Podcasts about financial therapy association

Grief doesn't just change our hearts—it changes the way we see our future. Learning to navigate money after loss isn't about replacing the life you had. It's about building the confidence to care for yourself, honor your loved one, and move forward with hope, one decision at a time. In this episode of Tendrils of Grief, I sit down with Daniel Kopp, a fee-only financial planner, financial therapist, Air Force veteran, widower, and founder of Wise Stewardship Financial Planning, for a conversation that every grieving spouse needs to hear. After losing his wife, Sarah, Daniel experienced firsthand how grief can impact every financial decision. Simple tasks suddenly became overwhelming, and the emotional weight of loss made it difficult to think clearly about money, planning, and the future. That experience ultimately led him to combine financial planning with financial therapy, helping widows and widowers navigate not only the practical side of finances but also the emotional side of financial decision-making. Together, we explore why money is often one of the biggest sources of stress after the death of a spouse and why it's completely normal to feel anxious, overwhelmed, or afraid of making the "wrong" decision. Daniel explains how grief changes the way our brains process information, why it's important to slow down before making major financial choices, and how financial healing begins by addressing both our emotions and our financial reality. We also discuss financial therapy, survivor's guilt around money, creating a new financial identity, and practical steps widows and widowers can take to regain confidence while honoring their loved one's legacy. Whether you're newly widowed, supporting someone through loss, or simply looking to build a healthier relationship with money after a major life change, this conversation offers both practical guidance and compassionate encouragement.

Financial therapist and licensed marriage and family therapist Christine Hargrove explores the complex relationship between ADHD, money, emotions, and relationships. She discusses why managing money is often more challenging for people with ADHD, the role of executive functioning in financial decision-making, and how emotional factors such as shame, avoidance, impulsivity, and financial trauma can affect financial well-being. The conversation also examines the impact of childhood messages about money, common challenges faced by couples when ADHD and finances intersect, and practical strategies for building healthier financial habits. Throughout the episode, she emphasizes that financial success is not simply about knowing what to do, but about creating systems, supports, and self-awareness that help turn good intentions into sustainable action.   Christine Hargrove, PhD, LMFT, is clinical assistant professor and assistant director of the Love and Money Center in the College of Family and Consumer Sciences at the University of Georgia in Athens, Georgia. She is a licensed marriage and family therapist and a certified financial therapist. Her expertise has been featured in the Journal of Financial Counseling and Planning, the Journal of Financial Service Professionals, Family Relations, Attention magazine, USA Today, NerdWallet, Fidelity.com, the Globe and Mail, the XY Planning Network, and many more, and she regularly presents at national, international, and virtual conferences. Dr. Hargrove currently serves as president-elect of the Financial Therapy Association.

Financial therapist and licensed marriage and family therapist Christine Hargrove explores the complex relationship between ADHD, money, emotions, and relationships. She discusses why managing money is often more challenging for people with ADHD, the role of executive functioning in financial decision-making, and how emotional factors such as shame, avoidance, impulsivity, and financial trauma can affect financial well-being. The conversation also examines the impact of childhood messages about money, common challenges faced by couples when ADHD and finances intersect, and practical strategies for building healthier financial habits. Throughout the episode, she emphasizes that financial success is not simply about knowing what to do, but about creating systems, supports, and self-awareness that help turn good intentions into sustainable action. Christine Hargrove, PhD, LMFT, is clinical assistant professor and assistant director of the Love and Money Center in the College of Family and Consumer Sciences at the University of Georgia in Athens, Georgia. She is a licensed marriage and family therapist and a certified financial therapist. Her expertise has been featured in the Journal of Financial Counseling and Planning, the Journal of Financial Service Professionals, Family Relations, Attention magazine, USA Today, NerdWallet, Fidelity.com, the Globe and Mail, the XY Planning Network, and many more, and she regularly presents at national, international, and virtual conferences. Dr. Hargrove currently serves as president-elect of the Financial Therapy Association.

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

Most financial planning is built around goals.  Goals like:  Retiring at 60  Spending more time traveling  Leaving a legacy through philanthropy   But there's a structural flaw in that model: human beings are notoriously poor predictors of their future preferences. What we think will make us happy at 60 often looks very different once we get there.  Yet as Advisors, we routinely ask clients to define long-term goals without fully pressure-testing the assumptions behind them.   In this episode, Meghaan Lurtz explains how we can shift away from the shortcomings of goals-based planning by focusing on the power of experiments.  Instead of asking our clients to commit to big, static goals, we can help them design small, intentional experiments.  Help them test the retirement, test the travel, and test the hobbies they “think” they'll enjoy one day.  Because a client who has tried something knows what they want. And an Advisor who helps them get there becomes indispensable.  If you want deeper conversations, more engaged retirees, and clients who actually use their money in ways that improve their lives, then this episode offers a practical framework you can implement immediately.  You'll Learn:  Why goals-based planning may be unintentionally limiting your clients' happiness  The simple 4-step experiment framework that unlocks confident spending and clearer decisions  How to help chronic under-spenders safely test higher spending without triggering fear  Why debriefing client experiences may be more powerful than the financial plan itself  Subscribe to the Wired Advisor newsletter packed with behavioral-backed resources to help you grow your business → Click Here    Links To Resources Mentioned:  “Helping Underspenders and Savers Understand They Can Spend More With 4 Stages Of Experiments”  Connect With Brendan:  RFG Advisory  LinkedIn: Brendan Frazier  About Our Guest:  Meghaan Lurtz, Ph.D., FBS™ is a globally recognized expert on the psychology of financial planning and the human dynamics of money. She is a partner at Beyond The Plan®.  Dr. Lurtz is also a Professor of Practice at Kansas State University, teaching in the Advanced Financial Planning and Financial Therapy Certificate Programs, and a Lecturer at Columbia University, where she teaches Financial Psychology. Her academic and professional contributions include published research in Journal of Financial Planning, Journal of Consumer Affairs, and Financial Planning Review, as well as regular columns on Kitces.com.  Her expertise has been featured in The Wall Street Journal, BBC, Million Dollar Roundtable, New York Magazine, and more. She has co-authored chapters in the CFP Board's textbook Client Psychology and serves on multiple fintech boards bridging financial advice with mental health. Meghaan is a past President of the Financial Therapy Association.

Why This Episode Is a Must-Listen Ready to transform your relationship with money in 2026? "Master Your Money Mindset: Secrets to Financial Freedom" brings together a powerhouse panel from the fields of behavioral finance, financial therapy, and real-world investing. If you've ever felt that your money decisions are driven by emotion—fear, greed, or old family beliefs—this episode peels back the curtain on what's really happening behind the scenes. Whether you're a finance professional, an investor, or simply striving for personal financial stability, this episode provides you with practical systems and fresh insights that can help you sidestep costly mistakes and build lifelong wealth with confidence. The episode dives deep into the psychology of money, equipping you with actionable frameworks you can use today. Meet the Expert Panelists Brian Portnoy, Ph.D., CFA, is the founder of Shaping Wealth, a leading learning platform focused on the psychology of money and human-first financial guidance. A former hedge fund and mutual fund investor, he is the author of several bestselling books, including The Geometry of Wealth, that explore how to build a life of meaning, not just wealth. https://www.shapingwealth.com Saundra Davis MSFP, APFC®, FBS® is a US Navy veteran, financial coach, educator, and consultant, nationally recognized for her expertise in financial coaching, financial therapy, and addressing the racial wealth gap. She is the founder of Sage Financial Solutions (a training organization) and serves as the Director of Financial Planning Programs at Golden Gate University, where she develops and facilitates financial capability programs and coaching certifications to promote equitable access to high-quality financial guidance for all. https://www.sagefinancialsolutions.org Henrik Cronqvist is a leading behavioral finance scholar trained under Nobel Laureate Richard H. Thaler at the University of Chicago, whose research on how psychology shapes financial decision-making has been published in top journals including the American Economic Review, Journal of Political Economy, and Journal of Finance. A former dean and vice dean, he now advises FinTech and EdTech ventures and is building the world's first Behavioral Finance AI Lab, bridging behavioral science, technology, and real-world impact. He is a Professor of Finance at Chapman University in Southern California. https://sites.google.com/site/henrikcronqvist Dr. Kristy Archuleta is a professor in the Financial Planning program at the University of Georgia, a Licensed Marriage and Family Therapist, and a Certified Financial Therapist™, specializing in the intersection of money, relationships, and well-being. A co-founder of the Financial Therapy Association and editor of leading academic journals, she is an award-winning researcher and co-author of Psychology in Practice: Financial Planning Essentials, bringing cutting-edge financial therapy insights to practitioners and the public alike. https://www.fcs.uga.edu Key Highlights 1. Self-Awareness is the Foundation of Financial Success Saundra Davis emphasizes that building systems and practicing self-compassion is more effective than relying on willpower alone. She notes, "We will not abuse ourselves into better financial behaviors," urging listeners to develop routines that regulate emotional triggers and cultivate deep compassion for themselves. 2. Automation Beats Emotion-Driven Decisions As Brian Portnoy points out, "Sometimes the best way to make a decision is to not make it at all." Delegating key financial decisions to automated systems—like retirement savings—removes guesswork and helps investors outsmart the biases that so often lead to costly mistakes. 3. Money Beliefs Are Shaped by Family and Community Systems Kristy Archuleta discusses how early experiences and family dynamics unconsciously drive our financial decisions. Becoming aware of these scripts—and compassionately rewriting them—empowers us to change lifelong patterns. 4. Technology Is a Double-Edged Sword for Modern Investors Henrik Cronqvist warns that while automation and account structure can help, technology also amplifies action bias and the temptation to gamble. "It's probably the most difficult time to stay rational," he observes, stressing the need for systems that shield us from emotional and herd-driven behaviors. Call-to-Action One thing to do this week. Think about one financial decision on your mind right now, big or small. Take two minutes and write down what emotion is attached to it, what story you're telling yourself about that decision, and one rule or pause you could add so future you doesn't have to rely on gut instinct alone. That short reflection can completely change how you make decisions going forward. Find the Inspired Money channel on YouTube or listen to Inspired Money in your favorite podcast player. Andy Wang, Host/Producer of Inspired Money

Financial therapy sits at the intersection of psychology and money management, helping people not only understand what they spend, but why. Aja Evans is a financial therapist in private practice, the author of the book Feel Good Finance: Untangle Your Relationship with Money for Better Mental, Emotional, and Financial Well Being and the president of the Financial Therapy Association. She talks about what financial therapy is, how it works, and takes listeners' calls and questions.

What if your money mindset mattered as much as your money habits?

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

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

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. 

BA Fam, we’ve got a good one for you today! Mandi is joined by licensed financial therapist Aja Evans for an eye opening convo about something we all deal with but rarely talk about money feelings. From stress-spending and avoiding your inbox to doom-scrolling at 6 a.m., Aja breaks down how our emotions drive financial behavior and why learning to sit with discomfort might just be your most powerful money move yet. We also talk about getting dressed just to open your laptop, journaling out your rage , and why the stretch that makes you cry might be exactly what you need. In this episode, we get into: -What it really means to self-soothe with spending and what to do instead -Why romanticizing boring tasks (like budgeting) actually works - How financial avoidance shows up and what it’s costing you -The deep-rooted shame so many of us carry, no matter how much is in your bank account -How Aja helps clients rewrite their money stories About Aja: Aja Evans is a licensed financial therapist, President of the Financial Therapy Association, and author of Feel Good Finance. She helps people explore the emotional side of money so they can spend, save, and live from a place of clarity instead of chaos. Resources + Links: -Follow Aja on IG: https://www.instagram.com/ajaetherapy -Her website: https://www.ajaevanscounseling.com -Grab her new book Feel Good Finance - Feel-Good Finance Untangle Your Relationship with Money for Better Mental, Emotional, and Financial Well-Being LET’S STAY CONNECTED Instagram: (https://www.instagram.com/brownambitionpodcast Website: https://www.brownambitionpodcast.com Subscribe & leave us a review—because we love hearing from our BA fam!See omnystudio.com/listener for privacy information.

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

In this episode of Money Tales, our guest is Marlis Jansen. Marlis was one of our first guests and shared her money tales in episode number five. She joins us this week to talk about the HEARTS framework she developed for achieving financial wellbeing. Marlis describes financial wellbeing as possessing solid financial skills and deep emotional intelligence about money, so that we can meet our financial responsibilities, reduce stress and live more purposeful, joyful and impactful lives. We go deep into HEARTS in this episode, which is an acronym for each of the components for achieving financial wellbeing. Marlis Jansen is a licensed psychotherapist who is trained in wealth psychology and a sixth-generation member of a family of stewardship. This combination of professional training with lived experience gives her a unique perspective on the nuances and complexities of owning financial wealth. Prior to founding Graddha, Marlis worked for several healthcare startups and spent a decade as a stay at home mom.  As a product developer in the healthcare information technology space, she designed strategies to maximize trust and safety for patients to help them take ownership of their health decisions. Marlis also served as Director of Business Development and Director of Product Development in a couple of health care startups.  Her experience as a mom inspired her to contemplate how we ascribe value to people and work. Marlis holds a Bachelor of Arts degree in Anthropology from Harvard University, a Master of Arts degree in Psychology from the California Institute of Integral Studies and a Graduate Certificate in Financial Psychology and Behavioral Finance from Creighton University Heider College of Business. She is an active member of the Purposeful Planning Institute, Financial Psychology Institute and the Financial Therapy Association. She serves on the Board of the Stone Age Institute and, since 2009, has served as Vice President of The Springcreek Foundation, her family's private philanthropic foundation. Marlis speaks French well and is proficient in Spanish and Norwegian. She loves to enjoy home cooked family dinners, hike Mt. Tam with her family and dogs, travel in unfamiliar countries and cultures, and stay up late playing board games.

This week on the show, I'm joined by Aja Evans, a licensed mental health counselor, financial therapist and author of Feel Good Finance - Untangling Your Relationship with Money.  Aja talks all things financial therapy, including emotions, shame, self-worth and coping strategies - and we're here for it!  Aja Evans is a board-certified therapist, speaker, and writer specializing in financial therapy. Armed with eternal optimism and a passion for helping others, Aja has been in the mental health industry for over a decade. After going through her own financial awakening, Aja made financial therapy a pillar of her work. Aja is determined to help more people break the taboo of keeping money and emotions secret. She strives to create a safe, comfortable, judgment-free place to begin working towards a better you. In addition to her practice, Aja is the President of the Financial Therapy Association board and the author of Feel Good Finance.  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. She has been featured in a variety of major news outlets including The New York Times, Business Insider, NerdWallet, Time and Teen Vogue. Find and Work with Aja:  Instagram Website Get Her Book ------------------------------------------------------------------------------------------------------- Are you interested in working 1:1 with me? I'm now officially a Certified Money Coach (CMC)® where I work with you to create greater balance, a higher consciousness and help you transform your relationship with money. This goal of this work is to guide you to a deeper understanding of the unconscious beliefs and patterns we carry that create stress and fear and hold us back from living the life that you want. You can book a quick 15-minute call here so I can learn more about you and your goals for the program.  I'm so excited to be able to connect with you on a deeper level and help you discover what's blocking you from living the life you really want! 

Why This Episode Is a Must-Watch In a world where financial decisions can be deeply influenced by emotions and biases, understanding how these factors play a role in investment strategy is crucial. This episode of “Inspired Money” dives deep into behavioral finance to uncover the predictable irrationality in our investment choices. Are you letting fear and greed drive your financial decisions? Discover strategies to navigate biases and invest more rationally by tuning in. Meet the Expert Panelists Colin Camerer is a pioneering behavioral economist and neuroeconomist known for integrating psychology and neuroscience into economic decision-making. As the Robert Kirby Professor of Behavioral Finance and Economics at Caltech, he researches neuroeconomics, behavioral game theory, decision science, and the neuroscience of economic choices, earning him a MacArthur Fellowship in 2013 and an honorary doctorate from the Stockholm School of Economics in 2019. Tom Howard is a pioneer in behavioral finance, best known for founding AthenaInvest and authoring the influential book Behavioral Portfolio Management. With over 35 years in academia and finance, he developed a groundbreaking approach that challenges traditional investment theory by focusing on how investors actually behave, revolutionizing portfolio management through a behavioral data-driven strategy. Annika Echarti, CFP® is a financial coach specializing in behavioral finance and financial psychology. With a background in accounting, law, and economics, she helps self-employed individuals and small business owners align their financial decisions with their goals and values, focusing on both practical strategies and the psychology behind money habits. Megan McCoy, Ph.D., LMFT, AFC®, CFT™ is an Assistant Professor at Kansas State University's Department of Personal Financial Planning, where she specializes in financial therapy, financial well-being, and the dynamics of couples' financial interactions, and has published extensively on these topics while also contributing as a board member of the Financial Therapy Association and co-editor of the Financial Planning Review. Key Highlights: Cognitive Biases Unveiled: According to Colin Camerer, “Fear and greed are real and are actually in the brain.” He explains how these emotions manifest during market bubbles, revealing deep insights into investor behavior. Recognizing these mental states can help investors maintain discipline amidst market fluctuations. The Power of Planning: Tom Howard highlights that “myopic loss aversion is the most important mistake that investors make,” emphasizing the role of structured investment plans and predefined sell rules. By anchoring decisions to clear guidelines, investors can mitigate the biases that lead to costly errors. Aligning Financial Decisions with Values: Annika Echarti stresses the significance of aligning financial choices with personal values to overcome emotional biases. This strategic alignment helps investors make decisions that not only benefit their portfolios but also align with their life goals. The Role of Emotional Intelligence: Megan McCoy advocates for the development of emotional intelligence to recognize financial biases. Through self-awareness and exercises like the money egg, investors can unpack early money-related experiences to better understand their current biases. Call-to-Action Here's what I want you to do: the next time you're about to make an investment decision—pause. Ask yourself: Is this decision based on a solid strategy, or is it driven by emotion? Write down your reasoning before taking action. Even just becoming aware of your thought process can help you make smarter choices. Let's start investing more intentionally and less emotionally. Let me know in the comments—what's one bias you've noticed in your own financial decisions? Find the Inspired Money channel on YouTube or listen to Inspired Money in your favorite podcast player. Andy Wang, Host/Producer of Inspired Money

In this conversation, Gina Knox and Aja Evans delve into the world of financial therapy, exploring the emotional aspects of money management and the societal pressures surrounding wealth. Aja shares her journey into financial therapy, emphasizing the importance of understanding one's relationship with money and breaking unhealthy financial cycles. They discuss the extremes of financial conversations on social media, the significance of introspection in setting financial goals, and the challenges of enjoying wealth after years of saving. Aja's book, 'Feel Good Finance,' serves as a guide for individuals seeking to understand their financial behaviors and make intentional choices about their money. Join me every week for my FREE business debt pay off class: https://ginaknox.co/masterclass-ad Join Small Business Money School: https://ginaknox.co/school About Aja Evans: Aja Evans is a board-certified therapist, speaker, and writer specializing in financial therapy. Armed with eternal optimism and a passion for helping others, Aja has been in the mental health industry for over a decade. After going through her own financial awakening, Aja made financial therapy a pillar of her work. Aja is determined to help more people break the taboo of keeping money and emotions secret. She strives to create a safe, comfortable, judgment-free place to begin working towards a better you. In addition to her practice, Aja is the president-elect on the Financial Therapy Association board and the author of Feel Good Finance , which is coming this December. 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. Outside of work, you can find Aja chasing after her two young children as they hunt down the next delicious place to eat. Where to Find Aja: Website: https://ajaevanscounseling.com/ Feel Good Finance Book: https://bookshop.org/p/books/feel-good-finance-untangle-your-relationship-with-money-for-better-mental-emotional-and-financial-well-being-aja-evans/21301669?ean=9781637745434 Instagram: https://www.instagram.com/ajaetherapy/ Timestamps: 00:00 - Introduction to Financial Therapy02:10 - The Emotional Side of Money05:04 - The Extremes of Financial Conversations12:54 - Breaking Financial Cycles24:41 - Understanding Your Financial Goals27:22 - The Importance of Introspection in Finance Category: Saving Keywords: financial therapy, money mindset, emotional spending, financial cycles, personal finance, budgeting, financial goals, introspection, wealth, money management

On today's episode I chat with Rick Kahler, a pioneer in integrating financial planning and psychology and a certified IFS practitioner. We explore how Internal Family Systems can transform our relationship with money, uncovering hidden beliefs and legacy burdens that shape financial behaviors. Rick shares his journey from financial planner to financial therapist, explaining how emotions—not logic—drive most financial decisions. He introduces key concepts like money scripts, financial protectors, and the internal financial system, showing how understanding these parts can help people move from financial stuckness to greater clarity and freedom. Key Takeaways: Money isn't just about numbers—it's deeply tied to our emotions, beliefs, and childhood experiences. Many financial struggles come from polarized parts—a part that wants to save and a part that wants to spend. How do money scripts—unconscious beliefs about money—shape our financial decisions without us even realizing it? Financial shame is often greater than other types of shame, making finances one of the hardest topics to talk about. Legacy burdens around money are passed down through generations, influencing our financial behaviors in ways we may not recognize. Favorite Quote: "Every part has a good intention. Every money script is put in place, every burden is put in place with a good intention…it just doesn't know things are a little different now." – Rick Kahler​ About Rick Kahler: Rick Kahler is a certified financial planner, financial therapist, and IFS practitioner. He is a founding board member and past chair of the Financial Therapy Association and the creator of IFS-Informed Financial Therapy. Rick has authored seven books and hosts The Financial Therapy Podcast. ****************************************************************************************  Episode Sponsor: Michelle Glass **************************************************************************************** Check out our new Self-Led merch at The One Inside store Watch video clips from select episodes on  The One Inside on YouTube Follow Tammy on Instagram @ifstammy and on Facebook at The One Inside with Tammy Sollenberger. Jeff Schrum co-produces The One Inside Podcast. He is a writer, counselor, and IFS Level 1 practitioner.   Are you new to IFS or want a simple way to get to know yourself? Tammy's book, "The One Inside: Thirty Days to your Authentic Self" is a PERFECT place to start.  Sign up for Tammy's email list and get a free "Get to know a Should part of you" meditation on her website Tammy is grateful for Jack Reardon who created music for the podcast. Jack is a graduate of Derek Scott's IFS Stepping Stones Program.   If you are interested in sponsoring an episode or two of The One Inside Podcast please contact Tammy at tammysollenberger@comcast.net

Join us on The Power of the Ask as we sit down with Aja Evans, a board-certified financial therapist and author of “Feel Good Finance.” Aja shares her personal financial awakening and how it led her to help others break the taboo of discussing money and emotions. Discover how to overcome money avoidance and overspending, and navigate family dynamics around finances. Aja also discusses the importance of creating a safe space for healing and aligning financial goals with emotional well-being. Plus, gain valuable insights into the work of the Financial Therapy Association and learn practical strategies for improving your relationship with money.This discussion will inspire you to explore the cultural and societal reasons behind the taboo of discussing money and learn how to overcome it. Listen in to learn more about: Financial Therapy in Action: Hear how Aja helps clients connect their financial behaviors to their emotions and create healthier relationships with money.Family Dynamics and Money: Learn how to navigate complex family dynamics surrounding money, including expectations and differing income levels.Relatability and Healing: Aja shares her financial journey and emphasizes the importance of creating a safe, judgment-free space for healing and growth.Workplace Harmony: Gain insights into achieving balance between career aspirations and personal life, especially for working mothers.The Power of the Ask: Understand why asking questions about money is crucial for women and how it can empower them to take control of their finances.About Aja Evan's Aja Evans, a board-certified therapist, speaker, and writer, specializes in financial therapy and has over a decade of experience in mental health. Inspired by her financial awakening, she focuses on breaking the taboo around money and emotions, creating a safe, judgment-free space for clients. Aja is the president-elect of the Financial Therapy Association and author of Feel Good Finance, which was released this past December.Passionate about helping people live their best lives while understanding their financial behaviors, Aja enjoys exploring new eateries with her two young children in her free time.Important Links:Savvy LadiesPrecious Williams' LinkedInLisa Zeiderman's LinkedInAja Evan's LinkedIn 

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.

With Dr. Sarah Asebedo | School Director | Researcher | Educator | Editor Episode Summary: In this episode, I sit down with Dr. Sarah Asebedo, a seasoned financial planner turned academic at Texas Tech University. We chat about how financial planning can truly change lives, focusing on the crucial bond between clients and advisors. Sarah introduces her Financial Planning Client Interaction Theory, highlighting how our personalities and emotions play into our financial choices. We also touch on teaching kids about money and how feeling good can lead to better financial decisions. BIO: Dr. Sarah Asebedo, Ph.D., CFP®, is a leading researcher, educator, and practitioner in financial planning, dedicated to bridging the gap between research and practice. Her work focuses on applying positive psychology to financial planning, financial behaviour change, and enhancing client-advisor relationships. Sarah's research has been widely published in top journals and recognized with awards like the Montgomery-Warschauer Award and Investment News' Top 40 Under 40. She is a past president of the Financial Therapy Association and holds a Ph.D. in Personal Financial Planning from Kansas State University. Highlights: The Heart of Financial Planning: It's not just about numbers; it's about helping people live better lives. Defining True Value: Understanding what makes financial planning valuable is key to its growth. Client-Adviser Dynamics: The quality of interactions can make or break financial success. Holistic Engagement: Effective planning looks at all aspects of a client's resources and goals. Health Connections: There's a strong link between financial health and overall well-being. Personal Touch: Tailoring advice to individual personalities and emotions leads to better outcomes. Teaching Money Skills: Hands-on learning is essential for kids to grasp financial concepts. Connect with Dr. Sarah Asebedo: Academic Profile: Texas Tech University LinkedIn: Sarah Asebedo

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  

We know that our beliefs and behaviors around money are deeply personal. However, many financial professionals still try to keep the personal stuff out of the conversation.What if there was a way for us to have better financial conversations? Today's guest, Cara Macksound, CEO of Money Habitudes, has built a career out of helping people understand the psychology of money to empower them to manage their financial well-being.And she's doing it through The Money Habitutes - a game-like assessment used by financial professionals to help people understand and talk about their finances in a fun, constructive way.  Join us for a fascinating conversation that explores the context and lenses through which we view money and how it impacts our relationship to risk, money, and the people in our lives.About Our Guest: Cara Macksoud, FBS® is the CEO of Money Habitudes. She completed the Financial Therapy Graduate Certificate at Kansas State University and holds a BS in Finance from NYU Stern School of Business. She is a Certified Financial Behavior Specialist® and a member of the Financial Therapy Association where she serves on their business development committee. She is also a member of the Association of Financial Counseling and Planning Education (AFCPE) and is an AFC candidate.Prior to joining Money Habitudes, Cara was the CFO/COO for The Animation Project, an incentivized workforce development program for at-risk youth. Before her time in the nonprofit sector, Cara was an ETF trader for 12 years and, at the time, the youngest female to earn a trading seat on the floor of the NYSE.Connect with Cara on LinkedInLearn more about Money HabitudesRecommended Reading from this episode: Elon Musk - Walter IsaacsonSend us a text- - - - - - - - - - - - - - - -Learn more about Analog AdvisorAnalog Advisor is produced by Mickenzie Vought and edited by Podcircle Subscribe Apple | SpotifyFollow Us on LinkedIn Wes Brown | Sonya Lutter | CogentBlue Have thoughts or ideas for future topics or episodes? Email us at podcast@analogadvisor.com.

Learn how Gen Z is tackling their debt in the final episode of our three-part series "Gen Z & the Debt Trap." We'll talk with 20-year old Michenzie Sommerville, who shares how after struggling to keep up with her auto loan, her car was repossessed. We'll hear from Corebridge Financial on how Gen Zers are using social-media apps like TikTok to learn about financial literacy at a younger age than other generations. Also, financial experts from organizations like the National Foundation for Credit Counseling and the Financial Therapy Association explain how to manage personal debt and prevent collecting more. Tadeo Ruiz Sandoval hosts.  Sign up for the WSJ's free Markets A.M. newsletter.  Learn more about your ad choices. Visit megaphone.fm/adchoices

With Dr. Sarah Asebedo CFP® | Associate Professor | School of Financial Planning | Summary: This episode explores the concept of financial flourishing by integrating positive psychology with financial planning. Dr. Sarah Acebedo emphasizes the importance of finding meaning, purpose, and accomplishment in life, moving beyond just functioning to truly flourishing. The discussion highlights how aligning spending with the PERMA well-being model—Positive emotions, Engagement, Relationships, Meaning, and Accomplishment—can boost financial satisfaction and overall well-being. Key points include the role of positive emotions in expanding financial options, the importance of building knowledge and resilience, and the need to cultivate a healthy relationship with money, even before retirement. Highlights: What is the field of positive psychology? What does it mean to flourish? How to integrate positive psychology with financial planning Using the PERMA model with financial planning Becoming financially resilient BIO: Dr. Asebedo, is an experienced researcher, teacher, and practitioner in financial planning. She is spearheading research focused on applying positive psychology to financial planning, financial behaviour change and many other topics. Her work has been published in the Journal of Positive Psychology, Psychology and Aging, Journal of Consumer Affairs, Financial Planning Review, and many more. Dr. Asebedo is a current member and past president of the Financial Therapy Association. She earned her Ph.D. in Personal Financial Planning from Kansas State University. Links: Dr. Asebedo's LinkedIn Profile Dr. Asebedo's paper “Functioning to flourishing: Applying Positive Psychology to Financial Planning

Cara Macksoud, FBS® | CEO of Money Habitudes | Summary: Cara Macksoud discusses her journey from playing ice hockey on an all-boys team to working on Wall Street and eventually transitioning to nonprofit work. She highlights how her upbringing influenced her financial mindset, the impact of her parents' teachings, and her own experiences with money. The conversation covers key topics like the correlation between input and output, the pain of paying, and the importance of teaching children basic job skills. Cara also reflects on pivotal moments that led her to shift from a high-energy Wall Street lifestyle to parenting and seeking flexibility and autonomy. Her work with unbanked kids and transition to financial education and psychology therapy culminated in her role as CEO of Money Habitudes. Throughout, Cara emphasizes the importance of understanding one's relationship with money, decision-making complexities, financial independence, and the pursuit of happiness. BIO: Cara Macksoud, FBS® is the CEO of Money Habitudes. After a 15 year career as a trader on Wall Street and stint as a CFO for a NYC nonprofit, Cara transitioned into the behavioral finance space. She completed the Financial Therapy Graduate Certificate at Kansas State University and holds a BS in Finance from 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 AFC candidate. Takeaways The influence of upbringing and family on financial mindset and career choices The transition from a high-energy Wall Street lifestyle to parenting and the challenges of staying home led to a realization of the need for flexibility and autonomy. Cara's work with unbanked kids and the shift to financial education and psychology therapy played a significant role in her career transition to becoming the CEO of Money Habitudes. Understanding one's relationship with money is crucial for financial well-being and personal fulfillment. Balancing work, family, and personal fulfillment is a complex and ongoing challenge. The pursuit of happiness and fulfillment evolves over time, and it's important to adapt and reassess one's goals and priorities. Time is a valuable and finite resource, and making the most of it is essential for a fulfilling life. LINKS: Cara Macksoud LinkedIn: CLICK HERE Money Habitudes: CLICK HERE

In this week's episode of The Money Love Podcast Paige is breaking down all things financial therapy, emotions around your money, your money past, and money trauma with financial therapist, speaker, and author, Aja Evans.  They dive into predominent emotions around your finances like shame and guilt, cover best tips to alleviate your financial anxiety, and explore how your past plays into how you view and use money today as an adult. They also cover what financial therapy is, who needs it, and how to find a financial therapist that is a good fit for you.    About Aja: Aja Evans is a Licensed Mental Health Counselor, speaker, and author specializing in Financial Therapy. With over a decade of experience, Aja is determined to help more people break the taboo of keeping money and emotions secret. In addition to her practice, Aja serves on the board of the Financial Therapy Association, consults to FinTech companies, and will be releasing her debut book, Feel Good Finance at the end of this year.  She has been featured in a variety of major news outlets including The New York Times, Business Insider, NerdWallet, and CNBC. 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.   Find and Work with Aja: Her Website Her Instagram Preorder her book: Feel Good Finance   Find a Financial Therapist HERE   START HERE:  FREE MASTERCLASS: Why You Impulse Shop & How To Stop Get Paige's Money Recommendations   Work with Paige: Join the Overcoming Overspending Membership HERE Use code “MLP30” at checkout to save $30 on your first month inside the membership  Where you can find Paige online: Website: https://www.paigepritchard.com  Instagram: @overcoming_overspending TikTok: @overcoming_overspending  

Like it or not, money makes you feel a certain way. Do you know what your thoughts and feelings about money are and how they weave into the areas of your life, like relationships and work?  In this episode, Dr. Meghaan Lurtz shares how we can bring awareness to our thoughts and feelings about money to reach our financial goals.  Dr. Lurtz, is a writer and Senior Research Associate with Kitces.com, a financial planning blog. She's a Professor of Practice at Kansas State University, where she teaches courses for the Advanced Financial Planning Certificate Program, and a lecturer at Columbia University, where she teaches Financial Psychology, and an undergraduate adjunct professor through the University of Maryland system in their CFP program. She is also a past president of the Financial Therapy Association, not to mention a military spouse going through an OCONUS PCS when she recorded this episode with me.  The show notes can be found here: https://milmo.co/podcast/money-thoughts-and-feelings/

Episode #157 Jillian Knight is a Licensed Marriage Therapist and Financial Therapist in North Carolina. Jillian helps women develop a better relationship with money. Research has proven women make better investors in the stock market than men. Knight explains what she wants to do with her business to help women have a better relationship with money (saving, spending, investing). We discuss title protection for social workers; How does one become a financial therapist and the Financial Therapy Association. Jillian can be found on Instagram at  @HerFinancialTherapy  If you Identify as a Gen X person of color, I am offering FREE 15 minute Money Leaks financial consultations. Schedule your consultation here: https://calendly.com/basmoreno/15min Follow @BasMorenoConsulting on Instagram for more information Follow the podcast on Social Media: IG:  @thesocialworkrantspodcast  Twitter/X: @socialworkrants Facebook: The Social Work Rants Podcast

Rick Kahler, MS, CFP®, CFT-I™, CeFT®, CIFSP, is a pioneer in integrating financial planning and psychology. Rick is a co-founder of financial therapy and a founding board member and Past-Chair of the Financial Therapy Association. In 2021 he also founded IFS Informed Financial Therapy™. He is a Certified Financial Therapist-Level I (CFT-I™) and a Certified Internal Family SystemsSM Practitioner. His work is featured or cited in scores of national and international periodicals, books, and broadcasts. He is in his 32nd year of writing a weekly column on personal finance that appears in several print and digital publications. a co-author and contributor to seven books on blending financial planning and therapy, and the producer of the Financial Therapy Podcast – It's not just about the money. Listen to this insightful RIA episode with Rick Kahler about financial therapy.Here is what to expect on this week's show:- How incorporating the emotional side of money in financial planning addresses both the financial and emotional aspects of a client's situation.- Why 80% to 100% of financial decisions are made emotionally.- How financial therapy helps its clients identify and resolve emotional blocks that may be hindering their financial progress.- Why it's important to understand the underlying emotions affecting financial decisions.- How financial therapy addresses emotional issues and helps clients overcome areas where they feel stuck. Connect with Rick:Links Mentioned:https://kahlerfinancial.com/ Twitter@RickKahlerFacebookhttps://www.facebook.com/KahlerFinancialGroup   Learn more about your ad choices. Visit megaphone.fm/adchoices

What is the Financial Therapy Association?  Rick recently attended the 14th Financial Therapy Conference held in Charlotte, NC.  He talks a little about the history of this relatively new organization and a few of his personal highlights of the many discussions he had with so many in attendance, both legends and first timers.  He gives some insights as to future projects, sessions, and podcasts that are on his mind.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.

Tune in to hear:- Saundra really balances being warm and welcoming with a great deal of candor. How has this served her professionally over the years?- How do people find the strength of will and confidence to call their clients out on behavior that is incongruent with their goals if their designations alone don't provide this confidence?- Saundra has created two certificate programs - Financial Fitness Coach and Accredited Personal Finance Coach. What are the most unexpected parts of these programs and what is missing from most advisor education?- Excavating your own skeletons can be so challenging. How does Saundra undertake this process with financial professionals in a way that is appropriately deep but also doesn't scare them off?- In terms of building client rapport - what do financial professionals do well, where do they fall short and how can we improve as an industry?- How can advisors start taking small steps to put themselves in a mindset that better prepares them to handle the emotional nuance required to effectively meet their clients where they are?- What changes would Saundra hope to see in the coming decade in how financial professionals are educated and how they serve their clients?Compliance Code: 2618-OAS-9/20/2023https://sagefinancialsolutions.orgOrion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor. Custom Indexing offered through Orion Portfolio Solutions, LLC a registered investment advisor.

Dr. Meghaan Lurtz is a Professor at Kansas State University where she teaches courses for the Advanced Financial Planning Certificate Program, a lecturer at Columbia University where she teaches Financial Psychology, an undergraduate adjunct professor through the University of Maryland system in their CFP program, and a writer and Senior Research Associate with Kitces.com, a financial planning blog. She is also a past president of the Financial Therapy Association. Mentioned in the Episode: Kitces: https://www.kitces.com/Change Your Questions Change Your Life (book): https://www.amazon.com/Change-Your-Questions-Life-4th/dp/1523091037Financial Therapy Association: https://financialtherapyassociation.org/Find out more about Certified Financial Planners: https://www.cfp.net/Mind Over Money by Dr. Brad Klontz: https://www.amazon.com/Mind-over-Money-Overcoming-Disorders-ebook/dp/B002WA4O9EOther books by Dr. Brad Klontz: https://www.amazon.com/stores/Brad-Klontz/author/B001KHI4BOBrene Brown (author): https://brenebrown.com/Changing To Thrive (book): https://www.amazon.com/Changing-Thrive-Overcome-Threats-Happiness/dp/1616496290The Good Life (book): https://www.amazon.com/Good-Life-Lessons-Scientific-Happiness/dp/198216669XTime Codes:(2:09) - Welcoming Meghaan.(2:29) - What is the Financial Therapy Association?(5:05) - Where are we in the spectrum of how we think about money?(13:14) - Why are we so bad with money?(19:40) - Who do we call when we have psychological money questions?(23:27) - Is there a right mindset for money?(26:36) - How do we start to identify our own issues with money?(38:34) - Do you have recommendations to help people with shame around money?(45:12) - What are some tips you can offer to get on the path and stay on the path to dealing with money shame?(53:58) - What are you sick of talking about?(55:28) - What are you most excited to talk about?(58:46) - What is the purpose of money?

Learn how to travel abroad on a budget and how to part ways with a financial advisor whose services are unsatisfactory. 1:15 This Week in Your Money: It's possible to travel abroad on a budget, according to NerdWallet Travel editor Meghan Coyle. She joins hosts Sean Pyles and Liz Weston to discuss the pros and cons of using budget airlines for international travel. She discusses the overall change in flight prices over the last few years, how reliable budget airlines are when compared with other larger airlines, and what to look for in terms of hidden fees and terms so you're not surprised by unexpected costs. She also offers tips for a better budget airline experience, including in-flight food and entertainment — and investing in a good neck pillow. 13:44 Today's Money Question: A listener named Melissa joins Sean and Liz to ask for help deciding whether she should fire her financial advisor. Melissa expresses concerns about the performance of her investments and questions the fees she is paying her advisor. She also shares her struggles with balancing debt repayment, enjoying life in the present, and planning for the future. The hosts discuss what to look for in a financial advisor before working with them, then help Melissa understand what it takes to become a financial advisor after she expresses interest in becoming a certified financial planner herself. 40:22 Wrap-up Segment. In their conversation, the Nerds discuss: international travel, budget travel, debt repayment, financial freedom, cheap flights, safety of budget airlines, financial challenges, Dave Ramsey, living in the present, retirement planning, financial advisors, fee-only fiduciaries, certified financial planners, the Financial Therapy Association, personal finance, grad school loans, financial well-being, high-yield savings accounts, 529 plans for saving for education costs, debt management, travel insurance, cancel for any reason policies, portfolio diversification, index funds, financial advisor fees, fiduciary responsibilities, how to become a financial advisor, and the Financial Independence, Retire Early (FIRE) movement. To send the Nerds your money questions, call or text the Nerd hotline at 901-730-6373 or email podcast@nerdwallet.com. Like what you hear? Please leave us a review and tell a friend.

Renowned expert in the field of financial therapy Megan McCoy, Ph.D., LMFT, AFC®, CFT-I™, joins Matt on this episode of Bridging The Gap to share her unique insights on the importance of finding individual strategies when working with clients. Megan shares how her background in family therapy combined with her expertise in emotional well-being with financial planning offers a holistic approach. She discusses the power of incorporating silence and patience into conversations with clients. Megan dives into a fascinating study she conducted on trust, communication skills, and return on investment in financial planning, and the key findings she discovered that will help to revolutionize the way advisors interact with their clients. Megan also talks through the concept of vulnerability within the financial industry, how shared values play a pivotal role in building strong client relationships, and valuable resources for professionals in the financial planning and mental health fields.Megan McCoy Bio:Dr. Megan McCoy, Ph.D., LMFT, AFC®, CFT-I™ is an Assistant Professor at Kansas State University's personal financial planning program. She holds a B.A. in Psychology from The University of North Carolina and an M.A. in Marriage and Family Therapy from Drexel University. Dr. McCoy also attended the University of Georgia, where she earned a Ph.D. in Human Development and Family Science with an emphasis in Marriage and Family Therapy. She is a licensed Marriage and Family Therapist, an Accredited Financial Counselor®, and a Certified Financial Therapist-I™. She volunteers on the Financial Therapy Association's Board of Directors and is the Associate editor of Financial Planning Review She was also a guest editor on a special issue on financial therapy for Contemporary Family Therapy. Her research interests focus on financial therapy, financial well-being, and financial communication, as well as diversity, equity, and inclusion issues. She has published over forty articles in top-tier mental health, family science, financial counseling, and financial planning journals. This year her research has won her research awards through the National Council of Family Relations and Financial Therapy Association. Dr. McCoy has been awarded grants from the Financial Planning Association, the National Endowment for Financial Education, FP Canada, and the CFP Board. Dr. McCoy has been featured as a financial well-being expert on the Today Show, NPR, BBC, the Wall Street Journal, and many other media outlets.More Content For Financial Advisors and Wealth Management FirmsYouTubeTwitterLinkedIn

Meghaan Lurtz, Ph.D., Senior Research Associate at Kitces.com, Lecturer for Columbia University, Professor of Practice at Kansas State University, Assistant Professor at the University of Maryland University College, Member of the Board and International Expertise Counsel at the Financial Psychology Institute Europe, and Founding Strategic Advisor at Couplr, joins Matt on today's episode of Bridging the Gap to dive into the fascinating world of behavioral economics and financial psychology. Meghaan walks listeners through her academic background, from her pursuit of multiple undergraduate degrees to her specialization in financial psychology, and how it all intersects in the world of financial planning. Meghaan discusses the role of AI in medical applications, the importance of human connection in financial planning, and the power of asking the right questions to improve communication and relationships. Meghaan also delves into how behavioral economics can revolutionize the way we approach financial decision-making for our firms and our clients. Meghaan Lurtz Bio:Meghaan Lurtz, Ph.D., FBS™ is a Professor of Practice at Kansas State University where she teaches courses for the Advanced Financial Planning Certificate Program, a lecturer at Columbia University where she teaches Financial Psychology, and an on-staff writer and researcher of financial psychology at http://Kitces.com . Her research interests vary as she studies both practitioners of financial planning as well as financial planning and financial therapy practices and interventions. Her research and expertise have been featured in Journal of Financial Planning, Journal of Consumer Affairs, Financial Planning Review, Wall Street Journal, BBC, Million Dollar Roundtable, and New York Magazine. She has also contributed chapters to the CFP Board's textbook, Client Psychology. Meghaan is a past President and current board member for the Financial Therapy Association and Financial Psychology Institute Europe. More Content For Financial Advisors and Wealth Management FirmsYouTubeTwitterLinkedIn

Amy Mullen CFP® | President of Money Quotient BIO: Amy Mullen, CFP® is the President of Money Quotient and a renowned expert in values-based financial planning. With extensive experience in guiding clients through change and fostering long-lasting client-planner relationships, Amy frequently presents at national financial industry conferences. She holds a CERTIFIED FINANCIAL PLANNER™ certification and has a background in "Financial Motivation & Change" from Marylhurst University. Amy is an active member of the Financial Therapy Association and Financial Planning Association, contributing her expertise to the industry. Outside of work, she enjoys outdoor activities, photography, live music, and cooking. Intro: In this episode, join us as we delve into creating trust and explore the importance of uncovering motivations and bridging perspectives. Amy is a renowned expert in financial psychology and the founder of "Money Quotient." With her deep understanding of the hidden factors that affect financial decision-making, Amy shares valuable insights on how to create lasting change and foster effective client-advisor relationships. Why You Should Listen: Are you curious about how to build a psychological foundation rooted in trust for your financial life? Join us in this thought-provoking podcast episode as we explore the transformative potential of addressing hidden barriers and empowering individuals to implement financial information effectively. Through an insightful journey, we invite our listeners to delve into their inner worlds, uncovering intrinsic motivations that drive financial actions. Drawing upon the latest research, we shed light on powerful strategies for motivating individuals to take charge of their financial futures. Additionally, we examine the gaps that exist between the perspectives of financial planners and clients, providing valuable insights into bridging these divides. Recognizing the importance of effective communication skills and adopting a life planning approach, we unravel the essential elements that build trust and commitment, shaping a brighter financial landscape for all. Highlights: Unveiling the misalignments in financial services caused by operating from a single lens The power of addressing hidden barriers to implement financial information effectively Inviting clients to explore and discover their own inner world for intrinsic motivation Uncovering the latest research on motivating people to take financial action Revealing the gaps in perspectives between financial planners and clients The significance of effective communication skills and a life planning approach in building trust and commitment Links: Connect with Amy: LinkedIn: Amy Mullen Twitter: Amy Mullen Website: Money Quotient

Tune in to hear:- Why does discussing money remain such a persistent taboo in our culture?- Why is financial intimacy so critical and how can we work towards achieving it in our lives?- How does financial intimacy, or intimacy more generally, relate to “feeling seen?”- How can financial intimacy allow us to better see ourselves and unearth our personal money stories that have gone under our radar?- We have a cognitive understanding that we can't take our wealth with us when we die, but why is this so hard to understand in practice?https://www.linkedin.com/in/MoneyandWellnesshttps://www.instagram.com/modomsolutionsCompliance Code: 0879-OAS-3/27/2023

Dr. Meghaan Lurtz Ph.D. | Lecturer | Writer | Senior Research Associate Kitces.com | BIO: Dr. Meghaan Lurtz, Ph.D., FBS™ is a Professor of Practice at Kansas State University, a lecturer at Columbia University and a writer/researcher of financial psychology at Kitces.com. Her research focuses on studying practitioners of financial planning, financial therapy practices and interventions. Meghaan has been featured in various publications including the Journal of Financial Planning, Wall Street Journal, and New York Magazine. She is a board member for the Financial Therapy Association and Financial Psychology Institute Europe. Intro: Welcome to today's podcast, where we have the pleasure of speaking with Dr. Meghaan Lurtz. Dr. Lurtz is a Professor of Practice at Kansas State University, a lecturer at Columbia University, and a board member for the Financial Therapy Association and Financial Psychology Institute Europe. Today, she will be sharing her expertise on how we can integrate the principles of positive psychology into our financial lives to create a flourishing life. Why You Should Listen: If you're looking to redefine your relationship with money, experience contentment and joy, and align your financial life with your values and character strengths, then this podcast is for you. Dr. Lurtz will be sharing practical tips on how to use the principles of positive psychology to create a flourishing financial life. Highlights: Defining Positive Psychology and PERMA: Dr. Lurtz discusses what positive psychology is and how Dr. Martin Seligman's work on PERMA can be applied to our financial lives. Financial Joy: Dr. Lurtz shares her thoughts on what financial joy means and how we can examine our own definition of financial joy. Languishing and Contentment: Dr. Lurtz talks about the importance of noticing when our financial lives are languishing and how we can use positive psychology to experience contentment and flourishing. Positive Relationships and Reflection: Dr. Lurtz discusses the power of positive relationships and the importance of reflection to become more aware of what is important to us in our lives. Financial Self-Efficacy and Character Strengths: Dr. Lurtz emphasizes the importance of building financial self-efficacy, agency, and using our character strengths to align our financial lives with the areas of PERMA. In conclusion, Dr. Lurtz provides a roadmap for creating a flourishing financial life by using the principles of positive psychology. Remember to notice the journey, have some fun and play along the way. Thank you for listening! LINKS: - What's Possible Now Article: CLICK HERE -Kitces.com: CLICK HERE - Kansas State Program: CLICK HERE - Columbian: CLICK HERE

FINANCIAL TRAUMA is real! So, how do we overcome it? In this episode, my guest, Aja Evans, discusses how to identify and overcome financial trauma so you can win with money!  Aja is a board-certified therapist, speaker, and writer who specializes in financial wellness. With over a decade of experience in mental health, Aja was consistently hearing people talk about their negative relationships with money. She could relate, given her own financial journey and feelings about money. Aja made it a priority in her work to help others feel supported on their financial journey.    Aja is putting her master's in counseling psychology, training with the Financial Therapy Association, and a certificate from the Center for Financial Social Work to good use. In her practice, she assists people with intersecting mental health and all things “money.”  Aja has been featured in major news outlets such as Bloomberg, The Washington Post, Well+Good, and NerdWallet.   Coined the “feel-good financial therapist,” Aja is on a mission to get more people engaged in living their best life while transforming their thoughts, feelings, and behaviors around money.   In this episode, you will learn: What is financial trauma What inspired Aja to become a financial therapist role and help people with their relationship with money Top 3 tips on how to identify if you have a problem? And how to solve them? 3 signs of bad money habits Tips for adopting a positive money mindset Advice for couples ready to blend their finances And so much more!   Additional resources mentioned in this episode: Watch Episode 100:How to Navigate Entrepreneurship and Relationships with Rudolph Escarne on YouTube or listen on your favorite platform.    Subscribe to The Purpose of Money so you never miss an episode!   Need to get your finances right but don't know where to begin? Check out The Purpose of Money Blueprint: Finances 101.   Do you want to leverage life insurance to invest in real estate? Check out my course, The Purpose of Money Maximizer.    Connect with Aja Instagram Website   Follow The Purpose of Money Instagram: @thepurposeofmoney  Facebook Twitter: @purpose_money  Website  

Dr. Meghaan Lurtz Ph.D. | Lecturer | Writer | Senior Research Associate Kitces.com | BIO: Meghaan Lurtz, Ph.D., FBS™ is a Professor of Practice at Kansas State University, a lecturer at Columbia University and a writer/researcher of financial psychology at Kitces.com. Her research focuses on studying practitioners of financial planning, financial therapy practices and interventions. Meghaan has been featured in various publications including the Journal of Financial Planning, Wall Street Journal, and New York Magazine. She is a board member for the Financial Therapy Association and Financial Psychology Institute Europe. Why Your Should Listen: In this episode, Meghaan explores the complex dynamics of combining finances with our spouses and how it can reveal our relationship with money. She shares insights on the origin stories around money that help us understand why we think, feel, and do what we do with money. Meghaan provides valuable suggestions on reducing discomfort in prioritizing our future dreams and goals, embracing change, and looking back at our regrets to propel us towards a more meaningful future in our financial lives. Throughout the episode, Meghaan emphasizes the significance of understanding our past to make meaningful changes moving forward, and discusses the transtheoretical model of change and how it can be applied to our financial lives. She also talks about the importance of "flocking" and how it can help us be happier, healthier, and embrace the aspects of life that are worth living. So if you want to gain a deeper understanding of your own relationship with money, learn practical tips for prioritizing your future goals, and discover how to embrace change and live a more fulfilling life, then this episode is definitely for you! Highlights: -Combining finances with our spouses reveals a lot about our own relationships with money and our past money behaviours that predict our future version of ourselves. -Focusing too much on future dreams and goals can lead to dissatisfaction, and Meghaan offers suggestions on how we can reduce this discomfort. -Change is hard, and Meghaan speaks to the ideal of embracing our identities while prioritizing life's changing priorities, such as being a parent while still committing to our professional world. -Looking backward at our regrets can increase our productivity, help us find purpose, and lead us towards a more meaningful future in our financial lives. -Understanding our past is very informative in making meaningful changes moving forward, and Meghaan discusses the transtheoretical model of change and how we can apply it to our financial lives. -Meghaan discusses the significance of "flocking" and how it can help us be happier, healthier, and embrace the aspects of life that are worth living. Quotes: -"Rethink what it means to do less." - Dr. Lurtz -"Understanding how to balance both worlds." - Dr. Lurtz -"Live a life doing things with people you love." - Dr. Lurtz -"Take a few more turns, take a few more jumps, especially with people we love." - Dr. Lurtz -"Uncertainty is an opportunity to make art." - Dr. Meghaan Lurtz LINKS: - Kitces.com: CLICK HERE - Kansas State Program: CLICK HERE - Columbian: CLICK HERE

January is financial wellness month and a time to remember the importance of your financial well-being. You'll always work on financial well-being, like your physical health, but what are some best practices to stay in top financial shape? In this episode, Dr. Megan Ford shares tips on how to develop and maintain financial wellness for the long haul. Dr. Ford is a financial therapist and consultant passionate about helping individuals and couples find more balance and understanding in their relationship with money. Megan has a Ph.D. in financial planning and a Master's degree in marriage and family therapy. She served as the Financial Therapy Association's President and has co-authored a textbook, The Fundamentals of Writing a Financial Plan. The show notes can be found here: https://laceylangford.com/podcast/developing-financial-wellness/

Tune in to hear:- Why are love and money so uniquely combustible?- Why do we often not give our significant other the benefit of the doubt? How can we give our partners more grace and understanding?- What do you do if a couple is stonewalling one another?- Can understanding your partner's money type or money script play a role in giving them this grace?- How accurately are couples assessing each other's spending habits and what can be done to combat this trap of both spenders getting the marriage in trouble?- How can we encourage and model radical responsibility for our clients and encourage them not to point fingers at their partners?https://enlite.worldhttps://www.amazon.com/Love-Money-exercises-strengthen-relationship/dp/B0BFV9L5HNCompliance Code: 2109-OAS-11/3/2022

Tune in to hear:- A criticism that sometimes crops up is: what if this advisor didn't sign up to be a therapist? What would Ashley say to this critique and what is the baseline set of therapeutic skills necessary for the average advisor?- When should a financial advisor make a referral to a mental health practitioner?- What is circular questioning and what is an example of where an advisor might apply this technique?- From a high level perspective, what is the notion of “stages of change readiness?”- When a client is in a pre-contemplative stage of change, what can an advisor do to help encourage them toward greater readiness? - Is there some sort of thought exercise you can give a client that's in the pre-contemplative stage of change to sort of catalyze a new way of thinking?- What's the danger of trying to move someone through the stages of change too quickly?- What does it mean to be “trauma informed” and why might advisors want to be aware of this?- Where should we draw the line between individual autonomy and secrecy in regards to finances in a relationship? When does this become financial infidelity?https://twitter.com/bamconsultshttps://bamfcc.comCompliance Code: 1871-OAS-10/10/2022

With 85 percent of Americans dealing with financial stress, the mental health connection to money is becoming more acknowledged each day.  Now, the worlds of psychology and finance have come together to create the science of financial therapy.  Dr. Megan McCoy (https://www.linkedin.com/in/megan-mccoy-phd/), licensed Marriage and Family Therapist, certified Financial Therapist, Assistant Professor of Practice, Director of Financial Planning Master's program, and accredited Financial Counselor at Kansas State University (https://www.k-state.edu/), shares how financial therapy can lift people out of money-related anxiety.  Join us as we discuss: How the money taboo impacts financial stress (7:53) The impostor syndrome plaguing financial professionals (15:11) Establishing and expanding financial therapy practices (24:04)  Check out these resources we mentioned during the podcast: Financial Therapy Association - https://financialtherapyassociation.org/ The Psychology of Financial Planning - https://www.cfp.net/knowledge/psychology-of-financial-planning Get Beyond Money - Tropical FCU -https://getbeyondmoney.tropicalfcu.com/ Dr. Megan McCoy - https://www.linkedin.com/in/megan-mccoy-phd/ meganmccoy@ksupeeredu  You can find this interview and many more by subscribing to Banking on Digital Growth on Apple Podcasts, on Spotify, or here.   Listening on a desktop & can't see the links? Just search for Banking on Digital Growth in your favorite podcast player.

What You'll Learn: How our childhood experiences become the undercurrent of our relationship with wealth How to talk to your kids about money in a way that eliminates fear How to find passion and motivation in children in a family business Why Kjartin recommends low-income, high-impact jobs for children of wealth Holding a family conversation about individual and shared purpose How to build support from the family system How to help children who appear to be unmotivated or disinterested The importance of unconditional positive regard How shame compounds stagnation  Keeping generations connected when Next Gen is exploring new possibilities Looking at the family office as an extension of the family system Making sure the family office represents the family and not just specific individuals   Resources:   https://www.graddha.com https://graddha.medium.com/ https://twitter.com/graddha https://www.facebook.com/Graddha https://www.linkedin.com/company/graddha-inc Bios:   KJARTAN JANSEN, MA, CFA Co-founder and CFO, Graddha   Kjartan brings to Graddha a combination of financial acumen, facilitation training and relevant personal experience. With over two decades in finance, he is committed to normalizing it for clients so they can better navigate the complex landscape of wealth. This involves helping clients define their values, and then creating deep alignment with their financial lives and Relationships.   Kjartan's work is informed by multiple roles in several industries. He began his career in technology consulting. He subsequently held roles in investment banking (equity research), venture capital (clean technology), and as a start-up CFO.    He holds a Bachelors degree in Economics from the University of Bergen in Norway, which included a year studying in Germany as a Ruhrgas scholar. He also holds a Masters degree in Applied Economics from the University of Michigan. Additionally, he is a CFA®️ charterholder. In addition to serving on the board of the family office Springcreek Advisors since 2008, he is an active member of the Purposeful Planning Institute, the Family Firm Institute and The Heritage Institute. He serves on the board of the Ree and Jun Kaneko Foundation, and recently deepened his knowledge of trust administration (Cannon Financials Trust Fundamentals) and family enterprise (Family Firm Institutes Certificate in Family Business Advising). Kjartan speaks five languages. When not working with clients, he can be found pursuing adventure on his skis, bike, or surfboard. He likes to travel with his family to his native Norway and anywhere else he can manage to explore and experience the world with them. Kjartan served in the Norwegian Army and is a serious meditator.   MARLIS JANSEN, MA, LMFT Co-Founder and CEO, Graddha   Marlis is a licensed psychotherapist and certified coach who is trained in wealth psychology. In addition, she is a sixth-generation member of a family of stewardship. This combination of professional training with lived experience gives her a unique perspective on the nuances and complexities of owning financial wealth.   Prior to founding Graddha, Marlis worked in healthcare information technology. As a product developer, she designed call-center based services to assist patients in making health care decisions. Marlis also served as Director of Business Development and Director of Product Development in a couple of healthcare startups. Later, her experience as a mom inspired her to contemplate how we ascribe value to people and work.   Marlis holds a Bachelor's degree in Anthropology from Harvard University, a Masters degree in Psychology from the California Institute of Integral Studies and a Graduate Certificate in Financial Psychology and Behavioral Finance from Creighton University Heider College of Business. She received her certification in integral coaching from New Ventures West.   She is an active member of the Purposeful Planning Institute, Family Firm Institute, The Heritage Institute and the Financial Therapy Association. She serves on the board of the Stone Age Institute and, since 2009, has served as Vice President of The Springcreek Foundation, her family's private philanthropic foundation.   Marlis is proficient in French, Spanish and Norwegian. She loves to enjoy home cooked family dinners, hike Mt. Tam with her family and dogs, travel in unfamiliar countries and cultures, and compel family members to join her in a game of extreme Pictionary as often as she possibly can.

Tune in to hear:- What role does positive psychology play in financial planning? More broadly, what is positive psychology and how is it differentiated from the popular conception of behavioral finance as the study of bias?- What is the “three good things” intervention and why does it work? Is it applicable in a financial context as well?- What do you do when someone attributes the best things in life to happenstance or luck? How can you potentially reorient this into something with a more internal locus of control?- Why is money uniquely ripe for conflict and why are advisors well-positioned to help?- What are the primary stages of financial conflict resolution?- Is neuroticism the main personality trait, of the “Big 5,” that advisors would want to be aware of in their clients or do other personality traits play a big role in making sound investment decisions as well?https://www.linkedin.com/in/sarahasebedophdcfpCompliance Code: 1117-OAS-6/27/2022

Tune in to hear: - As one of the founders of the discipline of financial therapy, what light can Dr. Archuleta shed on the origin story of this unique discipline?- What are the lines of demarcation between financial planning, financial therapy and traditional therapy? Should financial planners look to make referrals, when necessary, for financial therapists or is this a largely academic discipline?- What's a concrete example of a concern that is out of the scope of a traditional financial advisor's practice but not necessarily appropriate for a psychologist either?- What is solution-focused therapy and why did Dr. Archuleta find it to be particularly instrumental in a study she was doing?- How can we encourage people to be a little more thoughtful about their goal setting process?- What is “fuzzy trace theory” and what is its relationship to risk tolerance?https://www.linkedin.com/in/kristy-archuleta-ph-d-lmft-cft-i-tm-273a5722Compliance Code: 1047-OAS-6/15/2022

In this episode, I'm joined by Dr. Preston Cherry, Head of Financial Planning and Assistant Professor of Finance at University of Wisconsin Green Bay. He is also the president of Financial Therapy Association and host of the Life Money Balance podcast.   Listen now and learn: The importance of setting expectations in advance of investing The difference between investment planning and investment management Thing 2.   Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

Tune in to hear:- Are various addictive behaviors (e.g. gambling, drug abuse) potentially symptoms of a larger societal issue?- What percentage of people in standard therapy might benefit from a finance-centric therapeutic approach?- What are some of the most common, or universal, expressions of financial dysfunction that Dr. Lutter sees in her work?- Are there some cases where having financially dependent adult children is an appropriate course of action because of cultural or other differences?- How does Dr. Lutter operationalize happiness?- The four elements of happiness that Dr. Lutter lays out are heightened in those who work with financial advisors. Do what does she attribute this sizable happiness gap?- Those who work with financial advisors are shown to have much better communication with their romantic partner or spouse. Why might this be the case?- High net-worth individuals without financial guidance are less happy than those with financial guidance. Why might this be true?- What are some of the most counterintuitive or surprising findings Dr. Lutter has encountered over the course of her career?www.angieherbers.comhttps://twitter.com/sonyalutterCompliance Code: 0482-OAS-3/21/2022