financial therapy

This is the second in my series of three conversations with Joan Ryan about Enneagram patterns and financial behavior. We begin with the topics of saving and security. A common theme for financial planning clients is how to save for secure retirement. And a major polarization for clients in financial therapy is between parts that

Internal Family Systems (IFS) therapy, developed some 40 years ago by Dr. Richard Schwartz, is a methodology based on family systems therapy, where the therapist looks at how the family integrates and operates and the various roles taken by family members. Understanding the relationships and the woundings of those various players is essential to help

This episode is a conversation with Joan Ryan, who is one of the global experts on the Enneagram. I thought it would be really interesting for us to talk about the nine Enneagram types (1 The Reformer, 2 The Helper, 3 The Achiever, 4 The Individualist, 5, The Investigator, 6 The Loyalist, 7 The  Enthusiast,

This episode is a conversation with Saundra Davis, who trains financial coaches and is the program director of financial planning at Golden Gate University. Saundra believes that coaching has a place for financial planners, financial therapists, counselors, educators, and life planners. She points out that coaching, as we know it today as a profession, began

Financial therapy has only been a profession for about 15 years, so obviously a great many people have never heard of it. Yet awareness is growing, largely due to the Financial Therapy Association. It’s becoming more mainstream. Media interviews with financial therapists and articles about financial therapy are starting to pop up regularly in the

In previous episodes, I’ve talked about financial therapy as a profession and how to find a qualified financial therapist. Once you’ve chosen to seek help from such a therapist, what can you expect? This is a broad topic, since every practitioner will have their own therapeutic methods and style. Yet there are some basic things

Who provides financial therapy? And how can you find a financial therapist? This episode offers some answers to those questions. First, the providers of financial therapy. Just as anyone can call themselves a financial planner, anyone can claim to be a financial therapist or to offer financial therapy. That means you, as a potential client

When I started this podcast three years ago, my first segment—which remains the most popular one I’ve done—was “What is Financial Therapy?” This episode revisits that topic to talk about how financial therapy has evolved. To begin with, let’s revisit the original question and define financial therapy. Think of these two professions, financial advisors and

Since I travel a great deal, I’ve used travel insurance for a long time. I think it’s important to have, especially as one gets older, and over the years I’ve filed claims and received compensation several times. Then, in June of 2024, my wife and I had booked an expedition cruise for our 30th wedding

I went down a rabbit hole for this episode, and what I found was a combination of math, cappuccinos, and cognitive biases about coffee shops. Those of you who enjoy playing with numbers will appreciate the first half of this episode. For those of you who don’t, I’ll summarize. I’m a fan of cappuccinos made