Financial Therapy Insights

This episode features a returning guest, Joan Ryan, who is an internationally recognized expert on the Enneagram. More recently, she became intrigued by what she

We often talk in this podcast about the psychological work required to heal our relationship with money. I have also sometimes referred to a neighboring

This episode is a conversation with Dr. Megan Ford, who is a marriage and family therapist and director of the Love and Money Center at

As a financial advisor, and more recently as a financial therapist, I’ve spent decades helping clients make decisions grounded in numbers and data. But more recently I have found myself navigating something far more complex: emotions so highly charged that even the most basic economic fact can sound like a political opinion.

This episode comes from a place of humility and even discomfort. I talk about something that challenged one of my long-held beliefs. For most of my life, I thought I knew exactly what socialism meant. Like a lot of Americans, I believed it was a single system, one where the government owns everything, makes all the decisions, and crushes individual freedom.

This is my second conversation with financial therapist Vessy Tasheva, who is originally from Bulgaria and who practices in Dublin, Ireland. Our topic is the financial therapy spectrum. Not all clients need the same type of therapy, and not all practitioners offer the same services. One key to successful outcomes is to find the right match.

This is my second conversation with financial therapist Vessy Tasheva, who is originally from Bulgaria and who practices in Dublin, Ireland. Our topic is the financial therapy spectrum. Not all clients need the same type of therapy, and not all practitioners offer the same services. One key to successful outcomes is to find the right match.

This is my second conversation with financial therapist Vessy Tasheva, who is originally from Bulgaria and who practices in Dublin, Ireland. Our topic is the financial therapy spectrum. Not all clients need the same type of therapy, and not all practitioners offer the same services. One key to successful outcomes is to find the right match.

This episode continues my conversation with Sarah Carr about the financial implications of belonging to a cult or a rigid religious community. We talked previously about tithing and expectations around giving. This time we discuss several additional topics.

My guest for this episode is Sarah Carr, a CFP and certified financial therapist from upstate New York. She and both attended last year’s Nazrudin project retreat, and at one point we sat down at a lunch table. Two other people joined us. During our conversation, we discovered that all four of us, at some point in our lives, had been part of a religious cult or a cult-like religion. That experience, and its impact on our lives and our money beliefs, is the focus of this conversation.