My guest for this episode is Prudence Zhu. She grew up in China, went to West Africa after graduation and worked in private equity, then moved to the US and got her MBA. She worked in corporate finance, got another master’s degree, and moved into fee-only financial planning. Like so many of us in this
She Hit Her Freedom Number — and Nothing Got Better Read More »
I am pleased to have Maggie Knowles as a guest for this episode. She is a daily money manager—a profession that may not be widely known but that serves an essential purpose. Maggie describes her work as, “I serve as the official hired person that normally might be the middle-aged daughter who makes sure that
Adult Children—Who’s Watching Your Parents’ Money? Read More »
This episode is another conversation with Rose Zealand, a financial planner and death doula who works with people facing the end of their lives, especially those who have received a terminal diagnosis at a relatively young age. Our focus this time is on the profound power of just being with a client, what Rose calls
Witnessing Heals More Than You Think Read More »
This episode is a conversation with a special guest, Rose Zealand, who is a lovely human being with a unique passion and way of helping clients. Her practice, through a firm called Golden Thread Collaborative in Colorado, combines financial planning with end of life care as a death doula. Rose works primarily with people in
The Labor of Dying Read More »
My guest for this episode is Dr. Megan Ford. In a previous conversation we talked briefly about her work with the Love and Money Center at the University of Georgia, and this time we focus on that program. The Love and Money Center, part of the College of Family and Consumer Sciences, is a leading-edge
Training for the Moment Money Gets Messy Read More »
This episode continues my conversation with Joy Slabough, who as a certified financial planner as well as a certified Internal Family Systems therapist brings amazing depth to the field of financial therapy. Our previous conversation focused on trauma, and this time we talk about IFS and its place in financial therapy. Joy describes IFS as
How IFS Helps Financial Planners Create Real Change Read More »
My guest for this episode is Joy Slabough, who has an amazing combination of credentials uniquely suited to the field of financial therapy. She is a certified financial planner with a master’s in taxation from Villanova as well as a certified Internal Family Systems therapist with a master’s in counseling from Arcadia. Our conversation begins
The Financial Industry’s Blind Spot – Trauma – with Joy Slabough Read More »
My guest for this episode is Ed Coambs, who is what I call the gold standard of financial therapists. He is both a certified financial planner, a licensed marriage and family therapist, and a certified financial therapist. He’s also the author of The Healthy Love and Money Way: How the Four Attachment Styles Impact Your
The Emotional Wiring Behind Every Money Decision with Ed Coambs Read More »
Today’s episode is another conversation with Khara Croswaite Brindle. She is a financial therapist, an educator, an author, a clinician, and an entrepreneur who has her hands in all sorts of things. Much as I did, Khara became interested in the Enneagram primarily as a personal development tool and then found it was also very
How Your Enneagram Type Is Running Your Money Read More »
My guest for this episode is Khara Croswaite Brindle, who is a financial therapist and a consultant to financial therapists. She also does clinical supervision and teaches continuing education courses, and she has authored several books. She came into this field in 2020 after working for around a decade as a mental health therapist. One
The Hard Truth Khara Croswaite Shares About Financial Therapy Read More »
