi.org/10.1080/10510974.2015.1121158 Totenhagen, C. J., Wilmarth, M. J., Serido, J., Curran, M. A., & Shim, S. (2019). Pathways from Financial Knowledge to Relationship Satisfaction: The Roles of Financial Behaviors, Perceived Shared Financial Values with the Romantic Partner, and Debt. Journal of Family and Economic Issues, 40(3), 423–437. https://doi.org/10.1007/s10834-019-09611-9

In this episode, Dr. Preston Cherry explores financial harmony, guiding listeners from financial anxiety to alignment by connecting money decisions with personal values.With 60% of Americans experiencing financial anxiety, Dr. Cherry presents a framework to help individuals and households align their finances with life goals. The episode also introduces the 6A alignment system, offering actionable steps for financial clarity. Dr. Cherry also delves into financial therapy, emphasizing the emotional and psychological aspects of money. By addressing money avoidance and using strategies like journaling and self-audits, listeners can reduce stress, achieve financial confidence, and create a fulfilling life.Key Points:• Definition of Financial Harmony• Impact of Misalignment• The 6A Alignment System• Financial Therapy• Practical Tips for Financial HarmonyWant to learn more? Connect with us below!Stay informed and inspired! Join our FREE wealth & well-being newsletterDo you want confidence & clarity? Check out our award-winning wealth advice servicesGrab Your Copy of Dr. Cherry's book ‘Wealth In The Key of Life'Information on the Life Money Balance Podcast is for educational purposes only, not financial advice. Review our disclosures: https://www.concurrentfp.com/disclosures/

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

Send us a textOn the latest episode of The Get Ready Money Podcast, I spoke with Cara Macksoud, CEO of Money Habitudes about changing the way we think about money and financial behavior.In this episode we discussed:Maximizing your joy with you what you to have.Money decisions under pressure can be more expensive.Take the time to commit to learning something about money. Have money conversations openly and non-judgmentally.Money decisions under pressure can be more expensive. Cara Macksoud, FBS® is the CEO of Money Habitudes. After a 15-year career as a trader on Wall Street and serving as the Chief Financial Officer for a nonprofit organization in New York City, Cara transitioned into the behavioral finance space. She earned a Graduate Certificate in Financial Therapy from Kansas State University and holds a Bachelor of Science in Finance from the NYU Stern School of Business. She is a Certified Financial Behavior Specialist® and a member of the Financial Therapy Association, where she serves on the board as the Chair of Student Engagement. Additionally, she is a member of the Association of Financial Counseling and Planning Education (AFCPE) and is an Accredited Financial Counselor (AFC) candidate.Connect with Cara Macksoud:Website: www.moneyhabitudes.comLinkedIn: https://www.linkedin.com/in/caramacksoud/Mentioned this episode:The Tony Steuer Podcast with Ben Miller: Money Equals Time (here).Predictably Irrational, Revised and Expanded Edition: The Hidden Forces That Shape Our Decisions by Dr. Dan Ariely (Amazon)Dollars and Sense: How We Misthink Money and How to Spend Smarter by Dr. Dan Ariely (Amazon) Support the showThe Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.

Financial therapist and writer Vicky Reynal on how creatives can better understand our belief systems around money and what tools we can turn to when making hard decisions around money. *ABOUT VICKY REYNALVicky Reynal is a psychotherapist, and runs her own clinic in London specialising in financial therapy. She has a weekly column in the Daily Mail answering reader's money dilemmas. Her book "Money on Your Mind: the Psychology behind your Financial Habits" won the MAIA Best Book Award in 2024. *RESOURCES & LINKS

SYNOPSIS:In this episode, Ali Mezey dives into an enlightening conversation with financial therapist Bari Tessler. Bari, a pioneer in the financial therapy field with a master's degree in somatic psychology from Naropa University, shares her unique somatic-based financial therapy methodology.  Bari highlights the importance of integrating body awareness with financial literacy and exploring how emotions play a major role in our money decisions. She details the development of her three-phase approach: money healing, money practices, and money maps. The episode is filled with stories and practical tips about body check-ins, overcoming under earning, and learning to have empowered money conversations. To be an angel to the podcast, click hereTo read more about the podcast, click hereMORE ALI MEZEY:Website:  www.alimezey.comPersonal Geometry® and the Magic of Mat Work Course information:www.alimezey.com/personal-geometry-foundationsTransgenerational Healing Films: www.constellationarts.comAli's short description of Constellation Work: https://studio.youtube.com/video/ADAHZWOzRDM/editMORE BARI TESSLER:Website: www.baritessler.com Facebook: Bari Tessler Lindin Instagram: @baritessler Bio:Hi, I'm Bari Tessler, a financial therapist and a pioneer in the financial therapy field. I have a Masters degree in Somatic Psychology from Naropa University, 1998, and ran a bookkeeping business for therapists and artists. In 2001, I merged all my training and created a somatic-based Financial Therapy methodology that I've been teaching via my Art of Money program and a Mentor Program. I am also the Author of The Art of Money: A Life-Changing Guide to Financial Happiness and The Art of Money Workbook. In my group programs and private financial therapy, I've guided thousands of people to bring healing, un-shaming, and empowerment to our money relationships and all that it touches. I live in Boulder, Colorado with my husband, son, many cats + large puppy.OTHER RESOURCES, LINKS AND INSPIRATIONS:Fight, Flight, Freeze and Fawn are common trauma responses that reveal how the nervous system reacts to stress or danger. In this episode, we explore these instinctive behaviors and their impact on emotional regulation, decision-making, and relationships.The four trauma responses most commonly recognized are: Fight – when we believe that if we are able to maintain power over the threat, we will gain control. This can look like physical fights, yelling, physical aggression, throwing things, and property destruction. It can also look like balling your hands into fists, feeling a knot in your stomach, crying, being argumentative, or experiencing a tight jaw.Flight – when we believe that if we are able to escape the threat and avoid conflict, then we will not be harmed. This can look like running away and avoiding interactions with others," notes Moronu. To avoid uncomfortable feelings, you may escape the situation by staying busy or fleeing for the exit whenever things get tough. Freeze – it might look like being at a loss for words, retreating into your mind, having a hard time breaking out and being present, sleeping, dissociating/spacing out, and going emotionally or physically numb.”Fawn – people-pleasing and engaging in pacifying behaviors. It's characterized by prioritizing people above all else by doing whatever they want to diffuse conflict and receive their approval. It seems good to be well liked and defer to others to secure safety, but not when it's at the cost of losing yourself. It can reach a point where you abandon yourself and your needs by merging so thoroughly with others.“Fight, Flight, Freeze, Fawn: Examining The 4 Trauma Responses” – Julie NguyenTamara SlaytonPeter LevinePersonal Geometry and Family Constellation Work The Big Leap by Gay HendricksSo Barbara Stanny Overcoming Under Earning Mikelann ValterraENCOURAGE US!: Donate $5 THE WIND BENEATH OUR WINGS. DONATE $25+Sharing is free! And so is rating us! These are also incredibly helpful ways you can support us in sharing this transformative information. Thank you, Bari!

Join Rick, a pioneer in financial therapy, as he explores the promising horizon for this evolving field. This episode delves into the integration of the Internal Family Systems (IFS) model, a transformative approach to understanding the emotional 'parts' influencing financial behavior, and the role of AI in reshaping therapeutic practices while keeping the human connection at the forefront. Richard also discusses the challenges of scalability, clinical boundaries, and public recognition, along with what's ahead for the CFT™ certification, including heightened standards and interdisciplinary growth. Discover how financial therapy is poised to address deep-rooted financial trauma and support diverse communities while adapting to a future of increased demand and technological advancements.A podcast that blends the nuts and bolts of financial advice with the emotions that drive making them.Rick Kahler, CFP®, CFT-I™, has helped people make better money decisions by integrating financial planning. He blends the nuts and bolts of financial advice with the emotions that drive making them and shares them on his financial therapy podcast.

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.

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.

Financial planning isn't just about numbers; it's about understanding the behavioral aspects that come into play.Welcome to this exciting episode of the Healthy Love and Money Podcast, where our host, Ed Coambs, introduces Mary Lou Daly as a new addition to the team. With over 15 years of experience in technical financial planning and accounting, Mary Lou brings a wealth of knowledge to the table. She joins the podcast today to explore the intersection of financial planning and psychology, highlighting how communication plays a crucial role in managing wealth, especially for couples. Together, Ed and Mary Lou aim to assist individuals who are navigating the complexities of wealth accumulation and financial anxieties by merging technical expertise with an understanding of client psychology.They discuss the intricate dynamics of money conversations within relationships and their impact on marital satisfaction. The episode underscores the importance of personalized approaches to financial planning, tailored to individual and couple dynamics. The conversation also sheds light on the challenges couples face, from minor irritations to significant control issues, and the crucial role of financial therapy in bridging the gap between sound financial advice and practical implementation.Listen in as Ed and Mary Lou explore the importance of balancing present and future financial planning, and how envisioning our future selves can motivate effective financial preparation. They discuss the complexities of financial upbringing, family dynamics, and the emotional flashpoints that shape our financial beliefs and behaviors. Mary Lou's enthusiasm and expertise are the perfect addition to the Healthy Love and Money team!Key Topics:Financial Intimacy and Communication Challenges (00:00)Initial Impressions and Financial Planning Approach (02:20)Challenges of Financial Communication in Marriage (06:31)Financial Planning Tools and Techniques (11:25)Behavioral Financial Planning and Financial Therapy (19:51)The Role of Financial Planners and CPAs (21:53)Financial Planning for Different Life Stages (22:08)The Impact of Financial Planning on Relationships (22:25)The Importance of Financial Education and Awareness (28:24)Final Thoughts and Excitement for the Future of the Healthy Love and Money Team! (45:19)Connect With Healthy Love and Money: Schedule your free 30-minute Discovery Call About Therapy-Informed Financial Planning™. Learn about your money and attachment style with this short Attachment Style Quiz. Buy the Double Award Winning Book: The Healthy Love and Money Way. Hit Follow on Your Favorite Podcast Player To Get the Latest Episodes.

Financial therapy is a deeply personal journey that uncovers the emotional patterns behind your financial decisions. By exploring your childhood money beliefs and addressing emotional blocks like fear or trauma, you'll gain insight into the unconscious behaviors that may be holding you back. Using tools like money script exercises, journaling, and mindfulness, you can reshape your relationship with money. The process includes developing a customized financial plan rooted in emotional awareness, working through family dynamics, and healing past financial traumas. It's a transformative approach, focusing not just on numbers, but on achieving true emotional and financial well-being.A podcast that blends the nuts and bolts of financial advice with the emotions that drive making them.Rick Kahler, CFP®, CFT-I™, has helped people make better money decisions by integrating financial planning. He blends the nuts and bolts of financial advice with the emotions that drive making them and shares them on his financial therapy podcast.

“Emotions drive money decisions all day, every day. If we can normalize that for clients and listeners, it resonates deeply for a lot of us.”Step into the world of financial therapy with our host, Ed Coambs, and Khara Croswaite Brindle, a leading voice in this rapidly growing field. Khara uncovers the emotional undercurrents that shape our financial decisions, urging us to recognize and embrace the "gray" areas where logic often takes a backseat to emotions. Through insights into frameworks like the Enneagram and attachment theory, Ed and Khara explore how understanding our emotional responses can lead to better money management and financial intimacy.Ed and Khara dig into how money influences everyday decisions, from the mundane to the monumental. Khara shares personal anecdotes that illustrate the complex dance between perceived value and actual quality, especially in the context of therapy and professional services. They also tackle the often tricky territory of setting professional rates, reminding us that the price tag isn't always an indicator of quality, and how financial therapy can aid in untangling these nuanced threads.Their discussion also shines a light on the personal journey therapists must embark on to serve their clients more effectively. Khara emphasizes the importance of self-awareness and supervision in maintaining a balanced therapeutic stance. To help listeners on their path to financial well-being, she introduces a practical workbook designed to guide you through the complexities of your own financial beliefs. Let's challenge those preconceived notions about wealth and nurture healthier financial mindsets together.Key Topics:The Role of Emotions in Financial Decisions (00:00)The Impact of Financial Therapy (08:10)The Importance of Values in Financial Decisions (12:41)The Framework of Financial Therapy (15:25)Emotional Neutrality in Financial Decisions (36:19)The Impact of Media and Cultural Influences on Financial Beliefs (38:38)Practical Tools and Resources for Financial Therapy (44:46)Final Thoughts and Advice for Listeners (46:23)Resources:Croswaite Counseling PLLCConnect With Healthy Love and Money: Schedule your free 30-minute Discovery Call About Therapy-Informed Financial Planning™. Learn about your money and attachment style with this short Attachment Style Quiz. Buy the Double Award Winning Book: The Healthy Love and Money Way. Hit Follow on Your Favorite Podcast Player To Get the Latest Episodes.

Episode 69: Our relationship with money is often influenced by personal experiences, cultural upbringing, and deeply rooted beliefs. These invisible drivers shape our financial habits, decision-making, and overall well-being. Financial therapists understand that money decisions aren't just about numbers and logic—they're about people. By recognizing clients' emotional and psychological responses to money, financial therapists create holistic plans that align with each person's values and goals. In this episode, Kyle Van Pelt talks with Emily Millsap, Manager of Financial Planning at Avantax Wealth Management. Early in her financial services career, Emily discovered her passion for behavioral finance and how our core money beliefs are deeply rooted in our generational wealth stories and personal experiences. Kyle and Emily talk about financial therapy and its role in holistic planning. They discuss the key differences between traditional financial advice and financial therapy and how a holistic approach can lead to more effective and sustainable outcomes. Emily also shares the process of managing a centralized planning desk and future trends in the industry. In this episode: [02:41] - Emily's money moment [05:10] - What is financial therapy? [08:09] - Differences between financial therapy and financial advice [11:37] - What it takes to run a successful centralized planning desk [13:35] - Bringing together financial therapy and holistic planning [19:41] - Integrating tax planning into financial therapy [22:52] - Keeping up-to-date with holistic planning [24:47] - Future trends in financial planning [27:23] - Milemarker Minute Key Takeaways Financial therapy is a holistic approach to financial planning that considers both the emotional and logical aspects of money management. Understanding clients' emotional responses to financial decisions is essential for providing effective advice. A centralized planning desk streamlines the process for advisors and clients, allowing for a more efficient and effective approach. Emerging trends in the industry include the growing importance of holistic planning, the increasing role of women in wealth management, and the need to navigate the growing availability of financial information. Quotes [08:18] - "Most of us in this industry are problem solvers and solution bringers. But I think we have to get to a point where we humanize financial planning in many ways. And it's not just about getting to the solution but answering the question for the client." ~ Emily Millsap [23:27] - "If we continue to silo our financial lives, which is a very important part of our lives, how do we know the different pieces are working together and that we've got the best pieces in place? I would love to get to a point where this doesn't have to be a question anymore because everyone is doing holistic [planning]." ~ Emily Millsap [24:28] - "If we stay as a team and keep learning as a foundational part of our culture and what we do together, then we will be better positioned to stay on top and continue building an environment where it's okay for any one team member to not know something at any point." ~ Emily Millsap Links  Emily Millsap on LinkedIn Avantax eMoney Advisor MoneyGuidePro RightCapital Think Again Connect with our hosts Milemarker.co Kyle on LinkedIn Jud on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify YouTube Produce game-changing content with Turncast Turncast helps your company grow by producing top-quality content and fostering transformative conversations. We specialize in content generation, podcasting, digital strategy, and audience growth for fintech and financial services companies. Learn more at Turncast.com.

We sat down with Dr. Shay Harris-Pierre, a certified Financial Therapist and consultant with a Master's degree in Marriage and Family Therapy, and a PhD in Counselor Education and Supervision. Dr. Shay's work focuses on supporting advisors in strengthening their relationships with their clients and integrating interior finance concepts into their practices. She helps advisors work through generational family dynamics to have productive conversations, and to help people find the motivation to get past their money mindset

In our first podcast episode, 183 episodes ago, we introduced financial therapy as a groundbreaking blend of emotional insight and financial strategy. But has the field evolved since then? In this multi-part series, we revisit the core principles of financial therapy and explore how the practice has changed—and how it hasn't. From the rise of new tools and research to shifts in client needs and industry challenges, we'll examine what's stayed constant and what innovations have pushed the field forward. Whether you're new to financial therapy or have been following along since the beginning, this series will offer fresh insights into how financial therapy continues to transform the way we think about money, emotions, and well-being.A podcast that blends the nuts and bolts of financial advice with the emotions that drive making them.Rick Kahler, CFP®, CFT-I™, has helped people make better money decisions by integrating financial planning. He blends the nuts and bolts of financial advice with the emotions that drive making them and shares them on his financial therapy podcast.

Lindsey Konchar made a daring pivot during the pandemic, turning her expertise as a licensed therapist into a specialized focus on financial therapy. Inspired by her own challenges with motherhood and postpartum experiences, Lindsey's journey is one of resilience and rediscovering passion. As a guest on our podcast, she shares how she overcame personal obstacles to follow her intuition, leading her to write a book and launch her entrepreneurial path. Lindsay's story highlights the often-overlooked emotional aspects of financial decisions and the critical role of emotional support in achieving financial wellness.Our conversation uncovers the intricate dance between money and emotions, drawing connections between upbringing, ingrained behaviors, and financial choices. We emphasize the necessity of open communication about money within relationships and the impact of social media on spending habits. Lindsey and I discuss why parents frequently overspend on their children and stress the importance of viewing personal and business finances as interconnected parts of a larger financial strategy. Together, we advocate for a holistic approach to financial planning that considers both emotional and practical elements.Building healthy financial habits within a family is another focus of the episode. Regular "money dates" for partners can bridge understanding gaps, while involving children in financial discussions can set the foundation for lifelong money management skills. Lindsey's personal anecdotes illustrate how even siblings raised in the same environment can develop distinct financial personalities. We conclude with reflections on intentional living and resisting impulse purchases, offering listeners practical insights to apply to their personal and financial goals. Join us on this enlightening journey, and remember to support the podcast by leaving a five-star review and sharing it with friends.Resources:Lindsey's Websites: https://copingwithlindsey.com/ Camille's Website: https://camillewalker.co/call-me-ceo-podcast/Connect with Lindsey:Instagram: https://www.instagram.com/financialtherapistlindsey/ Connect with Camille: Follow Camille on Instagram: www.instagram.com/CamilleWalker.coFollow Call Me CEO on Instagram: www.instagram.com/callmeceopodcast

Ever wondered why clients resist making financial decisions during life's biggest changes?By focusing on change management and behavioral finance strategies.Erin Wood, Senior Vice President of Financial Planning at Carson Group, joins Ana Trujillo Limón, Director, Editorial, to explore how financial advisors can support clients during major life events. Drawing on Bruce Feiler's concepts of "flashbulb moments" and "life quakes," Erin shares actionable steps for incorporating empathy and structure into planning.Listeners will learn how to apply behavioral finance insights, overcome decision paralysis, and enhance client outcomes through strategic environment adjustments and refined financial approaches.Erin discusses:How change management principles help advisors guide clients through career changes, loss, and other significant life eventsThe influence of "flashbulb moments" and "life quakes" on financial behaviors, and how advisors can navigate these pivotal experiences using Bruce Feiler's frameworkThe five stages of change—pre-contemplation, contemplation, preparation, action, and maintenance—and how to support clients through each stage, especially when partners are at different phasesCommon behavioral biases, including money avoidance, money worship, and money vigilance, and tools like the "postcard exercise" to uncover clients' financial prioritiesEffective methods for overcoming decision paralysis to help clients move past indecision, address biases, and achieve aligned financial goalsHow small changes in the environment, inspired by Dr. Wendy De La Rosa's insights, can enhance financial discipline, such as pairing budgeting with rewardsThe importance of continuous learning in behavioral finance, with recommendations for certifications like the Behavioral Financial Advisor (BFA) for practical applicationAnd much more!Resources:Bruce FeilerEp. 254: Understanding Behavioral Finance to Improve Client Outcomes with Dr. Wendy De La RosaConnect with Ana Trujillo Limón: Carson Group LLCLinkedIn: Ana Trujillo LimónConnect with Erin Wood:LinkedIn: Erin Wood, CFP®, CRPC®, FBS®Sweet Financial PartnersCarson WealthAbout Our Guest: Erin Wood is an experienced financial planning professional with a focus on behavioral finance and change management. She helps clients and advisors navigate the complexities of life transitions by integrating empathy and evidence-based strategies into financial planning. Erin is passionate about continuous education and practical applications of behavioral finance to create more meaningful client relationships.Send us your questions, we'd love to hear from you! Email us at framework@carsongroup.com.

Our host, Ed Coambs sits down with fellow Financial Therapist Jillian Knight of Her Financial Therapy to talk about her eye-opening journey to financial freedom. The challenges she faced on her road to being debt-free offer a ton of insights into the power of open communication between spouses and the dark truth about mainstream money management programs."Navigating student loans without a financial roadmap was daunting, but it ultimately led me to discover the transformative power of combining therapy with financial guidance."As with many people, Jillian's financial awakening began when she realized the gravity of her student loan burden and her lack of financial education after getting married. With nowhere to go but up, she talks about how she fought through the sense of isolation and overwhelm she felt while paying down her debt, with the guidance of financial expert Dave Ramsey."Rigid financial systems can impose moral judgments and hierarchies that hinder personal growth; recognizing these barriers is essential for fostering a healthier relationship with money."Over time, she and her husband became disillusioned with Ramsey and the shame-based culture prevalent in many similar overly rigid financial programs."Evolving social dynamics, like the pandemic and movements for racial justice, have reshaped my approach to money management, underscoring the need to balance financial goals with self-care and emotional health."But it was really when significant recent events, particularly the pandemic and the Black Lives Matter movement, that led Jillian and her husband to break away entirely from Dave Ramsey and chart their own road to being debt-free–a road that values tolerance and flexibility above all else.She hopes that her unique path to redefining financial therapy inspires others to walk their own journey with intention and empathy!Key Topics:From Performing Arts to Financial Therapy (03:07)Why Most People Don't Realize How Extensive Their Student Loans Are (08:30)Spending Dynamics in the Household (10:12)Why the Saver/Spender Stereotypes Are Harmful (15:14)The Danger of Rigid Financial Programs (21:43)Resources:Her Financial TherapyConnect With Healthy Love and Money: Schedule your free 30-minute Discovery Call About Therapy-Informed Financial Planning™. Learn about your money and attachment style with this short Attachment Style Quiz. Buy the Double Award Winning Book: The Healthy Love and Money Way. Hit Follow on Your Favorite Podcast Player To Get the Latest Episodes.

Erika Wasserman, Your Financial Therapist, is shifting the narrative around money and using those sometimes-tough conversations to build deeper trust and better communication with your partner and tackling the tricky financial situations singles often find themselves in while dating. Our Dear Damona question this week is: I have social anxiety. Do I need to focus on making more friends before pursuing a romantic relationship? Ready to break free of your dating loops? Get Damona's signature online program, The Dating Accelerator at 10% off (for limited time only) using the code PODCAST10: DamonaHoffman.com/program Only 2 spots remain for the VIP one-on-one coaching program this year. Serious applicants should book an assessment call ASAP with our head of coaching programs: DamonaHoffman.com/introcall Submit your questions on any of the socials @DamonaHoffman or by visiting DamonaHoffman.com TIMESTAMPS Introduction to Relationship Stress (00:00:00) Host's Opening Remarks (00:00:14) Introduction of Erika Wasserman (00:02:26) Erika's Journey to Financial Therapy (00:03:19) Dating and Financial Transparency (00:04:08) Challenges of Financial Conversations (00:09:15) Gamifying Financial Discussions (00:10:01) Reality of Debt in Dating (00:12:04) Understanding Debt and Relationships (00:14:46) Understanding Debt and Readiness to Date (00:15:46) Differentiating Rich and Wealthy (00:17:32) Wealth Beyond Money (00:19:51) Influence of Family Background on Money Beliefs (00:21:20) Communication About Money (00:22:40) Fear of Financial Loss in Relationships (00:23:25) Pricing Themselves Out of the Dating Pool (00:24:12) Contributions in Relationships (00:25:35) Navigating Different Financial Backgrounds (00:28:00) Frugality vs. Spending Comfort (00:32:01) Coupon Encounter (00:33:03) Financial Conversations (00:34:06) Creating Financial Intimacy (00:35:38) Side-by-Side Conversations (00:36:27) Vulnerability in Conversations (00:37:08) Joyful Spending (00:38:38) Unpopular Opinions (00:39:50) Divorce Edition Cards (00:40:24) Impact of Financial Relationships (00:40:55) Listener Question on Social Anxiety (00:42:00) Building Connections (00:44:38) Taking Baby Steps (00:47:39) Engaging with the Audience (00:48:42) Learn more about your ad choices. Visit megaphone.fm/adchoices

What is noble poverty, and is it impacting your financial decisions? In this episode, Linzy welcomes financial therapist and consultant Khara Croswaite Brindle to explore the concept of noble poverty—an underlying belief that can impact financial decisions, particularly within helping professions like therapy. Linzy and Khara discuss how therapists are often socialized to equate service with sacrifice, leading many to adopt a mindset that prioritizes scarcity over financial well-being.Together, Linzy and Khara examine the roots of noble poverty, its connections to gender, education, and the nonprofit world, and the impact it has on therapists' money mindsets. Khara offers valuable insights on how to identify this pattern and shares strategies for breaking free from noble poverty, empowering therapists to build a healthier, more abundant financial future.If you're ready to challenge limiting beliefs around money and embrace financial empowerment, don't miss this episode. Tune in for practical insights on breaking free from noble poverty.For a full transcript of the episode and much more, check out the blog post on our website! https://moneynutsandbolts.com/?p=15801To watch a video version of this, check it out on YouTube: https://youtu.be/WzPi8AkabXE Connect with KharaHave you ever wondered how your relationship with money impacts your success as a therapist and small business owner? Discover what Financial Therapy can bring to your life with Khara Croswaite Brindle:https://croswaitecounselingpllc.com/financial-therapyWant to work with Linzy?Check out the FREE masterclass, The 4 Step Framework to Getting Your Business Finances Totally in Order, where you'll learn the framework that has helped hundreds of therapists go from money confusion and shame to calm and confidence, as well as the three biggest financial mistakes that therapists make. At the end, you'll be invited to join Money Skills for Therapists and get Linzy's support in getting your finances finally working for you. Click here to find a masterclass time that works for you! https://moneynutsandbolts.com/masterclass-signup/ Mentioned in this episode:Try Mentaya for FreeToday's podcast is brought to you by Mentaya. Mentaya is a tool that allows American clients to easily claim their out-of-network benefits when they work with a therapist who does not take their insurance. Mentaya is here to help. Discover Mentaya with one month free access. Click the link and use the code “LINZY”. https://www.mentaya.com/?referrerId=linzy Try Mentaya for FreeWant to work with Linzy?Check out the FREE masterclass, The 4 Step Framework to Getting Your Business Finances Totally in Order, where you'll learn the framework that has helped hundreds of therapists go from money confusion and shame to calm and confidence, as well as the three biggest financial mistakes that therapists make. At the end, you'll be invited to join Money Skills for Therapists and get Linzy's support in getting your finances finally working for you. Click on the link to find a masterclass time that works for you! Register for...

Stay in touch and sign up for Paco's weekly email newsletter, The Nerdletter.  In this episode of Weird Finance, Paco talks to Aja Evans, a licensed mental health counselor specializing in financial therapy. Aja shares her personal journey of merging her background in counseling psychology with financial education, highlighting the importance of understanding the relationship between financial behaviors and self-esteem. The discussion delves into common financial struggles, the significance of open communication about money, and the challenges of setting boundaries in various cultural contexts. Aja also introduces her upcoming book, "Feel Good Finance," which aims to guide readers through understanding their personal financial psychology and managing their finances effectively. Aja Evans (@ajaetherapy) is a Licensed Mental Health Counselor, speaker, and author specializing in Financial Therapy. After going through her own financial awakening, Aja realized the connection between finances and mental health was deeper than she had been taught. Her debut book, Feel Good Finance due out December 3rd dives into the experiences so many of us have had and guides the reader in connecting their life experiences to how they behave with money. Aja has been featured in a variety of major news outlets including The New York Times, Business Insider, NerdWallet, Time, and Teen Vogue. Aja is on a mission to get more people engaged in living their best lives while attuning to their thoughts, feelings, and behaviors around money. The theme music was written and performed by Andrew Parker, Jenna Parker, and Paco de Leon.If you'd like to contact us about the show or ask Paco a question about finances, email us at weirdfinancepod (at) gmail.com or submit your questions here. We'd also love your listener feedback about the show; here's a short survey.

Are you losing sleep over money? If so, you're not the only one. Financial stress affects many women in midlife, whether navigating divorce, career changes, or planning for retirement. This is what I dive into in this Wellness Revolution episode with financial therapist Wendy Wright.  We discuss approaching our finances with "compassionate curiosity and zero judgment," and how we can break free from emotional cycles that keep us stuck. We also dive into practical advice on creating a financial plan aligned with your values, teaching kids about money without creating anxiety, and boosting your financial literacy.  Wendy Wright is a licensed Marriage and Family Therapist and Certified Financial Recovery Counselor based in Denver, Colorado, specializing in the emerging field of Financial Therapy. With a unique background combining business studies from Baylor University and a Masters in Marriage and Family Therapy, Wendy brings a holistic approach to helping clients navigate their financial challenges. Her personal experience of overcoming financial turmoil after a sudden divorce fuels her passion for guiding others to financial clarity and peace. As a member of the Financial Therapy Association, Wendy works with individuals, couples, families, and business owners to explore their relationship with money and overcome obstacles.  Thank you to our sponsors: Join Crush Life Boot Camp: https://products.ambershaw.com/crushlife Solluna: Use code 15AMBER and shop at mysolluna.com    Find more from Wendy Wright: Website: https://financialtherapysolutions.com/  Instagram: @financialtherapysolutions   Find more from Amber: Instagram: @msambershaw TikTok: @msambershaw Website: ambershaw.com    What We Discuss: 00:00 Empowering Women Through Financial Conversations 02:55 Understanding Money Mindset and Emotional Connections 06:05 Breaking the Good vs. Bad Money Dichotomy 09:06 Navigating Debt and Financial Anxiety 11:57 Essential Financial Habits for Midlife Women 15:13 The Importance of Knowing Your Financial Numbers 17:56 Creating a Financial Plan with Mindfulness 20:49 Teaching Kids About Money and Values 24:00 The Role of Financial Therapy in Life Transitions 26:55 Resources for Boosting Financial Literacy 30:05 Advice for Women Post-Divorce 33:00 Final Thoughts on Financial Empowerment  

Does money trigger all kinds of emotions for you? Whether it's your personal finances or business finances the reality is that it exists and money is part of our every day lives. So let's talk about the money honey!!Today, I sit down with Certified Financial Therapist, Erika Wasserman CFT-I. In this conversation, Erika shares her journey from a corporate career to becoming a certified financial therapist. She discusses the importance of understanding one's relationship with money, the emotional aspects tied to financial decisions, and the necessity of open communication about finances in relationships. Erika emphasizes the need for financial acumen for everyone and provides insights on how to navigate money conversations, especially in couples. The discussion highlights the transformative moments in financial therapy and the importance of storytelling to foster understanding around financial values.takeawaysErika's journey reflects the ups and downs of life.Financial therapy addresses emotional aspects of money.Open communication about finances is crucial in relationships.Understanding financial values can prevent conflicts.Everyone has a relationship with money that needs nurturing.Financial education should start early in life.Storytelling can help ease money conversations.Couples often have different financial backgrounds and values.It's important to be patient in finding your purpose.Aha moments in therapy can lead to significant breakthroughs.Erika Wasserman is CEO of Your Financial Therapist, which she founded in 2019. As a Certified Financial Therapist CFT-I™, a sought-after certification held by only 70 people in the world, she combines her education in finance and international economics with her passion for helping others, empowering individuals, couples, and companies to reshape the way they think about money.Erika is the creator of Let's Talk Finances Financial Wellness Conversation Cards which allows people to explore the topic of money with 50 thought provoking questions. Erika earned a Bachelor of Business Administration (BBA) degree from the University of Florida, as well as a graduate Certificate in Financial Therapy from Kansas State University.Register HERE for FREE Webinar: https://femininefounder.com/webinar More on ChilledVino HERE https://chilledvino.com/Support the showLINKS TO FREEBIES BELOW: WEEKLY NEWSLETTER where I share all the tips and tricks on how to grow your LinkedIn account HERE ABOUT THE HOST: Former Executive Recruiter turned LinkedIn Expert & Entrepreneur. I'm here to show you that you can do it too! I teach women how to start, grow and scale their personal brand and business on LinkedIn. In 2021 I launched ChilledVino, my patented wine product and in 2023 I launched The Feminine Founder Podcast. I live in South Carolina with my husband Gary and 2 Weimrarners, Zena & Zara. This podcast is a supportive and inclusive community where I interview and bring women together that are fellow entrepreneurs and workplace experts. We believe in sharing our stories, unpacking exactly how we did it and talking through the mindset shifts needed to achieve great things.Connect with me on LinkedIn HERE and follow the podcast page HERE IG @cpennington55 Buy ChilledVino HERE I'm so happy you are here!! Thanks for listening!!!

“In neuromarketing, those companies are smarter than we are. They know how to exploit this stuff, so now they know how to get us to do things. The more that we can understand that the better, and the more that we can understand our own decision-making, the better.”Curious about how your brain influences financial decisions? Our host Ed Coambs welcomes Dr. Oliver Schnusenberg, a pioneer in the fusion of neuroscience, behavioral finance, and financial therapy. From hospitality management to behavioral finance, Dr. Schnusenberg shares his intriguing journey and provides a fresh perspective on financial planning by emphasizing the importance of empathy and compassion, aiming to create a more holistic approach for clients.Ed and Dr. Schnusenberg also shed light on the power of neuroplasticity and its role in shaping financial behaviors. Discover how intentional changes in thoughts and actions can transform neural pathways over time. Inspired by the work of Joe Dispenza, they discuss practical grounding techniques and the necessity of repetition in therapy to cultivate new financial mindsets. The conversation challenges conventional financial planning, advocating for more personalized and effective strategies that adapt to the unique needs of each individual.They unravel the intricate connections between fear, addiction, and relationships, and how these factors can impact financial decisions. Dr. Schnusenberg delves into the concept of neuromarketing and its exploitation of the brain's reward systems, urging the importance of understanding these mechanisms. They also touch on the role of emotional availability in developmental growth, emphasizing the significance of human interaction and awareness in nurturing healthier relationships and decision-making. Tune in for an episode that promises to expand your understanding of the mind's influence on money and love.Key Topics:Understanding Decision-Making and Financial Therapy (00:00)Exploring Behavioral Finance and Neuroscience (03:23)Neuroplasticity and Financial Therapy (07:42)The Role of Neuroscience in Financial Therapy (14:20)Understanding Addiction and Marketing (20:07)Attachment Theory and Relationships (25:08)Neuroception and Theory of Mind (30:22)Wrap-Up and Call to Action (34:30)Resources:EquilibriaEvolution.comDr. Oliver Schnusenberg on LinkedInConnect With Healthy Love and Money: Schedule your free 30-minute Discovery Call About Therapy-Informed Financial Planning™. Learn about your money and attachment style with this short Attachment Style Quiz. Buy the Double Award Winning Book: The Healthy Love and Money Way. Hit Follow on Your Favorite Podcast Player To

Money stresses us out. Whether you're a small business owner or just trying to manage personal finances, it can feel like you're always juggling competing priorities. Should you be saving more? Investing in your business? Can you even afford to? Add in the weight of societal pressures, and it's easy to see why 73% of Americans rank finances as their top stressor. But what if getting clear on your money values (not just the numbers) could help relieve the stress and guide your financial decisions?   In this week's episode, hosts Dr. J.J. Peterson and April Sunshine Hawkins sit down with financial therapist Dr. Sonya Lutter, who combines financial planning with family therapy to show how aligning your finances with your core values can change the game. You'll learn why getting organized and understanding your true priorities helps reduce financial stress—both personally and in your business. Tune in for practical steps to align your financial decisions with your values and start making your money work for you!   --   CLARIFY YOUR MARKETING AND CREATE YOUR FREE BRANDSCRIPT: Storybrand.com/sb7   HIRE A STORYBRAND CERTIFIED GUIDE TO HELP CREATE THE MARKETING AND MESSAGING YOUR BUSINESS NEEDS TO GROW: MarketingMadeSimple.com   HELP US DELIVER EVEN MORE VALUE EACH WEEK BY COMPLETING OUR HERO MAKER SURVEY: StoryBrand.com/Survey   STORYBRAND INSTAGRAM: instagram.com/StoryBrand

What if your financial struggles are more about emotions than numbers? Linzy talks with Dr. Traci Williams, a financial therapist and clinical psychologist, to uncover how our feelings and beliefs about money impact our financial decisions. Together, Linzy and Traci explore what financial therapy is, why it's a growing field, and how it can help you understand the deeper emotional factors that drive your money habits.Dr. Williams shares examples from her practice and offers practical advice on how to start shifting your money mindset. Whether you're feeling stuck, overwhelmed, or simply curious about how to build a healthier relationship with money, this conversation will give you the insights and tools you need to take the first step.For a full transcript of the episode and much more, check out the blog post on our website! https://moneynutsandbolts.com/?p=15046 To watch a video version of this, check it out on YouTube: https://youtu.be/AQSBjtaHJnY Want to know The Secret to Getting Unstuck in Your Finances?Do you feel totally and completely stuck when it comes to managing your business finances? The problem is that your relationship with money needs to change… And I can help!If you're ready to shift your mindset and get rid of your negative beliefs and emotions around money, check out my free mini-training. The Secret to Getting Unstuck in Your Finances is a quick (and POWERFUL) first step to building a new relationship with money that is essential to getting your finances in order. Sign up here to get access today! https://moneynutsandbolts.com/gettingunstuck-registration/ Mentioned in this episode:Vote for Linzy for a Women in Podcasting AwardTo Support Linzy on the Women in Podcasting Awards: Step 1: Click on the link here and enter your information. Step 2: Choose “Vote for your Favorite Podcasts.” Step3: Please vote for me under the “Financial, Investing & Money Podcasts” category, and click “VOTE” at the bottom of the page. Thank you so much for your vote. Vote for Linzy for a Women in Podcasting AwardWant to Join the Workshop for Group Practice Owners? Register for my FREE workshop, How to Run a Successful Group Practice.How to Run a Successful Group Practice - without feeling overworked, underpaid and burnt out - Free WorkshopBack to School Flash SaleI'm thrilled to announce a special Back to School Flash Sale for my signature course, Money Skills for Therapists! This Flash sale is on NOW, until Thursday, September 12th at 9pm EST at a discount. This is your opportunity to transition from money confusion and stress to calm confidence, and finally feel at ease when you look at your numbers.Access the Back to School Flash Sale

"Financial infidelity is in the category of infidelity and the root of it is a hiding and a lying about the truth."   Join our hosts Stephanie McCullough and Kevin Gaines as they chat with Jess Bost, CFP at Lake Avenue Financial. She's spent over 15 years coaching people to get from where they are to where they want to be. It's a passion that finds its roots in her inspiring journey to overcome her own financial struggles.   For Jess, those struggles revolved around one of the toughest periods in her life: dealing with financial infidelity. Listen in as she opens up about the moment she discovered that her partner had been living a financial double-life–hiding mounting credit card debts, separate bank accounts, and loans that eventually led to their separation.   Jess reflects on how the shock of that revelation compelled her to take ownership of her finances, leading her down a path into the world of financial services and, thankfully, eventual reconciliation with her partner.   Through Jess's experiences, you'll learn why it's so important to get clear about your strengths and weaknesses around financial management, as well as, if applicable, those of your partner. Jess is a staunch advocate for no-nonsense, transparent dialogue between spouses, especially early on in the relationship.   By getting clear about each other's money management roles in marriage, you'll be able to nip financial infidelity in the bud!   Key Topics: Jess's Journey to Financial Services (3:56) Dealing with Her Partner's Financial Infidelity (12:36) What Makes a Great Financial Advisor? (19:01) Defining Financial Infidelity (24:17) Figuring Out Your Own and Your Partner's Ability to Manage Finances (35:20) Changing Mindsets and Beliefs Around Money through Financial Therapy (41:04) How to Deal with Financial Infidelity (44:07) Stephanie's and Kevin's Wrap-Up (49:26)   Resources: JessBost.com Jess Bost on LinkedIn Take Back Retirement #66: Transform Your Relationship with Money: Lessons from Bari Tessler   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.

On this week's “Wellness Wednesday,” we're looking at the fostering a healthy relationship with money. Lindsay Bryan-Podvin is a financial therapist, the founder of Mind Money Balance, and the author of “The Financial Anxiety Solution.” She breaks down our emotional connection to money, the importance of understanding one's early money messages, and overcoming negative money beliefs. See omnystudio.com/listener for privacy information.

This week on "Financial Planning: Explained”, host Michael Menninger, CFP and Kyle Ryan, CFP, ChFC welcome back Dr. Maggie Baker for the finale of this three-part series discussing Financial Therapy & Psychology. Dr. Maggie is a Licensed Psychologist and author of Crazy About Money at Baker & Baker Psychology/Psychiatry Associates. In this episode, Maggie, Mike, and Kyle discuss the concept of when to sell a stock, impulsive buying, and Attention-Deficit/Hyperactivity Disorder. This is a great episode that ties the series together. If you haven't watched the first two episodes, go back and check them out! For more information on Menninger & Associates Financial Planning, visit https://maaplanning.com

In today's episode of “Supervision Simplified”, we are thrilled to welcome our good friend and colleague, Khara Croswaite Brindle, co-founder of the Empowerment Model and the Electronic Supervision Record (ESR), a revolutionary online platform for mental health professionals and financial therapists.We explore Khara's fantastic book, ‘The Empowerment Model of Clinical Supervision', which showcases a dynamic five-part model that supports and empowers both supervisors and supervisees with the central question “What do you look for in a supervisor?”.We also discuss effective leadership, entrepreneurship in our field, and the vital importance of continued education in helping support the next generation of supervisees. We loved this conversation with Khara and can't wait to share it with you all!About Our GuestKhara Croswaite Brindle, MA, LPC, ACS, CFT-I is passionate about giving people aha moments that create goosebumps and catalyze powerful action. Khara began her career working within community mental health before becoming a supervisor to newly graduated clinicians serving at-risk youth and families. She is a Licensed Professional Counselor, Approved Clinical Supervisor, and owner of a private practice in Lafayette, Colorado. Khara offers a variety of resources to support fellow mental health and financial therapist professionals to turn pain points into possibilities, including engaging training, Financial Therapy, online courses, Medicaid Mastery, sup of sup, and professional consultation.Connect With Kharahttps://www.empowermentmodelsupervision.comhttps://www.linkedin.com/company/supervisionary-llchttps://www.instagram.com/supervisionary_llc

On this episode of the pod, Brian sits down with the CEO of Your Financial Therapist Erika Wasserman. Transforming lives through financial empowerment, Erika combines her education in finance and international economics with her passion for helping others to empower individuals, couples, and companies to reshape the way they think about money. She also a keynote speaker, a traveler, a coach, a mother, a fellow Florida gator (go gators), and so much more. If you're ready to have an honest conversation with yourself about finances, this is the pod for you! LinkedInYour Financial TherapistLet's Talk Finances Card Game

Curious about the human side of financial planning and how it can transform relationships? This week Larry is live and in person at the SHIFT conference in Orlando with Ashley Quamme, owner and founder of Beyond The Plan. Ashley shares her journey from a marriage and family therapist to a financial therapist, blending her expertise to help advisors and clients bridge the gap between money and emotions.  Learn how understanding thoughts, emotions, and behaviors around money can lead to better financial health and harmony in relationships. Larry and Ashley discuss:  Ashley's transition to financial therapy and the creation of Beyond The Plan The importance of integrating the human aspect in financial planning Practical tips for couples on how to handle financial disagreements The holistic approach to achieving a wealthy marriage beyond just financial aspects And more!   Resources: Mitlin Financial   The JOY and Productivity Journal by Lawrance Sprung  The 80/80 Marriage by Nate Klemp and Kaley Klemp The Gottman Institute    Connect with Larry Sprung:  LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung   Connect with Ashley Quamme:  LinkedIn: Ashley Quamme X (Twitter): Ashley Quamme  Instagram: Ashley Quamme   Beyond The Plan    About our Guest: Ashley Quamme is the owner and founder of Beyond The Plan. She holds a bachelor's degree in Psychology from Appalachian State University and Masters in Science in Marriage and Family Therapy at Valdosta State University. In addition to her master's degree, Ashley completed a graduate certificate in Financial Therapy from Kansas State University. Driven by her passion for learning and professional growth, she obtained certifications as a Certified Financial Behavior Specialist® and a Certified Financial Therapist-Practitioner. With over a decade of experience as a couple's therapist and the owner of her practice, The Wealthy Marriage, Ashley has gained profound insights into the dynamics of successful relationships. Throughout her career, she has actively engaged in teaching couples, mentoring practitioners, and advising on the essential relational skills necessary for healthy relationships. The Wealthy Marriage serves as a dedicated clinical space where couples and individuals can explore and enhance their connections with money, themselves, and each other.   Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.